Financial services · Enterprise
Coast Capital Savings
The customer service team fielded calls in one standalone system while marketing handled similar customer questions on social. Neither side could see the other, and reporting was manual.
Developed, integrated, and migrated a new platform into Salesforce so the customer dashboard and intel were secure and shared across departments. Released website status notifications, fed social trends and topic notes to the service team, and tied social profiles to customer care where it made sense. Reporting went from a manual process to live, automated, and scheduled: downloadable reports delivered to the C-suite and board.
- 0%
- drop in downtime complaints
- 0%
- growth in social audience
- 0%
- less reporting time
Reporting time: manual vs automated
Reporting time fell from an index of 100 when manual to 5 once automated, a 95% reduction.
95% reduction.
Downtime complaints: before vs after
Downtime complaints fell from an index of 100 before the work to 10 after, a 90% drop.
90% drop.




