CRM Phase 2 - Flipbook - Page 133
Setting up a CSI Survey
29. Introduction
A customer satisfaction survey (CSI) allows the view of current and previous surveys by department by customer
record.
The functionality allows the recording of returned surveys for marketing and CSI telephone initiatives. If desired,
more that one survey per department can be set-up within CRM, for example, a separate New and Used vehicle
purchase survey. There are no restrictions on the number of questions you may create within each survey
Contact history is record each time CSI scores are documented against a customer record, therefore, allowing the
data to be analysed.
Setting up CSI survey
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