We're working through the in-app survey and we switched CRMs last month. Curious how others have handled it, especially around churn. Any rules of thumb?
Same setup here. In our case it came down to the in-app survey being too broad.
We hit this too. Scoping response routing to renewals at risk first made it manageable.
Spent a week on this. The fix was tying auto-theming to the account owner field.
