CASE STUDY

Direct Line Tele Response—Case Study 1

The Challenges
CRM Integration

  • Answering and messaging service needed to modernize operations
  • Automate multi-step processes and workflows to improve efficiency and quality of service
  • Minimize human error, data omissions, and task scheduling issues

Every call counts for Direct Line Tele Response, a nationally recognized inbound call and messaging enter that also provides outbound emergency dispatch and other services to over 800 clients. Exceptional client experiences, backed by a highly trained staff and cutting-edge technology, are central to the company brand.

When Direct Line sought to modernize its operations to deliver even better service to its clients, it turned to Quick Base. Quick Base enabled the company to build core operational apps like CRM, HR, and Help Desk, on one flexible, reliable platform. For the last five years, Quick Base has been a key facilitator in competitively differentiating the company’s service offerings.

“With Quick Base Automations I’ve been able to automate a whole bucket of tools in just the past few weeks. It’s that easy.” —John Freire, IT Director at Direct Line

Direct Line Tele Response • Case Study 2

Direct Line Quickbase“Quick Base Automations enable us to reduce the check list of things our staff has to do, which not only helps eliminate their pain points but also promotes faster adoption of the workflows we want them to use.” John Freire, IT Director at Direct Line

 

 

 

 

The Solution

  • Quick Base as a platform for improving enterprise-wide efficiency and client satisfaction
  • Easy-to-build Quick Base Automations that seamlessly execute actions

Quick Base has become synonymous with operational simplicity and ease, helping Direct Line raise the bar on productivity and modernize functions like project and inventory tracking and process control. It has also optimized Direct Line’s ability to integrate with even the most complex systems via Quick Base API calls, and enables customers to customize consumption of its services in ways its competitors cannot. When Quick Base released its Automations feature, the Direct Line team saw an opportunity to automate their critical processes even faster.

“I’ve always wanted to learn how to program ‘magic buttons’ where you could, for example, click a button to instantly assign a ticket to a person or automatically add a note to an existing action,” says John Freire, IT Director at Direct Line. “With Quick Base Automations I’ve been able to automate a whole bucket of tools in just the past few weeks. It’s that easy.” Quick Base Automations are enhancing Direct Line’s ability to serve by shaving even more time off multi-step processes and workflows like agent monitoring, tracking tickets, and logging/reporting. One button triggers or programmed actions that occur on a schedule, when data changes, or when certain thresholds/parameters are met, can now be set up in minutes without writing any code.

The Benefits

  • Elimination of time-consuming manual record creation in an internal QC system
  • Freeing up customer care specialists’ time by automating ticket management
  • Removing the pain points in workflows that people use on a regular basis
  • Rapidly building more custom automations to benefit more areas of the business

Direct Line Tele Response • Case Study 3

Call Center with CRM IntegrationThe benefits of process automation at Direct Line are many. The company has seen improvements in several key areas including automated generation and tracking of call scores, faster issue resolution from support tickets, and access to information-rich dashboards for team members and executives.

“By using these pre-programmed buttons we’re saving minutes a day on many tasks—and all of that adds up,” says Alex Molochko, applications specialist and systems coordinator at Direct Line. “Quick Base Automations enable us to reduce the check list of things our staff has to do, which not only helps eliminate their pain points but also promotes faster adoption of the workflows we want them to use.” The steady release of new product features in Quick Base has helped inspire the Direct Line team to find new challenges to solve. The next frontier is automating key sales activities. “The rollout of new Quick Base features—like simplified workflow automations—enables us to continually innovate in ways that help us deliver more value to our business and our clients,” says Molochko.

 

 

About Quick Base

Quick Base provides a cloud-based platform that empowers problem solvers to quickly turn ideas for better ways to work into apps that make their organizations more efficient. For nearly 20 years, people of all technical backgrounds have been using the Quick Base platform to create solutions that streamline processes, capture real-time data, and improve company operations, all while working in concert with existing IT systems. Based in Cambridge, MA and a former division of Intuit, Quick Base has a 6,000+ customer universe of app-enabled businesses that spans all industries and company sizes, and includes more than half of the Fortune 100.

For more information, please visit: www.QuickBase.com

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