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Objective and Scope

Table of Contents

NPS allow to perform the whole feedback loop directly in Salesforce CRM and provide users the following experience:

o View NPS survey results, and NPS Score evolution for their contacts / accounts, through visual dashboards
o Complete their feedback forms
o Track their NPS actions


 

Reference Documents

Frontline NPS training material

NPS users maintenance : In order to maintain on regular basis the NPX licences , 2 weekly reports are running to identify new Icare users to be created in NPX or users to be deactivated . (New NPS users - NPS users deactivated recently Nina Song & Ivete Alves (Anne Gilles backup) subscribed to receive notification when action is required. Procedure to create & update users in NPX


 

Key Roles and Responsibilities

  • SBS Support Maintenance → SBS CRM L3 : Anne Gilles (WW) / Ines Somatri (EU) / Nina Song (CN) / Dharmika Paladugu (US)
  • SBS Evolutive Maintenance → SBS CRM functional analyst - Françoise Coussy

Contact for data issues: Ayeshwaria Jeyakrishnan

Who can send again a survey? Commercial Excellence.


Version Control

VersionDateDescription
0028/11/2019Draft version




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