Survey for CSE team
CSE Team Client Management Survey
Welcome to the CSE Team Client Management Survey! This quiz aims to gather valuable insights from our team on how we manage client interactions and streamline our processes. Your responses will help improve our services, ensuring greater satisfaction for both clients and team members.
Please take a moment to consider each question carefully. The survey includes topics such as:
- Client management practices
- Tool effectiveness
- Response time and satisfaction
Should there be an advance Bot service enabled in the system to address standard queries received from the customers?
Yes
No
Should there be a system in place to check how satisfied clients are with the service?
Yes
No
What is the average time taken to resolve any employee query?
Less than 8 hrs
8 hrs- 24 hrs
24 hrs - 48 hrs
More than 48 hrs
Do you have all clients on Suite CRM?
Yes
No
Do you have query tracker for all the clients?
Yes
No
What are the average employee escalations faced per month on delay in response?
Less than 5
5-10
10-20
More than 20
How would you rate your experience on working with Suite CRM tool?
Complex
Time-taking
Convenient
Faster
Do you get complete handover from the CE for every renewal?
Yes
No
Do you get the policy renewal copy on time from the CE?
Yes
No
Are you being communicated on the plan design changes before the renewal?
Yes
No
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