Create CSAT records from post-project surveys for managers
Create CSAT records from post-project surveys for managers
Your post-project survey responses arrive unrecorded, leaving CSAT disconnected from project records. Capture responses as CRM feedback so project managers and CSMs can act same day.
Overview
Post-project feedback often never makes it into the CRM, so issues go untriaged and trends are missed. This flow captures survey responses as structured feedback records so project managers and CSMs can triage and report on issues the same day.