IntermediateTECHNICAL
Explain the steps you follow to document a complex customer interaction in the CRM so that sales, logistics and quality teams can act on it. What fields and details do you prioritize?
Customer Service Executive
General

Sample Answer

When I log a complex case in Salesforce or Zendesk, I write a concise summary first: one-line outcome, then a 3–4 step timeline of what happened and actions taken. I fill required fields: account, contact, order number, incident type, priority, SLA deadline, and attach screenshots/recordings. I add root-cause notes, impacted SKUs, shipment IDs, and estimated financial exposure (e.g., $4,500). I tag teams—logistics, sales, quality—create child tasks with owners and due dates, and set a follow-up reminder. That process cut cross-team handoff time from ~6 hours to under 1 hour in my last role and increased on-time corrective actions by 25%. I also update the case status and final resolution for reporting.

Keywords

Prioritize fields: account, order/ shipment IDs, priority, SLA, financial impactInclude timeline, attachments, root cause, and team-specific tagsCreate tasks with owners, due dates, and follow-up reminders