Home Resources Case study Bringing CSBA closer to its clients

Bringing CSBA closer to its clients

Tools used

  • Deck creation
  • Infographic dashboards
  • CX and EX management
  • PowerPoint batch reporting

CSBA needed a dashboarding platform that would free them up to spend more time with clients. Our software was at the ready.

The challenge

Less time writing, more time talking

Market research business CSBA wanted to spend less time writing reports, and more time with clients. The company runs benchmarking programs that need a lot of in-depth reporting, and a lot of time to divide findings into different categories. How could our software give them more time with clients, so they could understand and use the information in their reports?

“We did quite an extensive review of what was available – and we found that Forsta made it relatively easy to build reports and it provided the right frameworks. You’re able to drill down and do proper statistics within it. There’s a certain language that’s in MR, and Forsta.”

Paul van Veenendaal
Managing Director, CSBA

Our solution

Getting the right data to the right people

It was time for CSBA to get useful data into the hands of people working directly with products – their clients and those clients’ employees. Our platform could help them do that. With its flexible reporting tools and sophisticated market research functions, our dashboard software was the right fit.

The results

Boosting satisfaction scores by 9% in a year

With three major benchmarking programs running, CSBA has helped its clients reap rewards, fast. One program in the energy space, with eight major organizations taking part, saw satisfaction scores from new connections rise by 9%, from 6.7 to 7.3 in 12 months.

CSBA thinks that increase is because, thanks to our tools, they can now quickly get the right data to the right people– rather than spending ages putting a PowerPoint report together.

3

major benchmarking
programs running

9%

increase in
satisfaction scores

30

different pension funds

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