In our previous videos, we explored how to manage customer service cases, track claims, and assign tasks efficiently. Now, we’re wrapping up our miniseries with one final step: the approval process. Ensuring proper oversight, our client follows a three-tiered approval process requiring sign-off from a direct report, department manager, and CEO before a case is closed.
With our custom CRM solution, approvals are straightforward. Once all claim requests and tasks are completed, the case handler simply clicks “Next Stage” to initiate the process. The system automatically notifies the first approver with an email containing the case details and a direct link to review. If approved, it moves up the chain with just one click. If rejected, the approver provides a reason, and the system sends it back for revision—keeping everything documented and traceable in the case timeline.
Once final approval is secured, the original case handler receives a notification to complete and close the case. Every action is logged, ensuring a transparent and accountable workflow. With this automated approval process, cases move seamlessly through the organization, reducing bottlenecks and improving efficiency.
If you’re looking for a better way to manage customer service for your business, whether you’re in the metals space or otherwise, reach out to us at P2 Automation. And don’t forget to subscribe to our YouTube channel for more insights!
