English

Satisfaction Survey

Process for

Process for

Sales & Customer Success

Sales & Customer Success

Satisfaction Survey

Collect feedback, analyze NPS and CSAT reviews, and transform the voice of the customer into concrete action plans for continuous improvement and retention.

Satisfaction surveys answered without a structured treatment workflow result in ignored feedback, recurring issues, and lost opportunities for customer retention.

With BlueService®, your company structures a complete satisfaction survey process, allowing you to collect feedback via external forms, analyze NPS and CSAT ratings, handle complaints with agility, and execute action plans for the continuous improvement of the after-sales customer experience.

Complete control of satisfaction surveys and action plans

Get visibility into every stage of the process, including evaluation analysis, handling negative feedback, action plan execution, and closure.

There are many benefits

Turn the voice of the customer into action and increase retention

Centralize satisfaction surveys and feedback in a single flow

Organize NPS reviews, CSAT, complaints, and compliments in a standardized environment, ensuring no feedback goes unaddressed.

Analyze reviews and direct the appropriate treatment

Classify feedback by rating type and automatically direct it to the right person, reducing the risk of churn with more agility and efficiency in post-sales.

Structure action plans based on negative feedback

Turn complaints into opportunities for continuous improvement with organized, traceable action plans with defined owners.

Reduce response time and increase customer retention

Address feedback quickly, track customer satisfaction metrics, and make decisions based on the voice of the customer in real-time.

Understand how it works

How the satisfaction survey process works in practice

Submission of the survey

Use the BlueService® External Form to make the satisfaction survey available in a simple, standardized, and accessible way for any customer, at any stage of the post-sales journey.

1. Evaluation analysis

Use BlueService® Activity Management to organize received evaluations, define responsible parties, and track triage progress with full visibility of the volume of open feedback.

2. Positive or neutral evaluation

Utilize os Gatilhos Automáticos da BlueService® para direcionar a avaliação automaticamente para encerramento ou para o fluxo de plano de ação conforme a decisão registrada, eliminando etapas manuais no tratamento de feedbacks.

3. Negative evaluation and action

Utilize los Campos Dinámicos y Formularios de BlueService® para estructurar el registro del análisis y del plan de acción de forma estandarizada, garantizando la trazabilidad completa del tratamiento de cada queja y del ciclo de mejora continua.

4. Execution of the action plan

Use BlueService® Activity Management to track responsible parties, deadlines, and the progress of each action, and Automatic Notifications via Email and WhatsApp to keep everyone informed about the plan's progress.

5. Encerrado

Utilize as Estatísticas da BlueService® para acompanhar volume de feedbacks por tipo de avaliação, índice de NPS e CSAT, tempo médio de tratamento de reclamações e evolução dos indicadores de retenção de clientes ao longo do tempo.

Process Completion

Use the BlueService® Hour Log to ensure traceability, auditing, and compliance.

Have total control of Satisfaction Surveys from start to finish

With BlueService®, Sales no longer operates on guesswork and now has a structured, automated, and trackable process.

Collect feedback and NPS and CSAT evaluations in a standardized way

Analyze and classify the voice of the customer with agility

Structure action plans based on negative feedback

Track the execution of improvements with traceability

Reduce churn and strengthen the post-sales customer experience

Monitor customer satisfaction and retention indicators in real time

Blue AI

Use Blue AI as a business AI solution integrated into BlueService® to analyze customer feedback, identify patterns of dissatisfaction, and optimize the targeting of action plans.

Satisfaction Survey

Analyze the received satisfaction rating, classify the feedback sentiment, and automatically suggest the most appropriate course of action for handling it, prioritizing critical cases of retention and churn risk.

Feeling

Evaluation

Churn Risk

Blue AI automatically analyzes the content of local feedback received, classifies the evaluation type, flags churn risks and customer loss, and assists in prioritizing and directing complaint handling for CS and after-sales teams.

Questions about the Satisfaction Survey

What is a customer satisfaction survey?

It is a structured process to collect feedback, measure the level of satisfaction, and identify areas for improvement in the customer's experience with the company, product, or service.

What is NPS and how to use it?

NPS (Net Promoter Score) is a customer satisfaction indicator that measures the likelihood of recommending the company. With BlueService®, it is possible to collect, analyze, and process NPS evaluations in a structured and traceable workflow.

What is CSAT and how does it differ from NPS?

CSAT (Customer Satisfaction Score) measures customer satisfaction in specific interactions, such as support or delivery. In contrast, NPS measures overall satisfaction and the likelihood of recommendation. With BlueService®, you can work with both indicators in the same satisfaction survey flow.

How to structure a satisfaction survey process?

With BlueService®, you can send surveys via external forms, classify the feedback received, address negative evaluations with action plans, and track customer satisfaction and retention indicators in real time.

How to handle negative feedback and reduce churn?

The platform organizes the complaint handling workflow with in-depth analysis, a structured action plan, defined owners, and execution tracking until closure, reducing the risk of churn and strengthening customer retention.

Como usar a pesquisa de satisfação para retenção de clientes?

Identificando padrões de insatisfação, tratando feedbacks com agilidade e executando planos de melhoria contínua, transformando a voz do cliente em ações concretas de retenção e melhoria da experiência do cliente.

Como acompanhar os indicadores de NPS e CSAT ao longo do tempo?

As Estatísticas da BlueService® permitem monitorar a evolução do NPS e CSAT, o volume de feedbacks por tipo de avaliação, o tempo médio de tratamento de reclamações e os resultados dos planos de ação executados.

Como automatizar o envio de pesquisas de satisfação?

Com BlueService®, é possível configurar o envio automático da pesquisa por e-mail ou WhatsApp em momentos estratégicos da jornada do cliente, como após atendimentos, entregas ou renovações no pós-venda.

How to use AI in customer feedback analysis?

Blue AI can classify review sentiment, identify patterns of dissatisfaction, assess churn risk, and automatically suggest the most appropriate course of action for each type of feedback received.