CSAT (Customer Satisfaction Tool)

GUIDEcx now offers a CSAT tool (Customer Satisfaction) that helps you gather valuable insight into how customers feel during and after their onboarding experience. Pre-built surveys within the tool capture and capitalize on customer sentiment that helps drive decision-making on modifying processes that can better deliver customer service and value.



“We continue to invest in helping organizations work better together,” said Cody Irwin, Vice President of Product. “Our new Customer Management experience will help providers better program manage complex customers that have multiple projects in flight; our Integrations Marketplace redoubles our commitment to have integrations that help organizations work smarter with existing systems; and our CSAT feature will help providers and customers engage in new ways and improve. We’re excited to see how these updates help providers GUIDE their customers towards successful onboarding experiences.”

Benefits of The GUIDEcx CSAT Tool

CSAT reporting helps you understand trends at a higher level and dive deeper into areas needing improvement. Key data points include:

  • CSAT for active projects
  • Total CSAT for all projects
  • Average CSAT by project
  • Average CSAT by milestone
  • CSAT trend
  • Comments from individual users

The CSAT tool is designed to help organizations work better together and gives a more complete picture of the customer experience during the onboarding process, taking the pain out of gathering customer feedback. The option to automate surveys after a milestone or project completion provides powerful insights into the onboarding process. The CSAT tool is a game changer for Customer Success and Sales Managers in understanding their client’s experience.

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