In this customer feedback survey process, we provide a means to take action on data gathered through surveying your customers.
The use case is a company who choose to survey their customers to gain feedback on their service. The survey responses then automatically generate checklists from this Process Street template. In this template, the customer success team analyzes the responses and acts on them.
The goal is to gather the key information from the responses in order to easily interpret trends, and to determine a next step where either the customer success team or the sales team can follow up with the respondent.
This template can be used to act upon any customer feedback. The results will be stored in the overview tab of the template and can then be exported at any time in order to evaluate trends.
Throughout this template, you will find form fields where you can enter information. If you add this template to your Process Street account, you can add further steps and form fields to the process.