Customer Success Stories
First Contact Resolution & Case Management
Smart Clothing Engineering & E-Commerce Company
Developed an FCR Dashboard to support the Customer Service team in managing open cases in an efficient way and measuring agent response time.
Customer Engagement Improvement
K-12 EdTech & Professional Services Provider
Implementation of an end-to-end process for collecting customer feedback, integrating it in real-time with Salesforce professional services events, and reporting on the results to measure CSAT and define follow ups.
Post Merger Integration
Professional Development Services
Created a joint sales process to support the acquisition integration of an EdTech business into a learning solutions company, allowing the new sales team to go to market as one, while fulfillment processes remained separate.
SALES PROCESS OPTIMIZATION
Leading K-12 Education Publishing & Technology Company
Level Up CRM increased sales productivity by 8 - 10% at a leading K-12 education company, by implementing a combination of business process improvements, Salesforce system optimizations, establishing KPIs and reporting to monitor progress, and introducing a coaching program.