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.