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CRM Best Practices in Customer Interactions

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Questions and Answers

How should a CRM speak with a customer during a call?

A CRM should speak professionally.

What role does a CRM primarily serve in customer interactions?

A CRM primarily serves as the voice of the company.

What is the first step a CRM should take after finishing a call?

The CRM should complete the documentation process.

Why is it important for the CRM to know the products and services offered by the company?

<p>It's important to provide accurate information and support to customers.</p> Signup and view all the answers

What should a CRM do with complaints and feedback received from customers?

<p>The CRM should record complaints and receive feedback.</p> Signup and view all the answers

Flashcards

What is the role of a CRM?

A CRM representative is the first point of contact for customers, acting as the voice of the company and providing information and support.

How should a CRM interact with customers?

CRM representatives should always communicate with professionalism and respect, using appropriate language and tone.

What's the next step after a CRM call?

After each interaction, CRM representatives are responsible for documenting details of the conversation and any customer feedback or issues.

What knowledge does a CRM need?

CRM representatives should be knowledgeable about the company's products and services to effectively answer customer questions.

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How does a CRM handle customer feedback?

CRM representatives are responsible for recording customer feedback, including complaints, and ensuring they are addressed appropriately.