DIY reporting tool for collecting customer problems/topics from CS?
Hi there,
Are there any recommendations for how to collect/report/quantity the topics and problems customers contact customer service for?
Meaning the CS agent afterwards inputs what it's about, some context potentially etc.
Though effort and friction needs to be low to ensure adoption and usage.
If there are good commercial or open source solutions, I'd be happy to learn about them.
For moving forward, I'm at first thinking ieally DIY solutions as software implementation takes ages.
Hence successful DIY solutions that make use of, widely known office tools, Microsoft 365, excel, power BI or similar would be of special interest.
Wondering how to build up and grow the pre populated topic selection without insight into what's incoming yet? Any templates to get inspired by?
How's this kind of work step or software actually called in the CS/CRM field? Not even sure what to search for to learn about best practices...
Thanks a lot!