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Remember the details. Take notes.

Notes are a great way to summarise customer observations and provide warnings to your customer service agents.

A customer might be:

  • - life support, hardship or otherwise, an important customer;
  • - has caused trouble in the past, made abusive remarks, or is particularly difficult to deal with.

Being able to retrieve and read accurate notes on a customer's account quickly is a significant time-saver. There's nothing professional about taking a long time to find your notes or having to call back a customer and confess that you've forgotten certain details of what was previously discussed.

Luckily, you don't have to put yourself in those uncomfortable situations by simply taking notes  - you can remember more and create a better customer experience.

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