Customer relationship management process

English
Created by Bubblz team

The customer relationship management process allows your prospects to contact your company. You will be notified for each new demand. Thanks to this process, you can fluidize  the management of your existing demands  by allowing you to insure a quality service to your clients. Save time by automating the assignation to the right collaborator, which will be able to meet the demand, and to send the answer to the enquirer.

Customer relationship management process


The process starts with a new request creation. You can, through this process, create a new request by a colloborator or by an external individual through a public form available from your website. 

The first step will be to assign the demand to a collaborator who will be able to meet the expectation of the prospect. This collaborator 
will notify by an email. Subsequently, the customer will receive an email with a link to a public form on which he will find the answer to his request.


To make the service more attentive to the client, he will have the possibility to tell his opinion concerning the released answer. He will be able to accept the answer, you will only have to archive the file or to refuse the answer, you will have to deal with the demand again. 

Why using this process ?

  • Offer a contact point to your prospects;
  • Allow them to complete all possible applications;
  • Allocate rapidly the file to the right representative;
  • Deal with your demands rapidly thanks to the mailing automation;
  • Oversee the wholeness of your demands;
  • Deploy the form on your website in few minutes.

    Save 17 minutes per project

    Import this process for free