Recommended platform setup to help your business drive customer engagement and satisfaction

Use Medallia Concierge to turn prospects into customers, increase customer satisfaction scores and build customer advocates by providing exceptional customer service.

KEY INTERACTIONS to think about:

• Automating / facilitating lead inquiries by prospective customers

• Lead conversion by providing quotes/estimates and easy appointment scheduling

• Automated appointment reminders and customer confirmations to reduce no cancellations.

TEMPLATES to create to help answer customer FAQs

• Hours of business

• Service Confirmation

• Pets on Property

• Cancellation Policy

SEGMENTS to setup to help target your communication

• Prospect

• Customer

• Service Schedule

• Upcoming appointment

ZINGS to create to help automate your communication and processes

• New customer registration

• Appointment reminders

• Escalations

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.