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 SalesForce
- Upload the reports to Qualtrics as contact lists
- Export the Contact Lists with specific embedded data the phone center needs
- Distribute the different survey types to the different reports (6 total, but two lists for each survey for US/Global)
- Download the survey links
- Copy the links column over into the exported contact list
- Send the resulting file to the phone provider for delivery
As 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