Guest user Created: Oct 24, 2018 Last commented: Oct 24, 2018

Mandatory records and Customer Relationship Management

"We have sales reps that visit our customers on a daily basis. Do we need to keep documented information on the customer visits by means of Customer Visit Reports?”

0 0

Assign topic to the user

Select user

Expert

Carlos Pereira da Cruz Oct 24, 2018

Answer:

Just considering ISO 9001:2015 requirements the answer is no. Please check clause 8.2.3.2 – the only mandatory records are about product/service specifications and about reviewing customer’s orders. There are no required records about visiting customers.

After saying this, I must add that as a consultant I recommend companies to keep records about the relationship with its customers (CRM is about this) in order to find, to detect trends.

The following material will provide you information about mandatory records:

- List of mandatory documents required by ISO 9001:2015 - https://advisera.com/9001academy/knowledgebase/list-of-mandatory-documents-required-by-iso-90012015/
- ISO 9001:2015 Foundations Course - https://advisera.com/training/iso-14001-internal-auditor-course/ -90012015-foundations-course/
- book - Discover ISO 9001:2015 Through Practical Examples - https://advisera.com/books/discover-iso-9001-2015-through-practical-examples/

Quote

0 0

Comment as guest or Sign in

HTML tags are not allowed

Name *

Email *

I accept the Privacy and Terms

Notify me when someone replies

Oct 24, 2018

Expert Advice Community