The Client
The Problem
- Manual tasks created inefficiencies
- Communication wasn't being tracked or measured
- Abundance of data that was difficult to manage
- Current process made handoffs between team members clunky
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Limited Control
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Limited Control
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Limited Control
The Solution
- Implemented GetFeedback during customer account sign up to capture key customer details.
- Integrated GetFeedback with Salesforce and wrote Salesforce formulas and triggers to reformat the survey data into consumable text.
- Concatenated response data with dynamic, tailored communications.
- Implemented Outreach.io and synced data into Outreach to automatically generate personalized emails and text messages.
- Outreach also synced all calls, emails, and text messages back to Salesforce.
The Outcome
Brideside was able to increase their engagement with brides, getting higher response rates to all of their touchpoints. All engagement was tracked in their CRM, giving managers the ability to ensure nothing slipped through the cracks, and providing powerful reporting back to the leadership team on their sales effectiveness. Best of all, all brides got tailored communication customized to the information they had already provided the brand, increasing their love for Brideside.
Brideside increased their engagement with brides and saw higher response rates to all of their touchpoints.
With all engagement being tracked in their CRM, managers had better visibility into their data and were able to better provide sales effectiveness reporting.
Customers got more personalized messaging, enhancing their customer experience.
The Tools
The Tools
Brideside
Brideside chose us because they needed a partner who had vast experience in areas beyond just sales or customer service. Before turning to us, Jackie was unsure how she would implement her bold vision for the future of customer communication for the brand. Her mission was bigger than just sales, and extended across sales, marketing, and account management. The interconnectedness of those business functions is the reason that we were founded and remains one of our many unique differentiators.
Founder of More Than Energy
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About Aptitude 8
Implement. Integrate. Optimize.
Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.
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