Customer CRM

The Feature Overview Template provides support teams with a structured format to document and understand product features. It includes sections for feature descriptions, use cases, limitations, and common troubleshooting tips. By using this template, support teams can quickly access accurate information, provide better assistance to customers, and stay updated on product capabilities.

The Escalation Guidelines Template offers support teams a structured approach to managing complex customer issues. It outlines clear escalation processes, defines escalation levels, and establishes communication protocols. This template helps teams resolve issues efficiently, reduce response times, and enhance customer satisfaction while minimizing team stress.

The Discount & Promotion Guidelines Template is designed to equip support teams with clear, consistent policies for offering discounts and promotions during customer interactions. This comprehensive guide helps support representatives make informed decisions about when and how to apply discounts, ensuring fair treatment of customers while maintaining profitability. Use this template to standardize your team's approach to pricing discussions, reduce escalations, and enhance customer satisfaction.