A large US Enterprise wanted to improve their customer experience, enhance data management, and leverage automation capabilities for efficient workflows. They required expert consultation and implementation services for a unified, future-ready platform, so they approached Exavalu.
01
Advisory
02
Implementation
Our client relied on manual, time-intensive, and inefficient appointment scheduling processes. They lacked visibility in key marketing metrics such as customer retention and site utilization. Disparate data sources hindered actionable business insights, while the absence of self-scheduling capabilities and automation led to communication gaps with the customers.
Exavalu focused on defining future processes for scheduling, pre-screening, and collections, ensuring a structured approach to customer management. We started with a detailed assessment of Salesforce Sales Cloud and Lightning Scheduler to evaluate its suitability as the future platform. We then developed a complete roadmap to align our client’s business processes with Salesforce CRM capabilities.
Our solution followed a low-code approach to minimize maintenance, while enabling flexibility for enhancements. We introduced proper Email and SMS channels to automate transactional communication and enhance customer engagement. We also implemented flow-based automation to calculate customer eligibility and leveraged complex business rules to streamline pre-screening and collection workflows.
