I'm looking to bring order to chaos of our Customer Success team. Currently we have 6 people on the team and do not use any kind of ticketing software, nor project management software. We use Base CRM with both the Sales and Customer Success Teams, and everyone uses Slack internally. In our business we want our Customer Success Managers to develop personal, ongoing relationships with around 150 clients they are assigned to. To do so they schedule kickoff / check-in calls (proactive), and receive incoming support emails (reactive). Inbound (reactive) support requests go directly to their work emails right now. I am looking for tools to help us better track / analyze how our team is doing at responding to requests and fixing things in a timely fashion. Also would like to be able to assign them tasks related to a certain customers account, and be able to make sure it gets done. Good suggestions/recommendations could be really lightweight apps/tools, or something more robust like a full ticketing system. Open to just about anything ya'll recommend!
- Hey Gian! I think something like Freshdesk might be really really useful. It has a robust ticketing system, comes with built-in phone and email. It is a fairly lightweight tool, and it suits your requirements to the T. The support team is always available, and there's a 30-day free trial as well. I'd suggest you take it for a spin.
- Zendesk is really great but very expensive. For small startups or small, it teams it may be overpriced. But otherwise has one of the best automation, workflows, and integrations. I do have to say, this is where price comes into effect. The onboarding, documentation, training videos are honestly the best in class. If you plan to use Zendesk for a non-technical team or sales, it's perfect. Not much of a learning curve. Not so great for assigning task.
- It's a reliable ticketing system that converts emails into tickets and keep them all organized in one place. It also facilitates teamwork; you can assign tickets to different teammates and cooperate with your team within the ticket dashboard using tags or private notes. Highly recommend!
- Hello, As you are proactively searching for a ticketing software, I suggest Agile CRM's help desk automation tool which would enable you to create groups, assign tickets to group members and monitor the status of each ticket(new, open, pending and closed). Once a ticket is registered on a certain customer, their contact information is automatically saved in the contact management software. You can also send emails directly to the customer's work email id from the help desk software of Agile CRM. You can tag your tickets to segment them for better administration. With the help of project management tools, you can automate assigning of tasks to team members based on certain criteria(which you can define) and you can also specify the deadlines of each task. Apart from these features, Agile CRM also offers marketing sales automation software as it is an all-in-one software. You can manage up to 1000 contacts for free on Agile CRM and this gets unlimited for a paid account.Hello, Gian Service and customer success are two important factors that both builds and breaks the reputation of a firm/company. Be it a handful of clients or x number of clients customer service is a must. The service provided by customer support can directly act on the negative/positive feedback of the clients. In such cases having a robust and systemic path for tickets is mandatory. Creating new tickets by the customers and directing them to the concerned team for a followup is the basic plan of a customer success team. But, this raises issues of tracking and managing the tickets. With Agile CRM's ticket management you can proactively participate in the customer service. Label the tickets according to the topic and automatically direct them to the concerned team member. Create, store, and send automated replies to the tickets with the similar query. Have a crystal clear view about the status and followups of the tickets in your customized dashboard. Have an explicit view of inbound, active emails here. Worried about crossing the deadline? Worry not! :) Agile CRM has got it covered too. Create trigger campaigns to send you timely alerts about the status and due date of the ticket. Check and analyze the report in graphical view in the reports section. Have a clear understanding with customers with Service Level Agreement (SLA). This allows you to be transparent with your customers and hence retaining your customers. Agile CRM is an All-in-One CRM with Sales, Marketing, and Service automation. You can always create a free account :) For clear insights about ticketing and helpdesk check out their website :) Here, is the link: https://www.agilecrm.com/helpdesk
- Hey! I recommend drift. It's Easy to use and can be integrated into Slack. And it's free for one user! I'd suggest you try it out.
- Hi Gian, on the basis of your business needs, I feel ProProfs Help Desk can prove helpful. This help desk software enables businesses to track all customer issues and requests. None of the trouble tickets is missed, left unattended or lost. It comes with ticket prioritization and ticket assignment features. The system administrator can assign tickets to the concerned individual or department within the organization. Must try tool!
- Hey Gian, I think Zoho Desk would fit your needs and here’s why: Multi-channel: Zoho Desk lets you manage customer conversations on a single screen, whether they came in from email, phone, social media, or your website. Automation: It can assign tickets to agents based on their availability or some specific conditions. After that, it looks at the context behind the ticket, and shows your agents the tickets that need their attention the most. Collaboration: It's integrated with Slack (and Jira!) so your agents can collaborate among themselves and with the rest of your company. There's also agent collision warning, team chat, and lots more! Extensibility: You can insert widgets within the agent interface to pull in details from other tools, perform quick actions through webhooks, and pretty much connect Zoho Desk to any other software you use! Reporting: It comes with several reports and dashboard already, and you can build your own set as well. It also connects to Zoho's BI application, Zoho Reports. Zoho Desk is a part of the Zoho suite of over 40 products, so if you need another application related to your help desk, there's a very good chance you'll find that Zoho has it! Our support team can have you up and running quickly. If you're the DIY person, there's a 15-day no-credit-card free trial as well. Head over to zoho.com/desk to learn more.
- I think Helprace is a good option for you. It's a help desk (but more than that), it's a feedback and knowledge base software, tightly integrated between one another. Speaking of being proactive - this means you can set up a self-service portal that will bring your customers closer to the right answer. Best of all, it's excellent for small teams because it's one of the most competitively priced help desks out there.
- We prefer to use Intercom - helpdesk, messaging and a CRM tool built into one. So, when you are responding to a customer you know a lot of meta-data (plan, when they signed up etc.) to help you build context. I would never go back to a standalone helpdesk tool.
- Hi Gian I would request you to take a look at Kommunicate, as it perfectly fits the bill as per your specifications. Kommunicate brings the best of 3 worlds into one: 1. Live Chat Support 2. Chatbots Integration 3. Knowledge Base Builder The Live Chat feature comes with all the requisite elements like rule-based routing, agent assignment etc. so that you can support your customers at scale. Kommunicate has pre-built bots that you can integrate with a single click and also supports custom bot integration. You can build a knowledge base of FAQs and host it on a webpage or integrate it within the chat widget itself. Apart from these, you can access metrics and reports from a central dashboard, enable actionable messages with rich messaging templates and get notified about incoming queries on email. We have a 30-Day Trial and you don't need to share your credit card details for that, so I'd suggest you signup for it and take it out for a spin.
- All you have to do is to go through this link once and you would be surprised after checking great software listing and comparison and pricing and customer support too. visit on : https://www.softwaresuggest.com/... All you find is the best help-desk software in one go.
- It's not just about the tool, but also about the customer's experience. I would, therefore, recommend looking at community software. Community software lets you effectively scale support (and reduce costs) while leveraging all the benefits an active community brings for: - Branding - Customer engagement - Crowdsourcing either support or innovation - Creating an ever-growing knowledgebase, written in the language of your customer - Ranking in Google through User Generated Content - Managing the influx of support questions by making sure the most useful content always shows up Etc There's a lot of experience in this area already and proven results. Check out the website.