Deliver top-notch customer service while managing a productive team. Increase client satisfaction by centrally managing all incoming customer support queries.
Customer service is the assistance and advice provided by a company to those people who buy or use its products or services. Good quality customer service is usually measured through customer retention. One good customer service experience can change the entire perception a customer holds towards the organization. The idea of a well-performed service is that of increasing revenues. (“Customer Service - Wikipedia”)
Build a customer support staff knowledge base
Include relevant, in-context information and updates for your team in the process for customer support.
Assemble requests in a single, central location
Tracking their statuses at a glance on one dynamic and graphic board will help you never miss a client request and will increase team efficiency.
Data visualization and sharing made simple
Share various, eye-catching data visualizations with your teams and stakeholders by switching between them.
It has never been simpler to achieve your goals for client engagement and service. Manage your current client demands and streamline your team members’ workflows with our user-friendly customer projects template to consistently give your consumers a sense of value and support. Bring all of your data and supporting papers together—in one, unified workflow—for your project team or external stakeholders.
Keep informed of any project’s most recent status as well as meeting conclusions, action items, or other materials your team members are developing. To reduce duplication of effort and improve communication with all parties involved, instantly exchange documents, photographs, annotations, and produce reports on billable hours, expense reports, and resource allocation.
This template was created to work with Tracup customer-centric project management, from establishing customer expectations to tracking performance data and analytics. You may choose how to visualize your data, from high-level dashboards to Gantt charts and eye-catching timelines. In order to make solid judgments every time, you may quickly design forms to directly input customer project information into your board.
Easily keep tabs on project spending, deadlines, milestones, and changes to the project’s scope. To keep everyone on the same page at all times and in any location, sync with the whole team, stakeholders, and clients.
Utilize our numerous connectors to consolidate all of your client tasks in a single workspace and continue utilizing the tools you already know and like. Maintain a visual workspace where you can keep track of all your project needs, customer interactions, and communications.
Utilize the many automation tools available to you to automate tedious work so you can concentrate on project implementation and impactful negotiations. To ensure that all of your deployments proceed as planned, automate reminders for approaching deadlines.
To manage all incoming requests and optimize your planning process, keep an updated database of client information and activities. Real-time bottleneck detection, simple adjustment of plans and schedules, and accomplishment of objectives.
| Task Status: | ☹[Open Requests]👌[Working on it]❎[Finished] |
|---|---|
| Task Type: | [Technical support] [Report a bug] [Other questions] [Suggest a new feature] [Billing question] [Suggest improvement] |
| Custom Field: | Description(text), SLA(text), How long it’s opened(text), Requestor name(text), Requestor phone(text), Created at(date),Due Date（date), Requestor email(URL) |
| Task View: | List, Board. File, Wiki |
Using Tracup to Unlock Powerful Agile Workflow WITHOUT ANY Agile Experiences Required