Optimizing CRM Performance With Data Management and Salesforce Integration

Overview

Encompass-CX is a comprehensive client experience platform designed to evaluate the overall satisfaction of a customer base. It collects and analyzes relationship surveys and customer metrics to identify individuals with positive or negative experiences within each account. This valuable information is then delivered to the relevant teams through mobile or desktop devices, enabling them to take appropriate actions. In addition to measuring customer satisfaction, Encompass-CX provides a robust tracking system to ensure the collected data is gathered and effectively utilized to enhance the business’s overall performance.

Technical Stack

Industry

Information Technology

Region

Project Size

Non-Disclosable

Highlights

Salesforce Integration

Client management Algorithm creation

CRM management

Dynamic searches with filteration

How Bacancy Helped Encompass-CX

Objectives & Implementations

Managing large amounts of data and optimizing system performance.

Solution: Implemented robust data management strategies and optimized system performance through code review, refactoring, and caching techniques.

Customizing credit score calculations and providing comprehensive reporting capabilities.

Solution: Developed customized credit score algorithms and expanded reporting features for accurate calculations and insightful reporting.

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12+

Years of Business
Experience

1458+

Happy
Customers

12+

Countries with
Happy Customers

1050+

Agile enabled
employees

Core Features

Developed an Interactive dashboard with graphs and reports for data visualization.
User and role management features for authentication and authorization.
Integrated Qualtrics for seamless survey management
Calculated scores based on client-specific algorithms.

No. of Resources

Time Frame

February 2019 - Ongoing

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