The new CRM process went live Monday. On day 30, ask the sales team if it's working. Anonymous.
Is the new CRM process working for you?
A survey goes out on the rule you set: after the course, 30 days into a new process, before and after a change. The answers sit next to the training they are about, and you decide what runs next. Your annual engagement survey stays exactly where it is.
4.7 / 5G2
1Trigger & Signal
2Knowledge Design
Your LLM + Juno MCP
3Delivery & Adoption
4Measure
The same questions, asked again after the fixThe new CRM process went live in March, every rep completed the course, and in June sales ops is still fixing the same records.
The new CRM process went live Monday. On day 30, ask the sales team if it's working. Anonymous.
Is the new CRM process working for you?
Day 0
The process goes live
Day 30
The survey goes out on the rule
Day 33· One reminder
Day 40
The answers next to the course
Day 45
By you, to the team that struggled
Day 75
The same questions again
If a person matches all of the criteria Department · Sales, then Assign this training.
New CRM process · CourseIf a person matches all of the criteria Department · Sales, wait before triggering 30 days, then Assign to survey.
Training Feedback · AnonymousRole, position, department, location, group or employee type decide who gets it.
A trigger, such as enrolling in or completing a course, then an optional delay.
Each answer is tied to the course, Journey or event it was asked about.
Training Feedback and Employee Feedback surveys go out by automation only, never by hand.
A person decides. Juno targets and re-asks.
CRM process check-in
The survey goes out on the rule, to the people the training was for.
Every open answer gets a sentiment tag, and AI-generated themes show what came up most.
You choose the next step and target it with the criteria you already use.
The same questions go back to the same audience once the fix has run.
Day-30 check-in
Employee Feedback asks a manager or mentor about someone during onboarding or a review.
Each answer stays tied to the employee and the process it was asked in.
It goes out on day 30, and a reminder follows if it is still unanswered.
One survey is reused for every new hire the process runs through.
Raiffeisen Bank
Case study76%of employees rated Juno 9 or 10
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