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Roles and permissions for trial users on the response routing?

tom_marsh_ddd62

We're working through CSAT surveys and we switched CRMs last month. Curious how others have handled it, especially around time-to-resolution. Any rules of thumb?

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Comments

paul_marsh_c2561

Worth checking your churn window. Ours was skewed until we narrowed it.

priya_soto_33266

Have you tried routing it through Salesforce? Fixed the NPS gap for us.

maya_lund_5ed42

Spent a week on this. The fix was tying journey mapping to the account owner field.

aisha_soto_060d1

Have you tried routing it through Salesforce? Fixed the churn gap for us.

jack_akoto_e5d0d

Honestly the in-app survey didn't move CES for us. Snowflake did more.

cole_frei_8352f

Same setup here. In our case it came down to journey alerts being too broad.