My business is expanding, and there are getting to be a lot more pre-sales and support questions than I can handle by myself ina day.
I’ve got enough sales to support hiring someone part time at least to help out with these e-mails and phone calls.
I don’t want to lose any of the conversations over time, though. For example, if a customer asks for something special before their order, I want to make sure that I know about that when they follow up after the order. Or if they are asking for a repeat or clarification of something asked a while back, I’d like to be able to see the original conversation.
I also think this is helpful for training purposes, so I can see how my new employee is responding to the customers.
Finally, I want to be able to assign incoming e-mail requests to a particular person, so that they can handle the customer for that request stream.
Is there a tool that’s oriented around doing this kind of thing? I’ve tried a few different CRM and help desk offerings (and there are a LOT of them on the market) and none seemed quite right.