How to Set Up Support CRM System from Scratch
-
Setting up a support CRM system from scratch is easy if you follow the right steps. First, choose a CRM that fits your business needs. Then, set up user accounts and decide who will handle which tasks. Add your support channels like email, chat, or phone. Create ticketing rules so customer requests go to the right person. Customize the system to match your workflow. Train your team to use the CRM well. Keep track of performance using reports and fix any issues quickly.