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Roles and permissions for renewals at risk on the segments?

marcus_nair_d491a

We're working through journey mapping and we switched CRMs last month. Curious how others have handled it, especially around the health score. Any rules of thumb?

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Comments

theo_mehta_f74e6

Spent a week on this. The fix was tying CSAT surveys to the account owner field.

zoe_rourke_05bd7

Curious what cadence you landed on. We over-asked and NPS tanked.

omar_marsh_4fa3f

Honestly the feedback widget didn't move churn for us. Marketo did more.

priya_akoto_8ac43

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

hana_frei_1fd28

+1. The Segment step is where ours kept breaking.

jack_sato_53f52

+1. The Zendesk step is where ours kept breaking.