B2B: Onsite Service Experience
About the App
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Xchange Listing | ||
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Description |
Enables onsite field service teams to drive improvement and customer satisfaction by providing them with feedback after a service engagement as well as service tech coaching and follow-up workflows to capture additional insights. This solution provides account managers and executives with visibility through a 360° account satisfaction view. | |
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Prerequisite |
B2B: Base | |
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Intended Trigger |
Completion of an onsite service visit | |
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Hierarchy Unit |
Service Technician | |
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Survey Forms |
1 |
Onsite Service Survey |
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Survey Modes |
1 |
Feeded Web Survey via Medallia Best Practice Template HTML Email Invitation |
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Survey Designs |
1 | |
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Available Pre-Configured Translations |
Survey Form & Email Invitation |
English, Spanish (Spain), Spanish (Mexico), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese |
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Reporting |
English, Spanish (Spain), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese | |
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Reporting Roles |
6 |
Admin, Insights, Executive, Regional Head of Operations, Service Operations Manager, Service Technician The Admin, Insights, Executive roles are shared by all B2B Solutions included in this scope of work. |
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Alerts |
3 |
Detractor, Low Driver Satisfaction, Promoter |
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Closed Loop Feedback Forms |
1 | |
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Template Data Integrations |
1 |
• Invitation feed (up to 15 templated fields) |
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Automated Batch Exports |
1 |
Record-level |
App Supporting Materials
The following table provides quick access to all essential supporting materials for the B2B: Onsite Service Experience BPP, including data design specifications, dummy data sets, survey and branding details, and translation files, available in Google Sheet, Excel, and PDF formats.
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Document Name |
Google Drive |
Excel |
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B2B Onsite Service - Data Design | |||
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B2B Onsite Service - Survey and Branding Specification |
B2B Onsite Service - Survey and Branding Specification Google Drive |
B2B Onsite Service - Survey and Branding Specification Excel | |
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B2B Onsite Service - Dummy Data |
N/A | ||
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B2B Onsite Service - Translations |
