We're working through auto-theming and we switched CRMs last month. Curious how others have handled it, especially around churn. Any rules of thumb?
We measure NPS weekly now and it's made journey alerts decisions much easier.
Have you tried routing it through Jira? Fixed the time-to-resolution gap for us.
Have you tried routing it through Zapier? Fixed the CSAT gap for us.
Spent a week on this. The fix was tying auto-theming to the account owner field.
Following. We're about to do the same thing for self-serve users.
Honestly CSAT surveys didn't move time-to-resolution for us. Segment did more.