The document discusses using SugarCRM's case management, dashlets, reports, saved searches, and knowledge base features to implement a customer support process. It describes setting up workflows to route case assignments, notify customers as case statuses change, and send case surveys to customers that trigger notifications back to the support team. The document provides instructions on building a custom case survey module and customizing a web-to-lead form for collecting survey responses.
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Customer Support
1. Customer Support Excellence with Sugar息2010 SugarCRM Inc. All rights reserved.Jeff TichenorTechnical Support Manager4/15/20101
10. 4/15/2010息2010 SugarCRM Inc. All rights reserved.10Implementing Your Support ProcessSupport Workflows and Logic Hooks Customer notificationsNew cases submittedWhen a case is assignedCase status changesManage internal processes Case assignment routing Customer responds through portalCase reassignment to tier 2
12. 4/15/2010息2010 SugarCRM Inc. All rights reserved.12Case SurveysCustom Module built in Module BuilderWorkflowsSends an invite to the customer Notification to us when survey submitted by customerCustomized web to lead form