Streamline Customer Communication and Feedback Workflow
Process customer inquiries through a centralised ticketing system Assign tasks to relevant team members based on skillset Set reminders for follow-up actions and escalate critical issues Collect feedback via surveys or email Analyse data to identify areas for improvement
New Customer Contact
Gather Initial Information
Initial Contact Response
Create Task for Follow-up
Record Customer Feedback
Automated SMS Notification
Checklist Review for Data Entry
Send Follow-up Email
Update CRM System with Resolution
Notify Customer of Update
Post-Resolution Check-in by Phone
Record Feedback and Satisfaction Level
Close Case in CRM System
New Customer Contact
Type: Phone Call
**New Customer Contact** This process initiates when a new customer reaches out to the organization through various communication channels such as phone calls, emails, or in-person visits. The workflow begins with an intake of information regarding the customer's requirements and interests. 1. **Initial Assessment**: A representative collects basic details about the customer, including their name, contact number, and product/service inquiries. 2. **Product/Service Exploration**: The sales team explores the customer's needs to identify relevant products or services that meet their demands. 3. **Proposal Generation**: A customized proposal is created based on the discussion with the customer, outlining the benefits of the chosen solution. 4. **Follow-up Communication**: Regular follow-ups are scheduled to ensure seamless transition and provide updates on the proposal status. 5. **Account Creation**: Once the sales process concludes successfully, a new account is created in the system for future reference and service provision.
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FAQ
How can I integrate this Workflow into my business?
You have 2 options:
1. Download the Workflow as PDF for Free and and implement the steps yourself.
2. Use the Workflow directly within the Mobile2b Platform to optimize your business processes.
How many ready-to-use Workflows do you offer?
We have a collection of over 7,000 ready-to-use fully customizable Workflows, available with a single click.
What is the cost of using this form on your platform?
Pricing is based on how often you use the Workflow each month.
For detailed information, please visit our pricing page.
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Prioritize Customer Feedback for Continuous Improvement
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Maximize Customer Lifetime Value with Strategic Planning
