New Car Warranty Claim Processing System Workflow

Initial Request from Customer

Type: Fill Checklist

The Initial Request from Customer business workflow step marks the beginning of the sales process. This step involves the customer submitting a request for a product or service through various channels such as phone, email, website, or in-person. The request is typically communicated to the sales team or designated personnel who are responsible for handling initial inquiries. Upon receiving the request, the sales team reviews and documents the customer's requirements, including their needs, expectations, and any specific requirements they may have. This information is then used to determine the most suitable products or services that can meet the customer's demands. The purpose of this step is to provide a clear understanding of the customer's initial request, allowing the sales team to proceed with the next steps in the sales process in an informed and efficient manner.