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Financial Services Case Studies and Success Stories with Leaptree Optimize
CASE STUDY a financial services organisation
A financial services organization wanted to improve their QA around call performance among sales and support agents. They implemented Leaptree, which was easy to set up and flexible for adding and ad...justing scorecards. This improved QA and the call experience for customers, making it a gamechanger for the organization.
A financial services organization wanted to improve their QA around call performance among sales and support agents. They implemented Leaptree, which was easy to set up and flexible for adding and ad...justing scorecards. This improved QA and the call experience for customers, making it a gamechanger for the organization.
Other Industry Case Studies and Success Stories with Leaptree Optimize
CASE STUDY Air Canada Cargo
Air Canada Cargo faced challenges with their manual CX Quality Assessment program, which was time-consuming and subjective. They needed a more efficient solution. They implemented Leaptree Optimize, ...a Salesforce native platform, which allowed for easy setup and automation. This led to a 30% reduction in costs and a 25% time saving in scheduling. The system improved efficiency, transparency, and data accuracy, fostering a data-driven culture and enhancing customer service.
Medicomp used to spend a lot of time calculating sales commissions with Excel. This was slow and made sales reps unhappy. They switched to Leaptree Incentivize to automate the process. Now, they spen...d 75% less time on commissions. Sales reps can see their performance and earnings in real-time. This has improved team motivation and focus.
Air Canada Cargo faced challenges with their manual CX Quality Assessment program, which was time-consuming and subjective. They needed a more efficient solution. They implemented Leaptree Optimize, ...a Salesforce native platform, which allowed for easy setup and automation. This led to a 30% reduction in costs and a 25% time saving in scheduling. The system improved efficiency, transparency, and data accuracy, fostering a data-driven culture and enhancing team motivation.
ChowNow needed to improve its Quality Assurance process as it was time-consuming and error-prone. They used Excel and Salesforce, which were not efficient for their growing needs. ChowNow chose Leapt...ree Optimize for its compatibility with Salesforce and ease of use. The new tool saved them 90% of the time on quality reporting, reducing the end-of-month reporting time to less than two hours. It also provided deeper insights into quality, allowing for data-driven improvements.
ChowNow needed to improve its Quality Assurance process as it expanded globally. They used Excel and Salesforce, which was time-consuming and error-prone. Leaptree Optimize provided a solution that i...ntegrated with Salesforce, making it easy to use and efficient. As a result, ChowNow saved 90% of the time on quality reporting, reducing the end-of-month reporting time to less than two hours. The tool also provided deeper insights into quality, allowing for data-driven improvements.
