Jackson Hewitt Customer Story - Hero Image
HomeCustomer StoriesJackson Hewitt
Jackson Hewitt company logo

Jackson Hewitt improves efficiency and boosts star ratings

Industry
Financial services
Company Size
5000+ employees
Location
United States
80%
reduction in case handling time
150%
increase in review responses

The Challenge

Jackson Hewitt makes tax preparation easy and efficient. But when the company encountered inefficiencies in its social media management workflow, it decided to reevaluate its toolset. 

We were able to take a fractured process with no consistency that was based on individual performance in 5,200 locations and centralize it, so that we have a single brand message, one voice for Jackson Hewitt.

Headshot Bergstrom
Jason Bergstrom,
Sr. Director, Client Care & Operations Support
, Jackson Hewitt

Managing customer feedback effectively is critical for any company with a large, distributed presence. As the second-largest assisted tax preparation company in the U.S., Jackson Hewitt operates over 5,200 locations across all 50 states. With so many offices, maintaining a consistent brand experience and responding to customer feedback in a timely and effective manner became a significant challenge, especially on platforms like Google My Business (GMB). 

Jackson Hewitt faced a few key issues: 

Fragmented review management: Each location was independently responsible for managing and responding to GMB reviews, leading to inconsistent messaging and varying levels of engagement. Franchisees, who are independently owned and operated, often provided responses that did not align with the company’s brand standards or tone. 

Compliance and training gaps: With thousands of reviews across multiple locations, the risk of non-compliant or inappropriate responses increased. Without centralized oversight or proper training for agents, ensuring replies met regulatory and brand guidelines was a daunting task. 

Inefficient workflows: Internally, the team struggled with inefficiencies in managing GMB accounts. They faced long loading times, inaccurate search functionalities and limited filtering options, which hindered productivity and delayed response times. The lack of a streamlined process made it difficult to monitor performance and escalate issues effectively. 

These challenges resulted in slower response times, reduced productivity and an inconsistent brand voice, all of which negatively impacted Jackson Hewitt’s ability to manage its online reputation effectively. To solve this, the company needed greater scalability, compliance management, and centralization — and they sought Sprinklr to help.

The Solution

To address the challenges of managing reviews across 5,200 locations, Jackson Hewitt expanded its use of Sprinklr to create a unified platform that would centralize all GMB review responses.

The company was already using Sprinklr in its contact center, where Sprinklr Social and Social Listening allow the team to see everything in one place, gather insights and handle social media responses. A unified platform would enable Jackson Hewitt to simplify review management, improve response times and provide comprehensive oversight of all customer interactions. 

Increased scalability 
Sprinklr's GMB account addition workflow provided a scalable solution for Jackson Hewitt's social media team. This new workflow allows the team to efficiently add and manage GMB accounts in bulk, without impacting system performance. As Jackson Hewitt grows, they can rely on Sprinklr to help them track similar metrics, stay on top of  communication and project a consistent brand voice. 

Streamlined review response process 
Jackson Hewitt also implemented Sprinklr AI+ and established a library of carefully crafted, pre-approved responses to GMB reviews. Together, these capabilities allow the social media team to efficiently generate and personalize responses. They’ve created up to five options for each Jackson Hewitt location, ensuring quick turnaround and consistency across all locations. Additionally, the social media team has set up a process to promptly escalate any issues reported in reviews to ensure they are addressed effectively. 

The Outcome

Centralized management leads to an 80% reduction in average case handling time and improved consistency in messaging 

Internally, the GMB review process has become much more seamless. The team can now view and manage all of the reviews in one place, and the information is easy to aggregate and articulate to others. This change has resulted in the team becoming much more strategic in their efforts to improve ratings. Jackson Hewitt's average case handling time has gone from 10 minutes to around two minutes — an 80% reduction. 

“We’re also answering basically 100% of all reviews, where it was probably more like 40% in the past," explains Bergstrom.  

During peak times, Sprinklr’s capabilities have drastically lightened the load. The social media team uses a Sprinklr dashboard to track review volume, which averages around 1,000 GMB reviews each month during busy seasons. This insight has allowed them to establish internal KPIs and respond to reviews more promptly. 

“Even during tax season, Sprinklr’s ability to organize everything into work queues has really streamlined our process,” Bergstrom says. “We’re handling a lot more reviews now, and we’ve become much more efficient, managing everything with about half the effort we used to need."  

By streamlining the review response process and improving overall efficiency, Sprinklr has enabled Jackson Hewitt to take a much more strategic and organized approach to managing GMB accounts and responding to reviews. These efforts help the company deliver a more consistent customer experience, whether from an individual franchise or from a corporate-owned storefront. 

“We were able to take a fractured process with no consistency that was based on individual performance in 5,200 locations and centralize it, so that we have a single brand message, one voice for Jackson Hewitt,” says Bergstrom.