Financial services IT: keep CSAT records visible to support
Financial services IT: keep CSAT records visible to support
Support agents at financial firms miss CSAT entries, creating audit gaps and missed escalations. CSAT responses feed into CRM and a master spreadsheet so support and IT prioritize follow-up and retain audit trails.
Overview
Missed CSAT entries create compliance exposure and delay critical follow-ups in financial services. This workflow ensures every survey is logged in both CRM and a master sheet so support and IT can prioritize follow-up and close audit gaps.
Notable Features
- Create CRM survey records
- Add responses to master spreadsheet
- Notify support and IT channels