Customer communication management
With Pipefy’s Customer communication management Template you can assign a person responsible, draft and manage all the release notes made to customers, manage communication channels and even send emails automatically.
See how this template is structured. As this is just an example, you can customize it.
1. Information to be communicated
- New service
- New product
- Plan update
- Product update
- Product discontinuation
- Service discontinuation
3. Communication date
3. Representative's email
Data format identification
1. Communication format
2. What policies and procedures apply to this communication?
3. How is the customer to be kept informed?
1. Release delivery email addresses
1. Was the message delivered?
2. Customers' reactions