The Objective

E*TRADE asked us to guide the organization with the continued adoption of Salesforce.com by the Trading, Margin Lending and Cash Management business unit for analyzing customer feedback.  Increasing Data Integrity and implementing a Business Intelligence tool was integral.

The Deliverables

​Provide analysis and visualization on enterprise customer feedback processed from various intakes:

  • E*Trade.com website visitors
  • Customer Satisfaction Surveys
  • Customer Services Phone Support

The Benefits

​Provided common dashboard of Key Process Indicators (KPI’s) that will be used to measure customer responsiveness to E*TRADE products and product features.

Services Utilized

 

© 2019 Limitless Pro by Seo Themes. Built on the Genesis Framework.