Streamlining the Sales Process for Revenue-Boosting CX// project verticals ?>
- Audience Definition
- Service Design
- UX + Content Strategy
- Visual Design
- Salesforce Marketing Cloud
What We Did
Stream is the largest direct marketer of energy services in the United States, and it operates primarily in Texas, Georgia, and the Northeast. Although extremely successful in its core markets, Stream wanted to expand both its geographic presence and its product offering. It had started to do so quickly, adding multiple platforms and sites and creating a disjointed customer experience. To pull it all together, we designed a solution that incorporates Stream’s marketing site, enrollment funnel, and customer portal in a unified system.
Products + Experiences
The company was aiming to go to market with new services that could be sold through its existing channels, including mobile service and personal insurance plans like credit monitoring and identity theft protection. Moving quickly to add new products and reach new markets, Stream had spread its digital presence across multiple platforms and sites, including a marketing site on WordPress, plus three different customer enrollment sites and an equal number of customer service portals. There was no way to personalize the site and the customer experience was disjointed. Moreover, the company was missing out on key opportunities to upsell existing customers; a customer who wanted to purchase multiple products had to bounce around to several sites. We designed a visual system that integrated Stream’s marketing site, enrollment funnel and customer portal, creating a cohesive, consistent customer experience.
Creating a unified Stream system included knowing where customers had come from (using geolocation), what they had been looking at, and what services the customer currently had, and then personalizing aspects of the site using the Sitecore Experience Platform. The new system was designed to work responsively on desktop, tablet, and mobile devices. Users could shop among the services, sign up in one flow, and seamlessly be taken to Stream’s customer portal. Now customers can view billing, payments, usage, and account data for all of their services in a single unified dashboard.
reduction in identity verification calls
customer service calls
revenue stream in record time