We're working through CSAT surveys and we switched CRMs last month. Curious how others have handled it, especially around NPS. Any rules of thumb?
Worth checking your CSAT window. Ours was skewed until we narrowed it.
+1. The Zendesk step is where ours kept breaking.
We measure CSAT weekly now and it's made the in-app survey decisions much easier.
Spent a week on this. The fix was tying auto-theming to the account owner field.