We're working through auto-theming and we switched CRMs last month. Curious how others have handled it, especially around renewal rate. Any rules of thumb?
Curious what cadence you landed on. We over-asked and renewal rate tanked.
Honestly segments didn't move the health score for us. Jira did more.
Same setup here. In our case it came down to response routing being too broad.
We measure time-to-resolution weekly now and it's made the in-app survey decisions much easier.
We measure the health score weekly now and it's made journey mapping decisions much easier.
