DemandBlue simplified and automated customer feedback program by integrating Salesforce Surveys with existing in-house IT systems thereby improving customer experience.

 

About the Client

The client is a leading financial service provider offering various insurance and financial solutions for Blue Cross and Blue Shield organizations across America.

 

Solution

  • DemandBlue integrated Salesforce surveys with existing in-house IT systems to automate and save survey responses for both new and updated customer contacts.
  • Developed new process builder for contacts that triggers automatic request to fill out NPS survey forms for freshly added or updated contacts.
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Benefits

  • Process Automation reduced manual intervention, helped create reports on the fly, better analyze NPS survey responses, and improved overall business efficiency.
  • Enabled the client to understand their users and achieve higher customer satisfaction.

Salesforce: Sales Cloud, process builder, Salesforce Survey
Technologies: Process automation, integration services

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