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Specification template : setting up a customer service solution

Listing your requirements is a fundamental step to the success of your customer service solution project! It allows you to define your needs and to have a precise project brief for your future provider or your internal project team.

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Why use our specification template ?

The right customer service tool combined with the right strategy will help improve customer retention and loyalty.

The key points of a good customer service are: collaboration between teams, centralization of communication channels, automation and optimization of the customer experience.


Content of the template

  • To gather the essential information to provide to present your company and your project
  • To structure your use cases and needs as well as your customer service processes
  • To anticipate questions to prepare for the eventual migration of data
  • To list your needs in terms of integration with other tools and project timeline