Auto Evaluation: Do I need a Customer Relationship Management Solution?

In my company...

Always

Sometimes

Never

We enter the same customer data several times (on different media)

Our file logs are stored on several, dispersed media (the contract is at one place, the phone number elsewhere, and the last inquiry from the contact is in a third place)

The priority levels change according to the media

We encounter difficulties when transferring data from one tool to another

We use different procedures for similar cases

We waste time looking for a competent response team before assigning the file to someone

We waste time finding similar answers for several customers

We do not know what happens with a file once it has been given over to another team

It is complicated to access all information on a customer

We do not have a general idea of the state of inquiries per intervention type, per customer, per product or per response team.

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