Problem Management & Tracking
Quickly solve customer issues and showcase an excellent customer experience with a streamlined reporting process. Prospect CRM's Problem Management saves time and optimises customer satisfaction.
Why Problem Tracking is an Essential Feature of CRM
Problem Management in CRM provides a centralised platform for identifying and resolving customer issues promptly to ensure customer loyalty and satisfaction. Real-time tracking allows customer-facing teams to collaborate in monitoring and prioritising problems that require quick solutions. Handling queries with a proactive approach not only enhances operational efficiency but also builds strong, reliable partnerships with customers - driving long-term business success.
Benefits of Problem Tracking
- Improve customer satisfaction by quickly resolving customer issues with a complete view of all previous queries and their status in the pipeline
- Increase customer satisfaction and retention rates by addressing customer issues with efficiency
- Configure custom problem pipelines & statuses to build a tracking system that enables effective prioritisation
- Get notified to take action with automated reminders on problem records
- Access historical data on recurring problems to identify patterns and implement long-term solutions
Problem Tracking for B2B Wholesalers, Distributors & Manufacturers
While product businesses don’t need complex or dedicated support ticketing software, they do need to deal with delivery issues, product returns and, sometimes, complaints.
Our CRM tracking records client issues as a CRM ticket and passes it in real time to your customer service, warehousing, or accounts team using detailed accounts and sales data to resolve issues at the source. Closing problems before they escalate not only strengthens customer trust but also customer retention by demonstrating a commitment to exceptional service.
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Turn Problems into a Success
Learn how to record and utilise Problems in the CRM to ensure customer issues result in a successful outcome.
Using Problem Pipelines
This article is a handy starting point for those looking to setup customised Problem Pipelines in the CRM, instead of uprooting existing problem management processes, elevate them with Prospect CRM Problem Tracking.
Getting started with logging Problems
Read our help guide outlining the process of logging a Problem within the CRM.
Problem Tracking FAQs
What is Problem tracking in CRM systems?
Problem Tracking in CRM provides a centralised platform for identifying and resolving customer issues promptly to ensure customer loyalty and satisfaction. Tracking CRM problems is easy in Prospect CRM, as everything is linked up to the customer/account for full visibility.
How can I use Problem Tracking in my business?
Use Problem Tracking within your business to handle delivery issues, product returns & complaints. Record your client's issue as a CRM ticket & pass it in real-time to your customer service, warehousing or accounts team using detailed accounts & sales data to resolve issues.
Does it cost extra to access Problem Tracking in Prospect CRM?
Problem tracking is a critical feature in Prospect CRM and is available to customers across all plans! Visit our Pricing page to see all features and plans.
How can I turn Problem Tracking into actionable insights?
Turn problems into success by recording Problems in the CRM to ensure customer issues result in a successful outcome.