How to Track a Customer Service Request
When you are in the business of serving customers, you want to make sure that all of your customers are happy and satisfied with your level of service. After all, a happy customer equals a loyal customer. Each customer request should be handled efficiently and effectively. To ensure this goal is accomplished, track all customer-service requests from start to finish.
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Instructions
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Open a word processing program on your computer that will allow you to enter customer data. Click "File" and "New" to create a new data document. This document can be referred to as a "ticket."
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Enter all of the details about the customer's request inside the document. This should include the customer's name, the date the customer made the request, how the request came in and the details of the request.
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Document anything you promise the customer regarding his request, as well as the resolution time frame quoted to the customer.
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Click "File" and "Save As" to save the details of the customer's request.
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Document each contact with the customer and note when work is conducted for the customer. This should include the date of the work and the result of your efforts. When customer's request has been fulfilled, document this information in the ticket.
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Contact the customer to ensure he is satisfied. If so, note that the customer's issue has been resolved. Document the date and time and time and write "Issue Closed" on the customer's ticket.
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Tips & Warnings
There are numerous issue-tracking software programs available to track customer requests. If you need something more efficient than a word-processing program, new software may be worth the expense.
References
- Photo Credit customer service image by Kurhan from Fotolia.com
