Quick one. Since we switched CRMs last month, our CES has been all over the place. Is that a auto-theming config issue or are we reading it wrong?
Spent a week on this. The fix was tying dashboards to the account owner field.
Have you tried routing it through Snowflake? Fixed the CES gap for us.
+1. The Zapier step is where ours kept breaking.
Following. We're about to do the same thing for renewals at risk.
Same setup here. In our case it came down to journey mapping being too broad.
Curious what cadence you landed on. We over-asked and CSAT tanked.
We measure CSAT weekly now and it's made dashboards decisions much easier.