Improve your task management and increase the overall efficiency of your organization by asking specific questions after the completion of every task.
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In Solastis CRM, cases are split often into sequential tasks, and every task can be assigned to a specific person. You can configure the system to flash specific questions on completion of a task. In doing so, it serves two objectives.
- Firstly, it ensures that the task at hand is executed with proper quality and careful attention
- Secondly, it can capture any relevant and helpful information for the employees assigned to work on subsequent tasks.
Also, for an efficient case resolution, the transition between the sequential tasks should be smooth. You can accomplish this when you implement CRM with questions at a task level. Unlike many other solutions in the market, CRM with questions at task level gives you the option of reviewing every task after its execution.
You can create a short questionnaire or a checklist at the end of every task for the assigned employee. Such a checklist ensures that the assignee has taken the required actions to finish the tasks. If he has not finished the required activities for the task, then the checklist acts as a reminder. You can apply this tool at the end of every task of a case to achieve an efficient case resolution.
CRM with questions at task level can also empower your employees to offer more personalized customer service. At the end of every task, they can add useful tips or relevant information about the case that can be used to improve the subsequent tasks.
Let us consider a scenario of sales. You assign a salesperson to a specific customer inquiry. The assigned salesperson takes all the required steps and convinces the customer to buy your product. The next task in the case is raising an invoice for the customer, and it is assigned to an employee from the finance department. The salesperson can add a tip for the next task as he has interacted with the customer. He lets the assigned employee from the finance department know that the customer has urgent needs and so, there is no need to offer any discount. The tip can be used for all the subsequent tasks until the case is resolved.
Both the questionnaire and the space to add tips pops up at the end of every task.
Create reminders to ensure the task is to be carried out in a specific way
When an assigned employee finishes a task, he could answer a quick questionnaire to ensure that he has successfully executed every activity to complete the task.
Add beneficial tips or information for all the subsequent tasks in a case
At the end of every task, the assigned employee can include information that can be used in the subsequent tasks and thus, you can give your customers a personalized experience.
When you implement Solastis CRM with questions at a task level, you can create a questionnaire at the end of every task in the case template. The questionnaire can act as a reminder or a checklist for the assigned employee and ensures that he has carried out the task as per the case requirements. With such capability, Solastis establishes a framework for a better case resolution by assessing every task.
With Solastis, the assigned employees can also add useful information about the case and use it for every task throughout the case. All the assigned employees can then give an enhanced service to your customers.