Hoops helps teams build stronger customer relationships by keeping conversations, follow-ups, and account management activities connected directly to the Customer Profile.
By using Comments and Tasks on customer records, your team can maintain valuable context, improve handovers between staff, and ensure important follow-up opportunities are never missed.
Use Comments to Capture Customer Context
Comments are ideal for recording observations, internal notes, and discussions about a customer.
Unlike formal Tasks, Comments are designed for information sharing and collaboration.
Examples might include:
Customer prefers email communication
Customer mentioned a new office opening later this year
Team discussion about a recent order experience
Internal notes about upcoming opportunities
Suggestions for future products or services
You can also use @mentions to notify specific team members when their input is required.
Because Comments remain attached to the Customer Profile, they help create a running history of customer interactions and internal knowledge that the entire team can reference.
Use Tasks for Follow-Ups and Accountability
Tasks are best used when something needs to happen in the future and a specific person should be responsible for it.
Unlike Comments, Tasks include ownership, due dates, and progress tracking.
Common examples include:
Follow up on a reorder opportunity in six months
Contact the customer before an upcoming event
Schedule an account review meeting
Confirm artwork requirements for a future project
Reach out regarding a renewal or contract discussion
When a Task is assigned, the responsible user receives a notification and the activity becomes visible within Hoops, helping ensure important customer actions are completed on time.
A Powerful Combination
Comments and Tasks often work best together.
For example:
Comment
"This customer typically reorders uniforms every six months."
Task
"Contact the customer in six months to discuss their next uniform order."
The Comment captures valuable customer knowledge.
The Task ensures someone follows through on the opportunity.
By keeping both attached to the Customer Profile, your team gains better visibility, stronger customer relationships, and greater accountability across the entire customer lifecycle.
New to Hoops?
Learn more about adding Comments here