Virtuous Cuts Customer Onboarding Time by 50% with Trifacta
Core Challenges
Virtuous as a start-up company had a platform to engage non-profit organizations and donors. Data migration specialists were doing everything manually in Excel per customer to migrate CSV data. Customers had multiple migrations, but nothing was repeatable.
Unfortunately Virtuous was faced with multiple escalations from customers on migration issues. As a result employee workloads were not manageable and the time to resolve those issues was taking up to 300 hours.
How Trifacta Solved this Problem:
Trifacta has allowed Virtuous to streamline the onboarding process and eliminate manual processes. Leveraging starter templates in Trifacta for popular CRM sources has standardized and automated their processes.
Benefits
Financial Savings
Before Trifacta there was a manual and time-consuming process which is now a repeatable solution saving time and use of resources. This has reduced customer onboarding costs by $200,000 a year.
Improved Customer Satisfaction
After transforming data with Trifacta and importing the data into a custom Virtuous tool it has eliminated excel and streamlined the onboarding process decreasing escalations by 30%.
Established Efficient Workflow
Templates built in Trifacta shared with teams has reduced time spent on manual processes and repetitive work. As a result Virtuous increased employee satisfaction and work life balance.