- #Security measures
- #securitygovernance
- #InformationSecurity
- #DX
- #EMOROCO CRM Lite
- #CreativeCRM
- #Arcus Japan
- #CRM4.0
- #Corporate Psychology
- #Corporate Psychology
- #CRMDoctor
- #CRM・xRM
- #EMOROCO
- #Artificial Intelligence/Machine Learning (AI/ML)
- #Customer/Sales Strategy (SFA)
- #Customer Service Call Center (CS)
- #Marketing Automation (MA)
- #CustomerExperience
- #HAVE
- #Field Service (FS)
- #CRM
Integrated management of NPS (Net Promoter Score) and emotional temperature — a design that incorporates both customer-centric evaluations and subjective evaluations by sales representatives.
Hello, this is Matsubara, CRM Evangelist.
"We're sending out NPS surveys, but the response rate is low, so we can't get a complete picture of all our customers."
"The person in charge thought, 'This customer must be satisfied,' but their NPS score was 5 (neutral)."
"Our NPS score is high, yet for some reason, we're seeing an increase in cancellations."
This is a phrase I hear repeatedly from companies that are working on customer satisfaction management.
NPS (Net Promoter Score) is a method of measuring customer loyalty with a single question: "Would you recommend this service to a friend?"
It is widely used around the world and is one of the important indicators of customer satisfaction.
However, there are problems that NPS alone cannot solve. NPS is an "evaluation based on the timing of customer responses," and it cannot capture daily changes in relationships in real time.
EMOROCO CRM Lite solves this problem by integrating NPS and emotional temperature management.
By incorporating both customer-centric evaluations (NPS) and daily observations by the staff (emotional temperature), a design can be created that most accurately captures the reality of the relationship with the customer.
NPS and emotional temperature: Differences and limitations of the two metrics
What is NPS?
Question: "How likely are you to recommend this service to friends or colleagues?"
Please rate it on a scale of 0 to 10.
classification:
Promoter: 9-10 points
Neutral (Passive): 7-8 points
Detractor: 0-6 points
Calculation formula: NPS = Promoters % - Detractors %
Strengths of NPS:
- Allows comparison with industry averages and competitors.
・"Should I really recommend this service?"
To measure behavioral intent, it is highly correlated with cancellation and referral.
The limitations of NPS:
- Low response rate (industry average is around 20-30%)
- Measurements taken only once every six months to a year are insufficient to track changes.
- The reason why that score was given
Invisible on its own
• Changes that the person in charge perceives on a daily basis
Discrepancies may occur.
What is emotional temperature?
🔴 Hot: Deep relationship and proactive about the next steps.
🟠 Warm: A stable relationship continues.
🔵 Cool: Feeling distant / Relationship has cooled down
🩵 Cold: Almost no contact / Relationship severed
The strengths of emotional temperature:
- Records can be made even if the customer does not respond.
- You can record "why this temperature is what it is" through narrative.
- Can be used immediately as a workflow trigger.
The limits of emotional temperature:
• Prone to optimistic bias
"How the customer truly feels"
You won't know unless you ask the customer themselves.
What becomes visible when the two are combined
By using both NPS and emotional temperature, four patterns emerge that would not be visible on their own.
High ← Emotional temperature → Low
Hot/Warm Cool/Cold
High NPS: ① A truly valuable customer ② The customer is satisfied
(Recommender) Both evaluations agree. Relationship is strained.
Low NPS ③ The person in charge noticed ④ There is a real risk
(Critics) There are complaints about the absence of high-paying customers
Pattern 1: High NPS × Hot/Warm Emotional Temperature (Genuine, High-Value Customers)
The customer is satisfied, and their relationship with the representative is good. This is the perfect time to request a referral.
This allows for a more precise approach, such as "asking for an introduction knowing that the person is a recommender."
Pattern ②: High NPS × Cool/Cold Emotional Temperature (Caution advised)
Customers appreciate the service itself, but their relationship with the assigned representative has become strained.
A common scenario is when "the relationship soured after the person in charge changed, but there are no complaints about the service itself."
Leaving things as they are will cause the NPS to drop. This is a sign that you should prioritize building relationships after the change in personnel.
Pattern 3: Low NPS × Hot/Warm Emotional Temperature (Most Dangerous)
The person in charge feels that the relationship is good, but the customer themselves is dissatisfied with the service.
A divide is occurring where customers like the person in charge but are dissatisfied with the quality of service, price, and response speed.
This is a complaint that would never be noticed without NPS.
Pattern ④: Low NPS × Cool/Cold Emotional Temperature (Highest Risk)
Both the customer's own evaluation and the employee's evaluation are low. Cancellation is the most likely outcome.
The top priority is for management to handle the escalation.
NPS Integration Design in EMOROCO CRM Lite
Add a field
NPS score (numerical field)
→ Response score from the most recent NPS survey (0-10)
NPS Category (Selection Field)
→ Recommender (9-10) / Neutral (7-8) / Critic (0-6) / No answer
NPS measurement date (date field)
→ Date of the last NPS measurement
NPS comments (text field)
→ Free-response explanation of "Why did you give that score?"
→ Zapier can automatically import data from survey tools.
Designing a workflow for sending NPS surveys.
Timing ①: 30 days after the completion of the first transaction
→ Initial experience evaluation
Timing ②: One month before each year's contract renewal
→ Obtain customer feedback before deciding on an update.
Timing ③: 7 days after major support/problem resolution
→ Evaluation of service quality
Timing ④: 60 days after the change of person in charge
→ Quality evaluation of the handover
Workflow Design – 4 Approaches Driven by NPS and Emotional Temperature
Workflow ①: Immediate alerts for critic detection (most important)
Action 1: Create an urgent task for the person in charge.
"Customer {Name}'s NPS score was {NPS score} points."
They are categorized as critics (0-6 points).
NPS measurement date: {NPS measurement date}
Current emotional temperature: {emotional temperature}
NPS comments: {NPS comments}
Please contact me by the end of this week.
Please directly ask them why their score is low.
Demonstrating a willingness to improve is the top priority."
Action ②: Immediately notify the manager
[Urgent] Customer {Name} is an NPS critic ({NPS score} points).
Emotional temperature: {emotional temperature}
Please instruct them to handle the escalation."
Action 3: Automatically update emotional temperature to "cool" or below.
Workflow ②: Detection of Pattern ③ (Most Dangerous Condition)
× Emotional temperature = "hot" or "warm"
Action: Create an urgent task for the manager
"[Warning Signal] Customer {Name} falls under Pattern ③."
NPS: {NPS score} points (detractors)
Emotional temperature: {Emotional temperature} (hot/warm)
The person in charge feels that the relationship is good,
The customers themselves are dissatisfied with the service.
Without informing the person in charge, the manager first...
We recommend interviewing customers directly.
Service quality, price, and response speed
There may be some dissatisfaction.
This workflow is the greatest value of integrated management.
By cross-referencing with NPS data, we can detect "service dissatisfaction" that would otherwise remain hidden if information management were handled solely by the person in charge.
Workflow ③: Designing the timing for requesting referrals from recommenders
× Emotional temperature = "hot" or "warm"
Action: Create a task for the person in charge
"Customer Name is an NPS recommender (NPS score of {} points) and
The emotional temperature is hot/warm.
This is the perfect time to request a referral.
We received very positive feedback in the recent survey.
If you don't mind, could you introduce me to someone you know?
Please introduce them in this natural way."
The simple strategy of "asking customers with high NPS for referrals" becomes more effective when combined with emotional temperature data.
Workflow ④: Following up with customers who have not responded to the NPS.
× 30 days have passed since the NPS measurement date.
Action: Create a task for the person in charge
"Customer {Name} has not yet responded to the NPS survey."
NPS submission date: {NPS measurement date}
Emotional temperature: {emotional temperature}
If your emotional temperature is below cool:
Before sending out reminders about completing the survey
Prioritize communication aimed at improving relations.
If the temperature is warm or higher:
Should I confirm this verbally the next time we meet?
Please consider resending."
Three strategies to increase NPS response rates
The biggest challenge with NPS is the low response rate.
① Send only to customers whose emotional temperature is hot or warm.
→ By asking when the relationship is good
Response rates and honest feedback will increase.
② Limit the number of questions to one.
→ One question: "Please rate on a scale of 0 to 10"
Only the free-response section for "Please tell me the reason" is available.
→ The longer the survey, the lower the response rate.
③ Add a personal message from the person in charge.
→ "This is a request from Yamada (the person in charge)."
Sending the message under an individual's name increases the response rate.
Dashboard Design – NPS Management Screen for Monthly Review by Management
KPI①: Current NPS score (Promoters %) - Detractors %)
Goal: Maintain an above-average position in the industry.
KPI ②: Number of critics (number of customers requiring immediate attention)
KPI ③: NPS non-response rate (reciprocal of response rate)
Graph ①: Monthly trend of NPS score
Graph ②: Matrix distribution of NPS × emotional temperature
(Distribution of customer numbers into 4 quadrants)
List: Critics × Customers with a Hot/Warm Emotional Temperature
(Pattern 3: Highest priority escalation target)
Summary: Integrate "customer feedback" and "sales representative observations."
While NPS is a powerful method for quantifying customer feedback, it alone cannot capture "the current state of the relationship."
Emotional temperature can capture daily changes in relationships, but it is subject to the subjective bias of the person in charge.
By integrating these two, we can see whether the customer's own evaluation and the representative's observations are consistent or divergent .
The most important thing is detecting pattern ③.
"The person in charge may think they are satisfied, but the customer is dissatisfied with the service"—without NPS, you will never realize this situation.
The integrated management of NPS and emotional temperature is a "three-axis management" system that further develops the two-axis design of CRM 4.0 (nurturing score x emotional temperature).
First, add an NPS field and start by entering the results of your most recent survey.
Click here for a 30-day free trial of EMOROCO CRM Lite.
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/
Related article
- A "two-axis matrix" of nurturing score and emotional temperature—gain a clear understanding of customer relationships through objective and subjective data.
- Designing CRM to reduce churn: How to predict churn using emotional temperature and nurturing scores
- What happened to a company that continuously used Emotional Temperature for a year? — The compounding effect of CRM 4.0
- Designing CRM ROI Reports that CFOs and Management Should Review
- Turning the Six Key Factors of CRM 4.0 into Practice: A Summary of EMOROCO CRM Lite Implementations for Each Key Factor
Related articles and pages
Person who wrote this article
Articles in the same category
-
Why you should invest in CRM now [Series 3] Why "any CRM will do" […] -
Why you should invest in CRM now [Series 2] Another invisible crisis […] -
Why you should invest in CRM now [Series 1] What companies that survive recessions do […] -
Risks of managing customer information in Excel — Losing a computer can lead to other problems […] -
Japanese companies' customer information is being targeted from all over the world — now, CRM is being used to […] -
Mutual Aid and Welfare System Utilization Guide — EMOROCO CRM[…]



