Customer Interaction Management Template

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Efficiently manage and improve your customer relationships with our 'Customer Interaction Management' template. This template helps you track customer interactions, feedback, and queries to ensure nothing falls through the cracks.

By following the steps outlined in this template, you can implement a robust CRM system, establish effective feedback collection processes, and continuously monitor and improve customer satisfaction in the logistics and transportation industry.

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Customer Interaction Management for Priority Matrix

Customer Interaction Management in Priority Matrix

Streamline and enhance customer interactions in logistics and transportation.

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Proposed Tasks

Critical & Immediate

  • Set up a Customer Relationship Management system - due in 1 week
    ☐ Research suitable CRM platforms ☐ Setup CRM system ☐ Train team on how to use the CRM
  • Establish a feedback collection process - due in 2 weeks
    ☐ Identify feedback channels ☐ Create feedback forms ☐ Train team on how to collect feedback
  • Develop a customer query handling process - due in 2 weeks
    ☐ Define steps for handling customer queries ☐ Train team on the process
  • Create a customer interaction tracking system - due in 3 weeks
    ☐ Identify key interaction points ☐ Develop a tracking system ☐ Train team on how to use the tracking system

Critical but not Immediate

  • Analyze customer feedback - due every month
    ☐ Collect feedback data ☐ Analyze feedback data ☐ Report findings to the team
  • Conduct customer satisfaction surveys - due every 3 months
    ☐ Develop survey questions ☐ Disseminate surveys ☐ Analyze survey results

Not Critical but Immediate

  • Monitor customer interaction metrics - due every month
    ☐ Identify key metrics ☐ Monitor metrics ☐ Report findings to the team

Not Critical & Not Immediate

  • Implement improvements based on feedback - due as needed
    ☐ Identify improvements ☐ Implement improvements
  • Train new team members on customer interaction processes - due as needed
    ☐ Prepare training materials ☐ Conduct training sessions
  • Review and update CRM system - due every 6 months
    ☐ Review system performance ☐ Update system as needed