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Case Study · Real Estate Customer Experience & Digital Transformation

SAAS Properties. Elevating Customer Experience (CX) with an Integrated VOC Strategy

SAAS Properties launched a Voice of Customer (VOC) strategy, capturing key customer and broker feedback through surveys, interviews, and live data tracking. This structured approach provided actionable insights, closing the feedback loop and driving improvements in customer satisfaction and experience.

VOC StrategyCustomer ExperienceCX Strategy
Client
SAAS Properties
Industry
Real Estate Customer Experience & Digital Transformation
Date
2024-11-05
Timeline

01The Impact

The results, up front.

Types of Customers
2
Across SAAS' business units
CX Metrics Used
3
To assess customer sentiment
Touchpoints Covered
20
Covered Across the journey

VOC Strategy: The VOC strategy provided a structured approach to capturing and analyzing customer and broker feedback. Closed-Loop Process: Ensured that feedback was not only collected but also acted upon, with clear communication back to customers. Actionable Insights: Enabled SAAS Properties to identify and address key issues, improving overall customer experience and satisfaction.

02 — The Challenge

Where they started.

Net Promoter Score (NPS) Customer Satisfaction (CSAT) Customer Effort Score (CES) Surveys Customer Interviews Focus Groups Feedback Forms Conversations with Customer-Facing Employees Social Media Monitoring Live Chat Analysis Website & App Behavior Tracking Recorded Call Data Online Review Platforms

03What We Did

The work.

01

Worked closely with the Call Center, Sales, Marketing, P…

Worked closely with the Call Center, Sales, Marketing, Post-Sales, Community Management, and Facility Management teams to ensure alignment in feedback collection processes.

02

Established specific roles for each department to ensure…

Established specific roles for each department to ensure data was collected consistently and effectively across all customer touchpoints.

03

Conducted a review of industry best practices for VOC pr…

Conducted a review of industry best practices for VOC programs to identify successful strategies that could be adapted for SAAS Properties.

04

Benchmarked the company’s existing feedback mechanisms a…

Benchmarked the company’s existing feedback mechanisms against competitors and industry leaders to pinpoint gaps and opportunities for improvement.

05

Integrated feedback collection tools such as surveys, li…

Integrated feedback collection tools such as surveys, live chat analysis, and social media monitoring systems into existing workflows to streamline the process.

06

Developed two system maps to manage and centralize data…

Developed two system maps to manage and centralize data from multiple channels, ensuring all feedback was securely stored and easily accessible for analysis.

07

Provided training to customer-facing employees on how to…

Provided training to customer-facing employees on how to engage in meaningful feedback conversations with customers, ensuring the feedback collected was valuable and actionable.

08

Created instructional materials and held workshops for t…

Created instructional materials and held workshops for team members on how to monitor and analyze feedback from digital platforms like websites, apps, and recorded calls.

04 — Approach & Methodology

How we got there.

CX Consultant

05In Practice

Project samples.

SAAS Properties project sample 1
SAAS Properties project sample 2
SAAS Properties project sample 3
SAAS Properties project sample 4
SAAS Properties project sample 5
SAAS Properties project sample 6

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