Select a Tool/System for Customer Effort Score (CES)
As we move to using Customer Effort Score (CES) instead of Support Satisfaction (SSAT) we need to select a tool/system to manage the surveying of customers that work with us on a ticket. The tool should have the following capabilities:
- Allow multiple rating questions to be asked for in a single survey
- Allow the questions to be configurable/altered
- Allow for a combination of a selectable scale (i.e. 1-7 selection) and free text fields associated to the scale
- Have configurable rules to determine survey recipient, frequency and timing (when the survey is sent)
- Supports multiple integrations (at a minimum Zendesk, ideally also Slack, Tableau, Salesforce and GitLab)
- Have the ability to report on all aspects of the surveys (response rate, individual and aggregate scoring, time to response, etc.)
To that end, we will need to investigate what tools/systems meet these requirements and then go through the procurement process to come to our final selection to then roll out for Support Engineering.