Hi
Can anyone share some examples or thoughts please on how best to report in Gainsight on a closed loop process - for learning purposes, internal improvements etc?
As an example:
A transactional survey goes out, low CES/NPS triggers a risk CTA which is part of the JO program. CTA is classed as Reason=Detractor Response. This CTA is then handled by a CSM, all follow-ups are tracked in this CTA via task and timelines. Once a satisfactory resolution is reached, this CTA is marked as Closed.
We have 1 relationship survey (bi-anual) and 7 transactional surveys running concurrently. How can we, customer health department, best track the results of actions taken, on which feedback from which survey - at least top line?
Thanks
Katerina