Survey for CSE team

A professional office setting with a team collaborating on a client management project, featuring modern technology and a friendly atmosphere.

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

12 Questions3 MinutesCreated by ManagingClients327

How many clients are you managing?

Should there be an advance Bot service enabled in the system to address standard queries received from the customers?

Yes

Should there be a system in place to check how satisfied clients are with the service?

Yes

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

Do you have query tracker for all the clients?

Yes

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

Do you get the policy renewal copy on time from the CE?

Yes

Are you being communicated on the plan design changes before the renewal?

Yes

What is your overall feedback for improvement of the process?

Survey for CSE team

CSE Team Client Management Survey

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