Customer Interaction Tracking
Tracking customer interactions is essential for maintaining strong customer relationships and providing quality service. CloudOnex Business Suite provides comprehensive tools to record, track, and analyze all customer interactions.
Understanding Interaction Tracking
Customer interactions can include:
- Phone calls
- Emails
- Meetings
- Support tickets
- Sales discussions
- Document exchanges
- Notes and comments
Recording Interactions
Adding a New Interaction
- Navigate to the customer's profile
- Locate the "Interactions" or "Activities" section
- Click "Add Interaction" or similar button
- Fill in the interaction details:
- Date and time
- Type of interaction
- Summary
- Detailed notes
- Follow-up actions
- Associated documents
- Save the interaction
Quick Notes
For brief interactions:
- Open the customer profile
- Click "Add Note"
- Enter the note details
- Save the note
Types of Interactions
Communication Records
- Emails: Automatically or manually logged email communications
- Phone Calls: Records of incoming and outgoing calls
- Meetings: In-person or virtual meeting details
- Messages: Text or instant message communications
Business Transactions
- Quotes: Sent and discussed pricing proposals
- Orders: Purchase history and order discussions
- Invoices: Billing-related communications
- Payments: Payment-related discussions
Support Interactions
- Tickets: Support ticket conversations
- Issues: Problem reports and resolutions
- Feedback: Customer feedback and suggestions
- Complaints: Issue resolution tracking
Viewing Interaction History
Timeline View
- Open customer profile
- Navigate to "Interaction History"
- View chronological list of all interactions