SogoCX
NPS Software

NPS software that shows you why the number moved, not just that it did

A single loyalty score across every customer hides more than it shows. Sogolytics helps CX teams ask at the moment that matters, see what's really pulling the number, and route detractors before renewal.

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  • Accenture
  • United
  • DHL
  • Embassy Suites by Hilton
  • Coca-Cola
  • PFCU
  • Jackson Hewitt Tax Service
  • U.S. Bank

Most NPS software programs settle in the mid-30s and stay there

Not because customers stopped caring, but because the program stopped catching the moments that mattered.

alarm

The survey arrives too late

The customer had the experience on Tuesday and the follow-up email lands on Friday. By then they've moved on, and the score is more a rating of the email than the experience.

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One number covers every segment

Enterprise accounts and self-serve users are averaged into the same score. When it dips, nobody knows which group is unhappy or what would fix it.

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Detractors sit in the dashboard

A one-word comment and a score of 3 lands somewhere in the reporting tool. Meanwhile the account team that could actually fix it never sees it, and the renewal call comes and goes.

How an NPS survey program actually runs

Three steps, and the first one is something you could get done this week.

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First

Ask the question at the moment it matters

Send the loyalty question right after the interaction it's asking about, a purchase, a support call, a delivery, a renewal window. Answers come in over email, SMS, in-app, chat, and QR at the counter, whatever fits the moment.

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Second

See what's actually pulling the score

Every score sits alongside the two or three things really moving it — the length of the wait, the way a return was handled, the clarity of a bill. Written comments get grouped into the subjects people keep raising, along with the feeling attached to each one.

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Third

Get it to whoever can fix it

When a detractor comes in, the right person hears about it at the time. A support-related complaint goes to the manager who owns that queue. A store-specific problem goes to that store's team. Each one arrives with the customer's own words, someone's name on it and a date.

Where responses come in

Email

142

SMS

88

In-app

64

Live chat

52

QR at the counter

54

What's really moving the number

Product quality

-0.35

Wait time

-0.42

Support experience

-0.31

Pricing clarity

-0.18

Assigned, with a date

#10428 · post-purchase

campaignHeard from: Message this morning

"Third failed export this week. Looking at alternatives."


Owner assignment_indAccount lead
Due alarmTomorrow, 5:00 PM

What NPS survey tools should really give you

Six things that tend to separate a program that moves the number from one that just measures it.

Ask at the moment the experience happened

Trigger the loyalty question off a real event, a checkout, a support ticket closing, a delivery, a renewal window opening. No calendar sends, no reminders three weeks late.

📧 Email1,240
💬 SMS480
💼 Chat810

Every customer channel on one screen

Email, SMS, in-app, web pop-up, phone, live chat and QR at the counter. All the answers, one place.

FrequencyWeekly · Fortnightly · Monthly
Per-person capEnforced

Segments you actually recognize

Slice the score by region, product line, tenure, account size, or the segment your team already uses in every other conversation. The overall number stops being the only number.

Chat & email
SMS & kiosk

The reasons behind each move

Written comments get grouped into the subjects people keep bringing up, and each subject shows the feeling attached to it. So a five-point dip has a shortlist of things behind it instead of a mystery.

Minimum threshold5+
Record-level IDNone
Small-team lockAuto

A journey view built in

Ask at signup, at first value, at renewal, after cancellation. Compare scores by stage and catch friction where it happens, not in the year-end summary.

Getting started3.4
Everyday use3.9

A next step for every score

Detractors go to the person who can fix it. Promoters see a share-a-story prompt. Passives get a short follow-up asking what would move them. Every score earns a next step.

ManagerTeam read-out
People OpsOrg pattern
AlertBefore it's late

NPS software in practice

One worked example with made-up numbers. The moment, the flow and the follow-up would be your own.

From the interaction to a routed detractor · usually inside 15 minutes
Every number on this page is made up. Real programs start looking like this within a few weeks of going live.

A laptop on a desk showing an NPS score dashboard

From an interaction to the person who can act on it

01

The moment happens

A customer wraps up a support call. A purchase clears. A renewal window opens sixty days out. Your systems already know.

02

The question goes out

A short survey arrives within minutes, on whichever channel the customer prefers, with the context of the interaction already filled in. No re-asking who they are or what they just did.

03

The response lands with the right person

A score of six or below routes to the person or team that owns that moment. A promoter sees a prompt to share their story. Everyone else gets a short follow-up.

04

The picture builds up

Overall score by segment, the drivers behind it, and the individual comments all end up on the same view — the executive read-out on Monday morning and the account manager's Tuesday call.

NPS software in short walkthroughs

A few short walkthroughs, recorded in the product.

A team reviewing their customer experience program together Take a Tour

Customer Experience Management: Meet SogoCX

A tour of the whole thing: the live view of your program, the journey map, your own measures, and how problems get handed to people.

A laptop showing a Net Promoter Score dashboard Design Focus

Net Promoter Score (NPS)

The one question with all the answers, NPS gives you a better understanding of your customers' experience and loyalty. Will they be ambassadors or detractors? What can you do to improve customer experience? Learn more!

A monitor showing a Key Driver Analysis report Data & Reports

Key Driver Analysis Report: SogoCX

This powerful SogoCX report delivers a better understanding of how key drivers impact your critical metrics to help you decide where to invest time and resources. Learn more!

A monitor showing contact records being organized Take a Tour

Intro to Custom Directories

Learn how to organize and manage contact data using Directories in Sogolytics. This tutorial walks through adding, updating, and structuring records.

CX teams already running an NPS program

Real customers, and what changed for them.

"Thanks to the powerful analytics of SogoCX, we have saved hours of work sifting through data and created visibility to actionable nuggets, so we can easily act on the feedback and make a difference for our members."


NPS 60 → 80+ 20 new loan leads · 55% close rate in first 2 months

"Putting people first is a sign of a great company, but an even better partner. Sogolytics lets me take better care of my clients and keep their experiences second to none."


Author of The Endangered Customer

Why CX leaders pick us for Net Promoter Score

Five things that tend to matter once procurement gets involved.

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The score and the follow-up sit in the same place

There's no dashboard to read and a ticketing tool to raise the case in. A detractor is a case the moment it arrives, and it's already routed.

verified_user

Enough security to get through review

SOC 2 Type II, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA-enabled accounts, with data held in whichever region you need it to be.

how_to_reg

Someone who knows your account

Every account gets a named Strategic Account Manager. They know how your program is set up, and they're the person who answers for how it's going.

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Live in weeks

Most teams have a first NPS program running within a few weeks and something worth reporting shortly after.

trending_up

96.3% of our customers stay

Whether people renew is a fairly honest measure of whether a platform earned its keep. That's ours.

NPS survey templates, ready to reshape

Three ready-made starting points you can pull into your account and reshape.

A support agent wearing a headset at a laptop

Customer Service Feedback Survey Template


Check in with customers after each interaction to gather insights, ideas, and areas for improvement.

See this templatearrow_forward

NPS data, flowing into your CX stack

Customer and people data comes in, feedback and events go out, on whatever schedule suits you.

Salesforce HubSpot Microsoft Dynamics

CRM

Trigger a loyalty question off any event in the CRM, and push scores, comments and case updates back in.

Zendesk ServiceNow

Support and ITSM

Fire a survey when a ticket closes, and open a case back in the service tool when a detractor lands.

PointClickCare Jack Henry Fiserv

Industry connectors

Trigger loyalty questions off real business events in healthcare, banking and credit union systems.

SFTP

Data files

Drop a file on a schedule to keep contact lists and context in step, no direct system access needed.

Security and compliance

Independently audited controls at every layer, and your data stays in whichever region you choose.

SOC 2 Type II ISO 27001 GDPR · CCPA HIPAA-enabled accounts PCI DSS Data residency · US · EU · IN · CA · AU

Questions about NPS software

What is a Net Promoter Score Software?

It's the tool for asking the loyalty question, how likely are you to recommend us at the moment it matters, seeing what's really pulling the score in either direction, and getting the follow-up to the right person before it goes stale.

What is a good NPS score?

It depends on your industry. Financial services and healthcare tend to run between 30 and 50, retail sits between 25 and 45, and software often lands higher. The direction of travel over a few months is a better read than any single number.

How is NPS score software different from just running a survey?

A survey gets you responses. This ties every response to the specific moment it came from, sorts what's pulling the score, and hands the follow-up to whoever can do something about it.

When should we ask?

At the moment the experience happened, after a purchase, a support call, a delivery, a renewal. Sending a week later gets you a rating of the memory, not the experience.

How does the follow-up work?

A detractor is a case the moment it arrives. The right person hears about it, with the customer's own words, someone's name on it and a date. A promoter sees a share-a-story prompt. Passives get a short follow-up asking what would move them.

Can we connect Sogolytics' net promoter score platform to our CRM?

Yes. Every event in the CRM can trigger a loyalty question, and every score, comment and case update flows back into it. Same story for the other systems your team is in.

How quickly can we launch?

Most teams have a first program live in two to four weeks, working with a dedicated Strategic Account Manager.

How can I improve my NPS with SogoCX?

Ask at the moment the experience happens, find what is pulling the score with key driver analysis, and get detractor cases to the person who can fix them. The score moves as those cases close.

What is the formula for NPS?

Take the percentage of promoters, scoring 9 or 10, and subtract the percentage of detractors, scoring 0 to 6. Passives at 7 and 8 are left out. The result runs from minus 100 to 100.

What are promoters, passives and detractors?

Promoters score 9 or 10 and will recommend you. Passives score 7 or 8 and are content but not loyal. Detractors score 0 to 6 and are the ones worth calling first.

What is the difference between NPS and customer satisfaction (CSAT)?

NPS asks about likelihood to recommend, which reads overall loyalty. CSAT asks how satisfied someone was with one specific interaction. Most programs track both, since a good support call can sit inside a weak relationship.

Is SogoCX a no-code NPS platform?

Yes. Surveys, triggers, alert rules, dashboards and case routing are all set up in the interface without a developer. Engineering only gets involved if you want a deeper link into your own systems.

When should you avoid sending an NPS survey?

Skip it straight after an unresolved complaint, during an outage, or when the same customer has been asked recently. You will get a rating of that one bad moment rather than the relationship.

What is the main benefit of measuring NPS?

One comparable number that tracks loyalty over time and across teams, regions and industries. Movement in it tends to show up before churn and referral volume do, which makes it an early warning rather than a report card.

How often should NPS surveys be sent?

Relationship surveys work quarterly or twice a year. Transactional ones fire on the event itself. Either way, cap how often any one customer is asked so the same people are not surveyed repeatedly.

Is NPS enough to improve customer loyalty?

On its own, no. The score tells you where you stand, not what to do about it. The follow-up comment, the driver analysis and closing the loop with detractors are the parts that shift loyalty.

What are the benefits of using an NPS survey tool?

Surveys fire on the event rather than by hand, responses sort themselves into promoters, passives and detractors, and follow-up lands with a named owner and a date. Trends build without anyone maintaining a spreadsheet.

What industries can use the Sogolytics NPS survey tool?

Financial services, credit unions, healthcare, retail, technology, travel, education, manufacturing and government all run it. The question stays the same across them. What changes is the moment you ask and who picks up the follow-up.

See NPS software running on a program like yours

Book a demo and we'll walk you through it, from the moment a customer answers to the moment the right person opens their inbox.

Request a Demo

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