Sprinklr Transforms Customer Success Operations with Automated Insights
Challenge
Sprinklr’s Customer Success team struggled with a lack of real-time insights and reporting capabilities. They needed accurate, consolidated data to track customer engagement and support their growing Sales and Success organizations. Manual processes for generating success decks consumed valuable time and led to inconsistencies.
Solution
Madison Ave Consulting partnered with Sprinklr’s regional and international success teams to implement a comprehensive solution using Conga Composer and Salesforce. The goal was to automate the creation of weekly success decks while standardizing and consolidating data for accuracy.
Key steps included cleaning and integrating data sets in Salesforce, customizing success decks with color formatting, imaging, email relay, and custom permissions, and linking external data sources for a unified view. A centralized report with customizable filters for eight global regions was developed, drawing insights from Salesforce and FinancialForce.
Results
- Automated success deck generation, saving time and ensuring consistent, professional output.
- Improved visibility into customer success metrics across global regions.
- Streamlined data management, consolidating multiple systems into a single source of truth.
Powerful Impacts
- +173 hours saved annually through automated deck generation, allowing customer success managers to focus on customers
- Enhanced customer insights, enabling data-driven decisions and proactive customer engagement.
- Greater operational efficiency for Sprinklr’s Success teams worldwide.
This success story demonstrates the transformative impact of Madison Ave Consulting’s tailored solutions, delivering measurable results and operational excellence for Sprinklr.