How to exceed customer expectations with a special request process

With TeamworkIQ’s special request form, its easy to handle any customer request. Quickly document, track, and complete the steps to impress your customers.

More than ever, modern businesses depend on customer relationships. Research has observed that businesses succeed more when they build and maintain lifetime relationships with customers. Build loyalty and gain advantage over competitors by meeting customers’ unique needs when possible. Provide networking opportunities delivered as a gesture of good will, or offer specialized services to help your clients operate more efficiently. Whether free or for a fee, customers value your willingness to meet their special needs. Doing so creates long-lasting customer relationships.

Guide your team through the process to deliver on customer expectations. Adapt and use this special request process template to help you plan and coordinate every step that needs to get done.

How to customize and get your special request process into use:

  • Document and Share the Process
    Get started with the special request template. Tailor the outlined process. Add roles, assignments, relative due dates, timelines, tasks, forms, videos, images, and details to meet your needs. Share your documented process online with business managers or share printed or PDF copies.
  • Automate Workflow Processes and Checklists
    Normally special request requires employees from several departments. Customers may make requests to customer service, an account manager, online, or elsewhere. The request recipient needs to document and upload the details. These details are often complex, and when passed down the chain, they may be misunderstood. Individual employees to entire teams may be involved in servicing these special requests. If someone at one point in this process misses or confuses something, issues build down the line. Automates workflows and tasks helps everyone move through the entire process clearly and easily. To start a new workflow from your documented process, simply click Start.
  • Integrate with Other Systems
    Eliminate the slow speed, effort, and error prone nature of moving information manually between systems. TeamworkIQ’s integration points let you exchange data and events with the most popular CRM systems and 1000’s of other software packages, apps, and online applications.
  • Achieve Operational Excellence
    Save managers, your employees, and the business time and money while operating seamlessly. View live processes on dashboards. Drill down into the details. Get reports at your convenience and notifications if issues arise. Archive everything for compliance and record keeping.
  • Avoid Costly Mistakes
    Make sure each critical step gets done right and on time. When steps in completing a customer’s special request process get forgotten, done incorrectly, done late or missed the company’s odds of losing that customer’s trust increases significantly. To avoid these risks make a process that you can rely on to handle any kind of special request you receive.

Use TeamworkIQ’s special request process to build customer lifetime value.

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