How to gather feedback from customers?

Overview

As a manager, it's not always simple to follow everything your teams do. Having a simple customer feedback can be very interesting to evaluate the performances of your teams. You can very easily gather feedbacks from your customers using Kiu ERP.

An e-mail can be sent during the project to get the customer feedbacks. He just has to choose between 3 smileys to assess your work (Smile, Neutral or Sad).

How to gather feedbacks from customers

Before getting started some configuration is necessary. First of all it's necessary to install the Project application. To do so simply go to the apps module and install it.

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Moreover, in the same menu, you have to install the Project Rating module.

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Next, go back into the back-end and enter the project module. Select the Configuration button and click on Settings in the dropdown menu. Next select Allow activating customer rating on projects, at issue completion. Don't forget to apply your changes.

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How to get a Customer feedback?

A e-mail can be sent to the customers at each stage of the ongoing projects.

First, you need to choose for which projects you want to get a feedback.

Project configuration

Go to the Project application, in the project settings select the Customer satisfaction option.

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Email Template

Go to the stage settings (click on the gear icon on the top of the stage column, then select Edit). Choose the e-mail template that will be used. You can directly edit it from there.

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Here is an email example that a customer can receive :

Note

The customer just has to click on a smiley (Smile, Neutral or Sad) to assess your work. The customer can reply to the email to add more information. It will be added to the chatter of the task.

Thông tin tóm tắt về sự hài lòng của khách hàng sẽ hiển thị ở góc trên bên phải của dự án.

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Đưa kết quả đánh giá lên website

Đầu tiên, hãy cài đặt ứng dụng Xây dựng website tại mô-đun ứng dụng.

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Sau đó, hãy cài đặt mô-đun Website đánh giá vấn đề phát sinh của dự án.

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Tiếp đó, bạn có thể công bố kết quả đánh giá của khách hàng lên website bằng cách nhấn vào nút Công bố ở góc trên bên phải.

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