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Customer Success

Track and follow up on open customer issues

Your assistant will monitor and manage ongoing customer problems.
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You
I need you to set up a dashboard to track all open customer issues, categorize them by priority, and assign them to the appropriate teams. Also, implement automated reminders to follow up on these issues and closely monitor the high-priority ones.
Your Assistant

I've set up a new dashboard in Salesforce to track all open customer issues. Each issue is categorized by priority level (Low, Medium, High) and assigned to the appropriate team (Support, Sales, Product).

I've also created an automation rule that sends a reminder to the assigned team every 2 days until the issue is resolved.

For high-priority issues, I'm personally following up with the assigned team daily to ensure progress is being made and customers are being updated regularly.

The dashboard also generates a daily report that summarizes all open issues, their current status, and any issues that have been open for more than 5 days.

I've forwarded the first report to your email for review.

file.csv

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