IT customer relationship management

Template

Pipefy’s IT Customer Relationship Management Template manages customer requests, continuously survey their satisfaction with the company and products, and allows you to quickly answer any requests or complaints. It has been developed aiming at IT product customers.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Company

  • 2. Phone

  • 3. Email

  • 4. Request

Categorize

  • 1. Account manager

  • 2. Card type

Analyze

  • 1. Request type

    • Software bug
    • Infrastructure problems
    • Billing problems
    • API
    • Documentation
    • New feature request
    • Contract
    • Technical help request
  • 2. Responsible areas

    • Sales
    • Development
    • Infrastructure
    • R&D
    • Technical Assistance
    • Legal
    • Marketing
    • Costumer Relations
  • 3. Assignees

  • 4. Comments

Diagnosis

  • 1. To-do list

  • 2. General information

Solving

  • 1. Solutions

Satisfaction survey

  • 1. How responsive have we been to your questions or concerns?

    • Very responsive
    • Responsive
    • Somewhat responsive
    • Not responsive
    • Not applicable
  • 2. How likely are you to recommend this company to a friend or colleague?

    • Extremely likely
    • Very likely
    • Somewhat likely
    • Not very likely
    • Not at all likely
  • 3. Overall, how satisfied are you with our company?

    • Very satisfied
    • Satisfied
    • Neither satisfied nor dissatisfied
    • Dissatisfied
    • Very dissatisfied
  • 4. How satisfied are you with our products?

    • Very satisfied
    • Satisfied
    • Neither satisfied nor dissatisfied
    • Dissatisfied
    • Very dissatisfied
  • 5. Which of these options describe our products?

    • Reliable
    • Good quality
    • Overpriced
    • Good design
    • Good usability
    • Good UX
    • Unique
    • Impractical
    • Ineffective
  • 6. How well do our products meet your needs?

    • Very well
    • Well
    • Somewhat well
    • Not so well
    • Not at all well
  • 7. Do you believe our product prices are fair?

    • Yes
    • Somewhat
    • No
  • 8. How likely are you to buy another of our products?

    • Extremely likely
    • Very likely
    • Somewhat likely
    • Not very likely
    • Not at all likely
  • 9. Is there anything about our products that you would like us to change or improve?

  • 10. General comments

Done

Archived

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