GetFeedback makes it easy to measure customer satisfaction with the CSAT question. CSAT helps you understand a customer’s experience with a specific interaction or experience, such as contacting support or making a purchase. You can use CSAT scores to coach your employees, improve transaction experiences, and more. You can use CSAT with other metrics to understand the full customer experience with your brand.
This guide helps you calculate and report your CSAT scores in Salesforce. Use these formulas to calculate the CSAT score from your GetFeedback surveys and build reports and dashboards in Salesforce.
GetFeedback calculates CSAT as a percentage of satisfied responses (people who selected 4 or 5). Satisfied scores are a more accurate predictor of customer retention.
To calculate CSAT score:
The formula for CSAT scores looks like this: (Number of satisfied customers (4 and 5) / Number of survey responses) x 100 = % of satisfied customers
You can track CSAT scores in Salesforce to include them in dashboards and reports. There are a few steps to complete to set up CSAT in Salesforce:
Create a GetFeedback survey with a CSAT question. You can use a template or build a survey from scratch. You can also use Quick Launch to quickly build a CSAT survey that integrates with Salesforce.
Create a custom object to hold CSAT responses from your survey. You’ll use Salesforce Custom Mappings to send survey responses to this object.
When creating your CSAT object:
In GetFeedback, map your survey to the CSAT object you created in Salesforce. Use our custom mapping tool to send survey responses to your custom object and fields.
To track who sent a response, you can add merge fields. Merge fields pull in data from Salesforce when someone opens your survey, such as their Contact or Account ID. Merge fields also help Salesforce know where to map data to.
The way you add merge fields depends on how you send your survey:
You can now send your survey to respondents. When someone takes your survey, their response will be mapped to Salesforce. You can set up dashboards and reports in Salesforce with the data you mapped from your survey.
If you create reports in Salesforce, you can group customers by CSAT score. You can use this data to quickly find unsatisfied customers.
When you create your report in Salesforce, calculate the overall CSAT score using this formula:
Your survey respondents will be grouped by score on the report.