Knowledge BaseWhy do I need Autopilot? GuidanceHow do I improve my customer service using Autopilot?

How do I improve my customer service using Autopilot?

Customer service may take different forms in different businesses, but we agree with the Wikipedia definition:


Ensuring that customers - and prospective customers - always receive professional, consistent service no matter who they deal with in your business is vital to the success of your business.

Autopilot can add value in a variety of ways:

  • When a new lead makes contact, the point of contact in your team can initiate a Quick-task (or even a New Lead Workflow) instead of sending an email to the most appropriate person. This will ensure that new data never slips through the cracks, and that everyone has visibility of the new lead and all the internal interactions related to it.
  • You can use the Customer Quote Request workflow to manage your quoting process better, ensuring that quotes always have the necessary info and nothing is overlooked, and are sent through on time.


Once a deal is signed you can step up your game even more by using Autopilot:

  • You can use the New Customer Request workflow to manage the customer take-on.  The 'Ask For Info' feature in the process will definitely impress your customers.
  • Depending on your type of businsess, you can create one or more custom workflows to manage the flow of an order between the different departments in your business.


It is vital that your after-sales service matches everything else you’ve done with a customer thus far. You can use Autopilot in these ways to ensure better customer satisfaction:

  • Use the Customer Support Request workflow to manage all requests received from customers, whether it is product or invoicing related.  
  • Create a Recurring Customer Satisfaction workflow to follow up monthly or quarterly with key customers to ensure that your customers are satisified with your services.