Five9 powerful tool for enrollments
Use Cases and Deployment Scope
We are using for our member enrollment process.We get eligible members data from our marketing team and integrated with the Marketing cloud. After automation is complete, all these will be loaded as records in our Salesforce environment and syncs into Five9 dialer via List Sync Plus add on package from Five9. Our agents login to Salesforce and then open engage widget. With the progressive dialer from Five9 calls get automatically connected to our agents. Previously our agents used to make manual calls and able to complete only 30-40 calls per individual. But now every agent is completing almost 100 calls which has increased their productivity by 300%.
Pros
- Progressive dialing
- screen pop up in salesforce when the call is connected
- List sync plus package for syncing records into Five9 Dialer
- Logging tasks in salesforce for every call.
- Very easy to disposition a connected call
Cons
- The Five9 VCC User Interface can be improved a lot
- recently they improved their reporting interface. Still lot of scope for improvement in UI here too
- Can improve capabilities around prioritization and automations that can be done with Salesforce.
Likelihood to Recommend
very well suited for large number of enrollments, registrations by insurance companies. Also we recently implemented it for automating a order placement.
Maybe not very well suited for live agent chat experience as there are limitations on texting, laggy performance in this area. I think its also hard to incorporate a payment system within the five9- salesforce automation.
