YesAssistant Reviews & Provider Details

Its biggest plus has been the flexibility for various retail jobs. You can use the same engagement for order processing, returns, catalog work, live chat and even seasonal support with your team.

Their responsiveness is also useful. The team can adapt priorities to when order volumes are high or if more attention is needed on returns, catalog updates or customer enquiries.

And I like that when questions are not readily answerable by routine tasks, the ones that truly require clarification get back to our team. Review collected by and hosted on G2.com.

Training on the initial product catalog, given the volume of product specific information to realize efficacy, could be further streamlined.

However, once the team got used to our processes, it was far more entities-friendly the workflow has become. So that really was an onboarding decision, not a problem when continuously running. Review collected by and hosted on G2.com.

The biggest benefit has been the facility to support multiple finance operations simultaneously. The team of 4-5 supports Loan processing, Mortgage underwriting support KYCAML checks Claims adjudication collections Customer service.

The most impressive was how quickly did team get useful. However, we got good operational results in the first 30 days and having several dedicated resources provided more flexibility than a single person could.

When priorities were forced to shift, the team has been responsive too, which is key given how time-sensitive the documentation and workloads can be for financial workflows. Review collected by and hosted on G2.com.

Some of the financial workflows can be a bit tricky and not well documented in the onboarding docs. Having a bit more detailed documentation earlier on could ease the transition.

The team adjusted quickly enough to our processes that this has been more of a growth opportunity than a problem. Review collected by and hosted on G2.com.

Having a single team that supports multiple connected care workflows has been the most beneficial. The four-person team provides medical billing and coding support, claims processing, insurance verification, prior authorization follow-up, patient scheduling and other revenue-cycle activities.

The measurable improvement itself has been very useful. To date, we have achieved a 32% reduction in key workflow processing time, a 45% decrease in administrative backlog and roughly 25 hours per week saved by our healthcare staff.

Even an accuracy level of 97% has been attained in processing, specifically across billing, claims and insurance-related tasks.

Another thing I enjoy is the integration of the team into our workflow and not seeing each individual assignment as one-off tasks. Review collected by and hosted on G2.com.

The aspect I aim to enhance is the way we report performance. Furthermore, as this becomes more sophisticated, the reporting around revenue-cycle activity and turnaround times would create enhanced visibility on individual workflows.

Generally speaking, the staff has been fairly responsive and adaptable to changing priorities either way. So more operational visibility rather than anything truly service level related. Review collected by and hosted on G2.com.

Maybe the single greatest benefit is how broad the support is. The crew can be utilized for work prior to the shipment, during transport and on the billing part.

What I have also appreciated is the fact that dispatch, load booking, carrier vetting, freight billing & track-and-trace can all be wrapped up under one roof working relationship. That makes the arrangement more practical for a logistics business than sourcing separate resources to perform every function. Review collected by and hosted on G2.com.

The only place were I would like more evolution to the picture is where you have cross-case visibility, across things. In theory, the idea would mean having everything in one place to assess at first what might be involved at operational review if so many logistics functions are supported simultaneously. Review collected by and hosted on G2.com.

Since I handle the e-commerce process at Halfdays, then the Amazon visibility is a key area I take interest in. It was upon this low ranking of our listings on organic search that we decided to hire YesAssistant. Dave went through the information we had and assisted in identifying some of the ASINs that needed help. Analyzing the ASINs using Seller Central became easier to understand. Review collected by and hosted on G2.com.

It's not that there was any problem with the service they provided. It is all our fault and nothing else. We faced some trouble from the legal point of view and had to shut down our Amazon account along with marketing through any other means immediately. It sucked leaving them midway when they were making a real difference to us. But they dealt with our immediate cancellation with great professionalism. Review collected by and hosted on G2.com.

This is the most valuable part of the pragmatic approach. Our PPC Team Lead Matt has instantly seen what we need to pay attention to and has organized campaigns for our products and brands.

Every week we have a Zoom call where Matt gives us updates about campaigns, their goals, conversions, and metrics. After that, he sends notes to the call so that all the information will be comprehensible.

Moreover, I appreciate that we always receive recommendations instead of reports when something needs to be changed. Review collected by and hosted on G2.com.

Currently, I have no major concerns. Everything continues to operate and the team has completed all the tasks we required. We’ll continue to search for improvements as our campaigns expand. Review collected by and hosted on G2.com.

YesAssistant was hired to provide overflow in back office work at Financial Service. We were provided with a four-member team that would work on our ongoing KYC/AML process, pre-mortgage underwriting, and claim processing. The good thing about their work is that they operate like an extension of our business rather than just a vendor. Since we have four members in the team, we can actually load them based on our volume for the day. If there is an increased number of loan applications, they will work on them. If there is a need for collection assistance on Tuesday, they will be able to do that. Review collected by and hosted on G2.com.

Onboarding documents needed to be far more polished. Particularly in relation to the more intricate financial processes that we deal with. Additional effort was required to brief them on compliance requirements in regard to the KYC process for the first few weeks. But they picked it up quickly after that. Review collected by and hosted on G2.com.

The challenge was that we needed to create an entire brand from scratch bottles, packaging, Shopify, all of it. Since I can't afford to micromanage, the thing that I loved about YesAssistant the most is that they didn’t just provide us with beautiful mood boards. They truly know the limitations of manufacturing process such as dyelines, barcode placement, and Pantone color codes on paper. We had a change of the PM during the project, transitioning from Lana to Kseniia. And, unexpectedly, it didn’t disrupt anything. They also took our vague idea of in-bottle message cards and made an entire editorial system out of it. Review collected by and hosted on G2.com.

The parallel work streams became quite disorganized. Because of our continued evolution of our physical product development, we were always changing the packaging and regulatory language. We missed some of our target dates that we had set from the beginning. Dealing with Amazon A+ content and print limitations simultaneously was just too overwhelming. Review collected by and hosted on G2.com.

They literally answer the phone. We have been struggling for a long time with patient calls being disconnected when they called us. The YESAssistant got on the job and handled the inbound and outbound streams. The missed calls became fewer by 40 percent right away. They schedule all of our appointments at this point.

There are two reps that we cooperate with. They seem to be extremely empathic. That is really important in our sphere of business. They do not just read texts from the scripts (which scared me a lot). Also, they give their own recommendations in order to speed up the process. Review collected by and hosted on G2.com.

Onboarding was somewhat slow. It took me much longer than expected to get the script and escalation procedures sorted out. In addition, in that first month, we really could have used more detailed breakdowns of our KPIs each week to improve performance. But once we had everything set up in reporting, everything worked well. Scaling proved to be slightly challenging for us at a later date. Review collected by and hosted on G2.com.