Coconut Software

Coconut Software is a SaaS company specializing in customer engagement solutions for enterprise-level financial institutions and credit unions. The company offers a comprehensive suite of tools designed to streamline appointment scheduling, optimize customer interactions, and enhance overall service delivery. By focusing on the unique needs of the financial sector, Coconut Software has established itself as a leader in the industry, helping organizations modernize their customer engagement strategies and achieve greater business outcomes.

Please check out some of my work -

**Please note that the marketing team published under the pseudonym Kelly Wilson which is why she is listed as the author

Measure Your Marketing Campaign Success

How is your organization measuring where new opportunities are being generated from?  It has become vital for organizations to measure marketing campaign success by tracking the CTAs used in all forms of communication.

Digital Transformation to Improve Operations

Digitizing customer-facing channels specifically can help you improve customer experience while also improving efficiencies on the operations side.

The Top 3 Reasons to Implement Digital Customer Service Channels

Being able to interact with your financial institution, regardless of location, time, or medium through digital customer service channels is what differentiates a good customer experience from an amazing one.

TemboSocial Inc.

TemboSocial is a SaaS company that provides innovative solutions for employee engagement, recognition, and feedback. TemboSocial focuses on enhancing workplace culture and communication through its suite of interactive tools. By fostering a collaborative and appreciative work environment, TemboSocial helps organizations boost employee morale, retention, and productivity. The company's user-friendly solutions and commitment to improving workplace dynamics have made it a trusted partner for businesses looking to strengthen their internal communities and drive organizational success.

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TemboSocial Help - Logic and Branching

Sometimes you need to lead participants down a certain path of questions, skip a page of questions, or you need to show/hide certain later questions depending on how they answered earlier questions.

TemboSocial Help - Notify On Submit

Notify Participant sends an email to the participant after submitting the final question of your project.  The email includes a copy of the information the participant submitted.

TemboSocial Help - Including Calendar
Invitations

If your project is intended to register participants for an event, you may include calendar invitations (.ics files) directly within your survey, form or poll.