Problem definition
Getting feedback from your vendors or customers often involves sending numerous emails with attachments. This process becomes difficult to execute, track, and manage at scale.
Without automating the process, this results in a high number of errors, along with increased effort and time.
How to solve with Tefter.bg?
- Connect to Your Data - Start by importing data from Excel or CSV files. You can also use network or local files that can be updated, with these changes automatically reflected for the team.
- Create Team Space - Set up a dedicated space for this campaign, featuring customized data presentation and quick filters for faster navigation. You can also reuse spaces from similar campaigns to streamline the setup process.
- Create templates - Create or reuse email and file templates, and easily assign them to the relevant space for streamlined communication.
- Get feedback - Team members can now select records and templates to request feedback. Each template includes the option to group requests (e.g., by customer), allowing a single selection to send multiple emails at once.
These steps will help you efficiently gather accurate feedback from your contractors.
How to set it up?
Here are the precise steps and configurations you need to follow to implement this use case:
Stay tuned.