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