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Categories Automation
Created by Guest
Created on Oct 9, 2024

SO rating and automated problem login from customer email

To improve customer satisfaction, customer journey and management visibility on the sales orders execution & customer problem solving could you please consider:

  1. make an option to send an automated email to the customer once SO has been fulfilled with a) to rate the execution of the SO or b) log in the problem related to the SO

  2. when customer will receive this email - they will be able to rate the SO execution > that will show on the CRM as rating to the SO. A separate report could be created for unsatisfied customers and marketing campaign can be executed.

  3. when customer will receive this email - they will have an opportunity to log in the problem > which will automatically be created in the CRM and the sales person will be automatically notified on the new problem rise

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