Medallia Concierge for Professional Services
Medallia Concierge can be a great communication tool for businesses with a professional service focus. Enable customers the ability to engage with your business and get real time information around services offered, reminders of upcoming appointments, and answers to their frequently asked questions regarding your business policies.
Below is our recommended starting configuration if you are new to Medallia Concierge and are looking for a good starting point on how to setup your service.
KEY INTERACTIONS to think about:
New Customer Registration
Appointment reminders - day before
After hours - auto response
TEMPLATES to create to answer customer FAQs:
Hours of business
Cancellation Policy
SEGMENTS to setup to help you group your contacts:
Prospect
Customer
Upcoming appointment
ZINGS to create to help automate your communication and processes:
Phone Call Zing
New customer registration
Appointment Reminder
5 minute escalation
Be sure to search through our video tutorials to see step by step how to build out everything outlined above.