Currently, survey results and audio files are accessed from the Daniel Group Portal and resolved in CIM. The Daniel Group has expressed that they have API specifications that would push surveys resolved on their portal into CIM, thus eliminating repetition.
The goal is to have one access source to manage and resolve surveys, namely the Daniel Group portal, and to automate the resolution status into CIM, and ultimately in SalesLink. Through this automation, SalesLink will provide a more holistic view of the customer, along with access to analytics and to identify further action steps.
Justin VAhlborn
