Energy Efficiency Audits and Renewable Energy Assessments Guide Workflow

Customer Inquiries

Type: Send Email

The Customer Inquiries business workflow step involves managing incoming inquiries from potential customers. This process begins when an individual or organization contacts a company seeking information about its products or services. Upon receiving the inquiry, a designated team member reviews the request to determine if it requires further action or can be addressed directly. If necessary, additional information may be gathered from the customer via phone call, email, or online form. Once the inquiry is fully understood, a tailored response is crafted and communicated back to the customer. This could involve scheduling a meeting, sending product literature, or providing a detailed quote. If the customer expresses interest in proceeding with a purchase or service, their contact information is recorded and passed along to the sales team for follow-up.