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Update CRM with NPS, add attributes, schedule follow-ups

Your NPS responses are disconnected from CRM records, leaving account owners without score context. You get scores and comments on customer records so owners can prioritize follow-up same day.

Update CRM with NPS, add attributes, schedule follow-ups

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Overview

Keep NPS tied to the customer record so account owners always see score and comment context and can act without digging through survey tools. That means faster, same-day outreach to detractors and timely recognition of promoters, improving retention and referral follow-through.

Update CRM with NPS, add attributes, schedule follow-ups