Engagement overview
Our client
Business objectives
Consolidate customer data into a unified platform to achieve a full view of customer interactions and preferences
Increase and streamline pre-call verification to boost call volume and reduce manual workload
Mitigate compliance risks by implementing a system to automatically identify and suppress restricted contacts, avoiding potential fines
Develop personalized and efficient communication strategies to foster deeper customer engagement and loyalty
Our solution
Implemented a centralized Salesforce solution to consolidate all customer data, providing a 360-degree view of customer interactions. This simplified data access and improved customer understanding, enabling more targeted outreach
Introduced a color-coded “Traffic Light" System status indicator in Salesforce (Green for open contact and Red for prohibited communication). This system, enabled faster decision-making, reducing compliance risks & operational delays
Automated pre-call checks were introduced that eliminated manual tasks and increased outbound call volume. This streamlined workflow allowed sales and service agents to focus more on meaningful interactions, enhancing productivity
Integrated the Suppress, Throttle, Opt-out, and Preference System (STOPS) to automatically filter out restricted contacts, lowering regulatory risks and avoiding fines. This boosted compliance and reinforced customer trust
Eliminated manual checks by creating centralized and automated customer contact processes for experienced managers, ensuring a more efficient workflow
Our tech stack