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Chapter 9. Customer Service > Use Case Corner—Gracefully Transitioning a New Cu...

Use Case Corner—Gracefully Transitioning a New Customer to Your Service Department

We've all been in the situation before. Your company has just signed a deal with a vendor. You've seen the vendor's sales representatives be super-responsive in the selling of their product. You've heard the promises they made in convincing you to go with them. Now you are on board as a customer and the phone stops ringing. No one has introduced you to your assigned customer service manager, if that even exists, and you're generally out in the cold.

Microsoft CRM allows you to autogenerate an Activity at the end of every sales cycle so that your Customer Service team is aware that a new customer has come on board. This automates the transition and helps keep the responsiveness up now that your prospect has become a customer. We'll make sure this valuable step in the process is never overlooked by implementing a simple Workflow rule.


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