Customer Interaction, Feedback & Preference Tracking Template

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Enhance your customer relationship management by tracking and analyzing customer interactions, feedback, and preferences. This template guides you through the process of setting up a comprehensive CRM system tailored for retail solutions.

With step-by-step tasks, you will define project scope, select and implement CRM software, train staff, and continuously monitor and analyze customer data to improve customer relationships and drive sales.

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Customer Interaction, Feedback & Preference Tracking for Priority Matrix

Customer Interaction, Feedback & Preference Tracking in Priority Matrix

Track and analyze customer interactions, feedback, and preferences to enhance CRM in retail sales.

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Proposed Tasks

Critical & Immediate

  • Task 1 due in 1 day: Define Project Scope
    ☐ Identify the key elements to be included in the customer database ☐ Define the level of detail required for each element ☐ Establish clear project objectives and deliverables
  • Task 2 due in 1 week: Select CRM Software
    ☐ Research available CRM software options ☐ Compare features, cost, and user reviews ☐ Select the software that best meets our needs
  • Task 5 due in 1 month: Start Collecting Customer Data
    ☐ Develop a standard process for data collection ☐ Ensure all customer interactions are logged ☐ Start collecting feedback and preferences
  • Task 7 due in 2 months: Analyze Collected Data
    ☐ Use the CRM software to analyze the collected data ☐ Identify patterns and trends in customer behavior

Critical & Not Immediate

  • Task 3 due in 2 weeks: Implement CRM Software
    ☐ Install the chosen CRM software ☐ Customize the software to suit our specific needs ☐ Test the system for any glitches or issues
  • Task 4 due in 3 weeks: Train Staff on Software Use
    ☐ Arrange training sessions for sales staff ☐ Provide resources for self-learning ☐ Ensure all staff understand how to use the software effectively
  • Task 8 due in 2.5 months: Implement Changes Based on Analysis
    ☐ Develop strategies to improve customer relationships based on data analysis ☐ Implement these strategies in the sales process

Not Critical & Immediate

  • Task 6 due in 1.5 months: Monitor Data Collection Process
    ☐ Regularly check the data for accuracy and completeness ☐ Identify and correct any issues in the data collection process
  • Task 9 due in 3 months: Evaluate Changes
    ☐ Monitor the effects of the implemented changes ☐ Make further adjustments as necessary

Not Critical & Not Immediate

  • Task 10 due in 4 months: Regularly Update Customer Database
    ☐ Ensure the customer database is regularly updated with new interactions, feedback, and preferences