We recently rolled out ‘Client Review’, a simple way of tracking customer satisfaction using SQLWorks CRM.
The new ‘Client Review’ tab, which is available when you select a Company in SQLWorks, can be used by your staff to keep a log customer happiness, which is graphed over time.
Adding a new client review entry (such as during a catch-up call, or after a meeting) lets the user record positive and negative notes, score the client’s general approval of your service(s), and records the overall trend over time.
A top-level Client Review Report also gives line manager and and company management the opportunity to aggregate this data company-wide, or filter based on team, date, or by different client types.
Keeping track of client satisfaction across a customer base, and encouraging staff to maintain good client relationships, can prove a challenge for many businesses – something SQLWorks Client Review makes much easier.
The data format is flexible – allowing staff tracking customer satisfaction to gather information from catchup calls informally, while keeping an organised schedule for regular contact.
For CRM options and expertise, please contact our team today.