We're working through journey mapping and we switched CRMs last month. Curious how others have handled it, especially around CSAT. Any rules of thumb?
+1. The Zapier step is where ours kept breaking.
Have you tried routing it through Zapier? Fixed the CES gap for us.
Curious what cadence you landed on. We over-asked and NPS tanked.
Worth checking your the health score window. Ours was skewed until we narrowed it.
Same setup here. In our case it came down to NPS surveys being too broad.
