Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

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5 tips on how to evidence value during your Quarterly Business Reviews (QBRs)
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Why you need to run Quarterly Business Reviews (QBRs)
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How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
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Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

White paper

Think your customers are happy?
Get the eBook

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

javier-allegue-barros-C7B-ExXpOIE-unsplash
 

While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

rodeo-project-management-software-ONe-snuCaqQ-unsplash-1

When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

gabrielle-henderson-HJckKnwCXxQ-unsplash

Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

CSAT Improves Retention Thumbnail

How to effectively combine NPS with your QBRs - thumbnail 

 

 

Related resources

White paper

Think your customers are happy?
Get the eBook

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Is NPS or CSAT better at tracking Customer Experience?

NPS and CSAT complement each other. NPS gives you the big picture, while CSAT provides actionable feedback. Which one you should choose depends largely on what type of insight youre after. 

Today’s customers expect more than just quality products or services - they demand seamless, personalised and value-driven experiences throughout their journey with a brand. While the promise of a top-notch product might get people through the door, it's the overall customer experience (CX) that keeps them coming back. To understand how customers feel about their business, most companies rely on two popular metrics: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). 

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While NPS evaluates customer loyalty and advocacy, CSAT focuses on immediate feedback about specific experiences. Both play essential roles in understanding how customers perceive your brand, but their purposes and applications differ. This article explores their key distinctions, benefits, and best-use scenarios to help you choose the right approach to enhance your CX. 

 

What’s the difference? 

 

NPS measures customer loyalty by asking one simple question: "How likely are you to recommend us to a friend or colleague?". Customers answer on a scale of 0 to 10 and, based on their score, they’re sorted into three groups: 

  • Promoters: customers who are not only happy with your brand or service, but who identify with it and would actively seek it out over other options)

  • Passives: customers who are happy with your brand but consider it as one of many comparable options 

  • Detractors: customers who are dissatisfied with your brand and are likely to share their frustrations with others 

     

The goal here is to separate clients who would endorse your brand to others, from those who are neutral, and those who are unhappy with your product or service. 

CSAT, on the other hand, focuses on how satisfied customers are with a specific moment or interaction. It’s more about the here and now. A CSAT survey might ask, "How satisfied were you with our customer support?" Customers typically rate their experience on a scale, often 1 to 5. 

 

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When should you use each? 

 

NPS is your overall client relationship check-in. It helps you understand how customers feel about your brand and whether they’d recommend you to others. A high NPS score is a sign that people trust your brand and are willing to advocate it. 

CSAT is more of a pulse check. It’s perfect for figuring out if customers are happy with specific parts of their journey - like their latest support call, whether they see the value in your offerings, or the quality of your service delivery.   

 
Use NPS when… 
  • Measuring overall customer loyalty and advocacy 
  • Evaluating the broader impact of your brand or business 
  • Comparing performance over time or against competitors 

 

Use CSAT when… 
  • Assessing satisfaction with specific scenarios 
  • Measuring the effectiveness of recent changes to services 
  • Pinpointing immediate areas for improvement 
 

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Why not use both? 

 

NPS and CSAT work really well together. Think of them as two sides of the same coin. 

You could use CSAT to measure satisfaction with individual touchpoints and then track NPS to see how those interactions impact loyalty over time. Together, they give you a wide picture of how customers feel about your brand.  

One important thing to remember is to use these metrics consistently. Regularly collecting NPS and CSAT scores over time allows you to build a comprehensive view of your customers’ opinions of your company. Using these insights, you can build a successful customer experience which, in turn, leads to more positive feedback!  

 

Final Thoughts 

 

Choosing between NPS and CSAT depends on what your goals are. If you're looking to gauge overall customer loyalty and identify advocates, NPS is ideal. On the other hand, if your focus is on understanding and improving specific aspects of the customer journey, CSAT is the better choice.  

However, for a holistic view of the customer journey, consider using both metrics in parallel, to gain a more thorough understanding of how clients experience your brand. 

 

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Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

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"Engaged and satisfied customers buy 50% more frequently, spend 200% more each year and are five times more likely to display brand loyalty"

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