Expert knowledge for digital decisions
How to Measure Customer Satisfaction Meaningfully?
Short answer
The Right Time
Immediately after a completed process – project completion, resolved ticket, delivery. Then the memory is fresh and the response rate is high.
An annual survey mainly measures who is currently frustrated.
The Question
One is enough. Common variants:
- "How satisfied were you with …?" on a scale
- "How likely would you be to recommend us?" (Net Promoter Score)
- "How easy was it to resolve your issue?" (Customer Effort)
The third is often the most insightful for service processes.
The Most Important Part
The free text field. "What was the main reason for your rating?" These answers are the real value. A number indicates something is wrong – the text explains what.
What Must Happen with the Responses
For poor ratings: Follow-up within 24 hours. Those who ask but do not respond cause more damage than those who don’t ask at all.
This is why you should not start a survey for which no capacity exists to follow up.
In the CRM
The rating belongs to the customer, not a separate tool. This way, everyone who interacts with the customer can see their most recent satisfaction level.
Data Privacy
For personal data analysis, standard requirements apply. Anonymous surveys yield more honest responses but prevent follow-ups – this is an intentional trade-off, not a technical limitation.
Key facts
- Time
- Immediately after a completed process
- Most Important Part
- The free text field
- Mandatory Action
- Follow-up for poor ratings
Sources
All external claims are backed by traceable sources.-
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Ouhud CRM Ouhud GmbH