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Links to CSAT Tips
I Really Want to Know (Really?) -- A Waiter Grades Himself
The Properly Written Problem Resolution Letter
Tying Emotion to Customer Service
When Should Changes Be Made to a Customer Satisfaction Tracking Questionnaire?
The Little Numbers Make the Difference
Customer Service Nightmare
Are Your Incentives In Proper Alignment?
Customer Satisfaction Benchmarking
A Single Comment Can Make a Difference
Don't Let Research Results Sit on a Shelf
The Problem with Average Scores
Relationship Versus Transaction Measurement
Improving Customer Satisfaction
Correct Positioning of a Customer Satisfaction Question
If You Aren't Sure, You'd Better Ask
Evaluating Customer Comments
The Dog that Didn't Bark (More on Customer Comments)
Measuring What Is Important to Customers
Obtaining Results Before You Complete Survey Analysis
Comment Cards Versus Questionnaires
Distributing Questionnaires in a Retail Environment

A Business Research Lab Tip

Customer Satisfaction Surveys -- Relationship Versus Transaction Measurement

When you decide to conduct a customer satisfaction survey, one of the first decisions you will need to make is to conduct a relationship-oriented or a transaction oriented survey. A "relationship" survey asks the customer about all or most aspects of the service relationship. A "transaction" survey focuses on satisfaction with a specific transaction. In making the decision of which way to go, you should ask yourself the following questions.

  • Are my customers' transactions complex and infrequent? If they are, you will want to consider a transaction-oriented approach. Examples of such transactions would involve taking out a mortgage, or the purchase of a house, automobile, or boat.
  • Do I service my customers frequently with simple transactions? Do I know how to contact my customers? If you can answer both of these questions in the affirmative, you probably want to consider a relationship-oriented approach. Banking is one industry that lends itself to a relationship survey.
  • Is my ongoing relationship with my customers more important than any individual transaction? Of course, if it is, a relationship approach is in order.
There are instances when you will want to consider taking both approaches. This can be done in the context of a single survey by asking about both the latest transaction and the relationship, or by conducting separate surveys. If separate surveys are conducted and your customers conduct frequent transactions, it is a good idea to ensure that any one customer is not surveyed too frequently. After all, the last thing we want to do in administering a customer satisfaction survey is to aggravate customers.


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