Looking for ideas to simplify contact list/distribution process

cfriend · 2020-09-02T19:43:45+00:00

Dear Community,I administrate the CX program for a field service organization. We use a third party phone provider to deliver the surveys through Qualtrics. Our current practice (which I inherited from the previous owner) follows:Generate contact list transaction reports out of SalesForceUpload the reports to Qualtrics as contact listsExport the Contact Lists with specific embedded data the phone center needsDistribute the different survey types to the different reports (6 total, but two lists for each survey for US/Global) Download the survey linksCopy the links column over into the exported contact listSend the resulting file to the phone provider for deliveryAs you can imagine, this takes a good half a day every Monday when we distribute the previous week's transactions. I don't have support from IT to integrate Qualtrics into SalesForce right now. I have an Email survey set up but our contact list is incomplete and we don't have email for all customers. Any thoughts on ways I could improve this process in the short term while I work towards email surveys and SalesForce integration?Thanks ahead of time,Colin

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