Case Study: Standard & Poor's achieves cost savings, simplified processes and improved service with ClickTools

Standard & Poor’s trust Clicktools to care for their clients’ Satisfaction Results

Standard & Poor’s, a 150‑year‑old global provider of financial market intelligence with over 10,000 employees, needed to automate its weekly client satisfaction surveys and link responses directly to Salesforce support cases. Raj Bansal, Senior Director, Global CRM, required a survey tool that integrated seamlessly with their CRM and offered strong implementation support.

They selected Clicktools for its native Salesforce integration and hands‑on support, and deployed the solution within days. Automation reduced costs, simplified processes, improved service levels, and S&P is expanding use across the organization, including a recent Web2Case rollout.

Standard & Poor's

Raj Bansal

Senior Director, Global CRM