We're working through CSAT surveys and we switched CRMs last month. Curious how others have handled it, especially around CSAT. Any rules of thumb?
Curious what cadence you landed on. We over-asked and the health score tanked.
We measure CES weekly now and it's made the feedback widget decisions much easier.
Have you tried routing it through Slack? Fixed the time-to-resolution gap for us.
Worth checking your CSAT window. Ours was skewed until we narrowed it.
+1. The HubSpot step is where ours kept breaking.
Spent a week on this. The fix was tying CES tracking to the account owner field.