CF Workflow

Are you putting critical information into the hands of decision-makers when they need it? The CF Workflow suite, a powerful and versatile component of the CFI platform, helps ensure that organizations are not flying blind when it comes to making decisions that impact operations or strategically address goals.

Core Functionality

CF Workflow suite helps businesses turn insights into clear action. With CF Workflow, time-sensitive information is not simply available—it is delivered to the individuals who need it the most, whenever they need it. Core functions include:

• Alerts to trigger workflow based on customer feedback.
• Push Reporting to schedule and push data throughout the organization

Identify Problems, Resolve Issues

It is one thing to know that a customer service problem exists; it is another to resolve it. With closed-loop resolution, customer issues won’t become customer nightmares.

CF Workflow helps organizations identify problems, take action, and resolve issues. Case Management works hand-in-hand with Alerts to:

• Trigger alerts based on low satisfaction across multiple touchpoints.
• Assign case ownership and bring in other team members when needed.
• Track progress via status reports and drive actions to closure.
• Analyze performance and case-closure metrics for resource planning.

Manage Documents

CF Workflow supports document management functionality that facilitates information sharing and cross-company collaboration through its Document Management module. This module helps manage access to critical documents that result in more clarity for decision-makers and greater security for organizations.

Turn Insights Into Action

The Online Action Planning (OAP) solution gives operational executives and customer experience professionals the tools they need to proactively design, manage, and track their customer-driven initiatives. OAP delivers a core set of project management capabilities helping management teams translate customer insights into actions that drive meaningful business improvements.

Customer Feedback Insights Platform

The CF Workflow suite is an integrated component of CFI Group’s technology platform. This platform provides continuous monitoring of the customer experience across multiple channels and provides insights for action based on customer feedback.