Looking for ideas to simplify contact list/distribution process | XM Community

Looking for ideas to simplify contact list/distribution process

  • 2 September 2020
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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:

  1. Generate contact list transaction reports out of SalesForce

  2. Upload the reports to Qualtrics as contact lists

  3. Export the Contact Lists with specific embedded data the phone center needs

  4. Distribute the different survey types to the different reports (6 total, but two lists for each survey for US/Global)

  5. Download the survey links

  6. Copy the links column over into the exported contact list

  7. 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


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