Recommended platform setup to help optimize your business processes

Use Medallia Concierge to streamline business operations by sending automated appointment reminders to reduce staff time, send communication to employees while in the field of appointment cancellations/reschedules and drive employee loyalty by celebrating service anniversary dates or birthdays.

Here is our recommended configuration to help optimize your business processes and drive your employee satisfaction

KEY INTERACTIONS to think about:

• Technician communication

• Employee schedules

• Timecard reminders

• Internal meetings

TEMPLATES to create to quickly send communication to employees and customers:

• Rescheduling appointments for no show

• Daily schedules

• Emergency appointments

SEGMENTS to setup to help target your communication:

• Region

• Employee

TAGS that can be temporarily applied to individual contacts:

• No show

ZINGS to create to help automate your communication and processes:

• Employee anniversary date

• Employee birthday

• Customer anniversary

Want to see a step by step walkthrough of this and other Professional Service use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.