Help Desk Software-Customer Support Software
405-516-2420 800-349-0527

Archive for June 2009

It’s Not Just Help Desk Software

helpdeskagent More and more companies are realizing that helping a customer when they have a problem is not enough. Help Desks and Help Desk Software most maximize every customer interaction by using creative and innovative ways of getting, keeping, and growing the company’s customers.

Research has shown that customers value a good experience even more than a good price! What can your company do to give your customers the feeling of a good experience and a good ongoing relationship?

Geoffrey Moore, a marketing expert and author, wrote that “failure to innovate equals failure to differentiate equals failure to garner profits and revenues.” Most company executives would agree . . . and then start looking for product innovations. But innovation must also apply to how, when, and where your company interacts with present and potential customers.

For example, if you can predict a certain customer is a high-growth customer, you can route that person to interact with a highly knowledgeable service rep. Or, if you know a certain customer is a high-value customer who also likes a certain degree of “do it yourself service” (also known as browsing in some industries), you will know not to interfere with that while letting the person know of the availability of a service rep when needed.

What is the payoff for your company? The ROI can be well over 100% in terms of reduction in marketing, lower acquisition and retention costs, and lower costs of equipment and staffing.

Where do you start to get this advantage? Start with data. You already have much data, but you probably don’t use it to help you in predictive ways. Today’s helpdesk software can gather data by the truckload but if you don’t connect the layers of data by applying analytics (add-ons usually available from the help desk software company) to that data, it is valueless. Instead of collecting only the usual name, address, household income, product information, add the layers of behavioral or attitudinal data such as when, where, and with whom an interaction took place ans what was communicated. In many cases these pieces of data are not recorded because they don’t fit the categories or spaces of a spreadsheet, but today’s help desk software and CRM software can accommodate this information.

By understanding the underlying behavior and attitude, you can predict which questions from potential customers will lead to a purchase decision. You can also predict which questions you ask in return will be most helpful in moving them along in their decision process. This helps them feel that you understand them and truly want to help them.

Identifying which factors contribute to the defection of high-value customers will allow your company to act long before a win-back offer is needed. This is critical for keeping customers and growing customers. Taking it a step further, you can grow many customers by using your predictive analytics to anticipate their needs and ask relevant questions or make timely offers.

Instead of using your help desk and help desk software to be reactive in solving problems, start thinking of ways to use it to be proactive and predictive to help you get and grow customers.

Is Web Based CRM the same as SaaS?

picture1Web based CRM, or hosted CRM, is one of the main types of SaaS (Software-as-a-Service). SaaS is any web based software, so SaaS can include various applications from web based meeting software to company-wide communication tools to customer relations management.

Why is web based CRM catching on so fast? Several studies have confirmed that businesses of all types often lose customers due to lack of frequent and appropriate personal contact. But businesses need a cost-effective way in which to have frequent contact with their customers and potential customers.

Web based CRM can be integrated with web based sales force management or your current invoicing and financial software. Unlike a premise-based CRM solution, you can have a fully unifed sales, service, operations, and accounting solution which will cut your costs and your headaches.

With web based CRM as your SaaS solution you can quit hiring IT people, quit upgrading software and the training on it, quit paying for maintenance, quit worrying about power outages causing data loss, and quit frustrating one department with the things another department does. Because it is Software-as-a-Service, you have nothing to load on your server or individual PCs, yet every person in your company no matter where they are located can access all the information they need!

With a Software-as-a-Service CRM you will have nothing to invest in – only a monthy fee or a pay-as-you-go schedule. If you have a computer with a browser and an internet connection, you can use web based CRM.

Connect your front office with your back office using web based CRM. Production will be able to communicate with billing and the customer’s invoice will be sent as soon as his product is shipped. Get up-to-the-minute reports on your inventory.

Yes, web based CRM is SaaS. But web based CRM is much more than a single software. It can be a total end-to-end solution for a variety of problems that you may have thought were unconnected. And, at a time when everyone is concerned about costs and ROI, it is the only solution that immediately and continually decreases your costs and increases your ROI.

CRM Software’s A’Changing Again

There are so many vendors of CRM software around the world, it is impossible to even know all the names of the CRM softwares, let alone what features each CRM software has. While many use the same platforms, each has a slightly different technology and multiple features available.

Web based CRM software is fairly young but appears to be the way to go for the vast majority of companies, especially any small or medium sized company. If you are considering web based CRM software, ask questions about storage limits, cost for additional storage, maximum number of custom tabs and fields, maximumum number of applications that can be added, and other features which could push you to upgrade sooner than you would want. Also make sure that the features and functionality offered by the web based CRM software are those that will increase your ROI or make life easier on your customer relations agents or sales force.

Implementing web based CRMknock-down-walls software is a way of knocking down all the walls in your office(s) – and those offices can be spread all over the world as well as throughout a single building. Today’s CRM software typically includes contact management software, knowledge bases, and integrated front and back office functionality.

Therefore, web based CRM software is a great tool for your whole company. The marketing department can use campaign and lead management tools. The sales force will love the offline and mobile capabilities. The customer service department will be able to see a complete history of all clients. Your back office can manage inventory and invoicing.

The latest versions of web based CRM software give great advantages over on-premise CRM software. The first one we think of is the ability to use it anywhere and any time, including the use on mobile devices (think Blackberry or laptop while eating lunch or getting coffee). They are also faster than on-premise software and often do not require re-loading or refreshing pages to continue working after entering new data.

How Does Your Customer Support Software Measure Up?

I recently read that 42% of company executives say that their support operation budgets have been decreased in the past year while 38% say theirs have stayed the same. However, 78% said that their support call load has remained the same or increased. When you need to do more with fewer (or at least no increase in) people and a decrease in funding, where do you turn?

Any way that a customer can help himself makes him happy quicker. Enter the knowledge base that the customer can access. Just make sure that each solution and question has enough tags on it that it can easily be found. Self-service knowledge bases are the second most-offered support channel. Two-thirds of all companies offering customer support now have customer-accessible knowledge bases.

Web based tools offer flexibility and worldwide usability in diagnosing and fixing all types of problems. They greatly increase customer satisfaction because the problem is diagnosed and fixed all in one contact.

Social media and online forums are newer sources of help and support for customers. A company-sponsored forum is a better option that letting customers vent on other platforms. In this way the company representatives can become involved and can not only solve the problems but also find ways to prevent them in the future. Frequently these satisfied customers go to other social media and sing the praises of the company instead of slamming the company. [Don't be surprised at the way Twitter, Facebook and LinkedIn will change the way companies do business and support their customers in the next few months. I signed up to follow several companies on Twitter today and have had a number of companies sign up to follow me in the last two weeks.]

If your company has service reps who answer phones, see how these numbers compare to yours:

* 35% of all companies with phone-based service reps had have a customer service rep threatened by an angry customer.
* 37% of phone reps take 5 to 15 seconds to answer; 20% take less than 5 seconds.
* About 25% of companies say their callers experience no hold time; 46% say their hold time is less than 1 minute; and 2% say their callers wait more than 5 minutes to talk to a rep. [Do you feel like you only call companies in the 2%?]
* 32% of companies claim an average call abandonment rate of less than 1% and 43% claim an average call abandonment rate of 1% to 5%.

Whether the customer solves the problem himself or the technician or customer service rep solves the problem, most of today’s problems take some type of tools other than the telephone for a true resolution. Increased customer satisfaction and loyalty join ease and quickness of solution as factors in using more web based customer support software. Most of these softwares include a wide array of tools and widgets for helping with a variety of problems – everything from screen-sharing to chat to remote diagnostics. Companies see a reduction in cost per solution and a reduction in the cost of IT staff. They also do not purchase in-house customer support software when they pay for only what they are using in a web based package.

This adds up to great savings to the company. And it equals greater customer satisfaction and quicker problem resolutions with less cost in time and money. In the process, customer services reps are more satisfied with their jobs and stay longer, costing the company less in turnover and training. This is a win-win-win!

Statistics taken from 2009 Service & Support Metrics Survey by SupportIndustry.com

Is Web Based CRM More or Less Expensive Than Premise Based CRM?

Some people feel that web based CRM is priced like a utility – you pay for what you use. However, that is a myth.

Most companies must commit to a pre-determined contract that is independent of their actual use. Web based CRM does not have the hefty upfront costs of hardware meanienance, upgrades and support as well as license fees that on-premise CRM applications have. But web based CRM may include fees for extra features such as mobile or offline access, various types of industry-specific functionality, extra storage, or premium support.

Both types can offer a great array of customization. Both types offer flexibility.

Web based CRM may be less expensive than on-premise software over a two year period, but that may not hold up over five years since on-premise deployments can become less expensive as the capital assets depreciate. For companies with less than 500 employees, the real advantage of web based CRM kicks in about year 7 of the deployment. These organizations are able to delay upgrade cycles due to integration and customization.

There may be issues that affect the cost that are not usually considered. Downtime, data loss, and time to restore a backup in case of catastrophe are items to be asked and understood.

Web based CRM brings together all the information about a customer in one location or database. This is a great advantage when dealing with multinational customers whose information would be stored in databases in various countries using an on-premise CRM. The information sharing that can take place impacts the bottom line. This can even happen with national accounts that are serviced by regional offices.

Web based CRM may never fully replace on-premise CRM because different companies have different needs. Costs, complexity and control will keep two different models alive for the foreseeable future.

No Backup Needed: Web Based CRM Software

Well,
Last night the inevitable happened…..hard drive crash. I have been using this laptop for about 3 months, and wa’ la’! Hard Drive decided to take a dive…. (Hitachi, on Lenovo T series) I have been using IBM notebooks for over 10 years, and I would have to admit, this is first time I have ever had an issue. The good news….All of our mission critical data was stored in Cynergy Web Based CRM Software. The bad news: All of my email is gone, favorites gone, files gone. However, only lost 3 months of data. And yeah I kept meaning to do the backup, (we have the software) (but who has the time?) Now, I have plenty, waiting on the new drive, and using a temporary big box while waiting. (Yesterday I downloaded 43,000 emails from the server, twice) I only share all of this with you because it’s good therapy, and most of us have experienced it, thus have something in common right off! (plus, the wife (who is not computer savvy) said, “aren’t you supposed to back up your stuff?” (I loved that one!)

With the rapid increase in the “digital lifestyle” we find more and more of our personal possessions on our computers such as Pictures, home movies, music, school work, financial information, and more. With this greater digitization of our life style comes the greater possibility of a catastrophic loss. Sometimes it may be the loss of just a few documents from school or work. But in the worst case it could be an entire hard drive containing gigabytes worth of pictures, movies, school work, and important financial information. We are all only one computer virus, hardware failure, or user error away from losing that important digital information. TA DA!!! Like me!

Using a web based CRM Software can certainly alleviate a lot of these headaches, but you still need to back up the content that is also important to you.

Although this may seem rather bleak, there is no reason to go back to keeping hard copies of all of our information. There are a multitude of tools available today to help you keep your data from being lost. The ITS Help Desk highly recommends a proactive approach to computing – scanning for and preventing viruses, spyware, adware, and malware; keeping your system up-to-date with the latest operation system patches; and keeping current backups of your data readily available and easily accessible.

The instructions below are intended to provide various methods available to you for backing up your personal data and other pertinent information.

Data Backup Options
Windows CD Writing Wizard – This option is built in to the Windows operating system. To back up your data using this option, your computer will need to have a CD-RW drive or “CD burner”. You will also need several blank CDs. (like a million)

Backup Utility for Windows – This option also comes built in to the Windows operating system. The utility creates a single backup file of all of your data, which you can store on your hard drive, a USB Key, an external hard drive, or burn to a CD or DVD. You can also use the same utility to restore your data from the backup file, should your data become corrupted or lost.

Knoppix Boot CD – Knoppix is a Linux boot CD created by Klaus Knopper. Don’t let the word “Linux” scare you off, however. Knoppix can be used on most Windows computers and is best suited for instances where your Windows operating system has been corrupted and you are unable to boot into your desktop workspace.

Back up Your iTunes Music Library – If you have a large collection of music that you use with an iPod, then you probably store your music in iTunes. Use these instructions to create a back up of your iTunes music library. After creating an initial backup, Apple also provides instructions for making incremental or periodic backups of your iTunes library.

Third Party Backup Software – There are several third party software programs available that help you back up the data on your computer. Visit PC Magazine’s web site to read reviews of third party backup software. Our favorite is by: logmein and from now on, I may just actually use it!!!

FREE CRM Software

If you have a single person business, a small business or a medium-sized business and have wondered about the feasibility of customer relationship software, now is the time to try it. Many companies have free CRM software for a single user so that you can try it and see how it works. Because this software is web based, or online, there is nothing to download and nothing to buy or subscribe to.

Use a free CRM (Customer Relationship Management) online system to manage your sales leads. These Free CRM software systems allow you to automate your lead list, sales pipeline, after the sale follow up, and sometimes even your inventory.

Try more than one so that you can compare features. Then you will then have a good idea (and know first-hand) what you want or don’t want in features when you decide to purchase a CRM system down the road.

Online or web-based CRM services make it easy. You do not need to download any software. You can access it from any computer or any location when you are away from your office.

Many web based, or on demand, CRM software packages are fully integrated into multiple channels such as web, email, phone, and live chat. And they can give you a holistic view of your customer’s profile, preferences, and previous interactions.

Free on demand CRM Software is reliable. It is Software-as-a-Service (SaaS) which means it is always there when you need it. It will reduce your costs. Most will provide a means of pulling all the information about a single customer together to show you. Some will allow customization. And the free version will give you a good idea of the power of larger, more customized versions available.

Companies providing free CRM software will not leave you on your own. Most provide online tutorials and call-in or chat features to help you learn to use the software.

Up Thoughts on Incident Tickets in Down Times

In this ‘down’ economic time, we need some ‘up’ thoughts. Funny that a movie called ‘Up’ would make its debut now! Anyway, incident or trouble tickets are not going to go “Up, Up and Away.” Therefore, we need to realize they are our friends and not our enemies.

When a customer files an incident ticket, it is a great thing for our company because it allows us to glean all types of information about that customer – name, address, e-mail, what they purchased, how they feel, what their income is, etc. How else would we get those pieces of information? We probably would not. So this is very positive.

An incident is not necessarily “trouble” – although it often is a problem, question, or complaint. Sometimes it is just a request for more information such as a user manual or how to do something that was not in the user manual (or they couldn’t read in the small print of the manual).

Once we get information from customers via an incident ticket, we can use that information to help them (and others like them) and better understand our markets. This will prepare us to emerge strong and focused as the economy turns around.

It is important to take advantage of all the information we have gathered now. Pull it back up, analyze it, figure out what people want and need, and then gear up to supply it.

This should make American companies much more customer-centric and better able to actually help people and supply products and services that are wanted and needed in the years to come. Now that’s an ‘up’ thought in a ‘down’ time.

‘Up’ with Customer Support Software

up-movie-272-x-162I am wondering if customer support software correlates to the movie ‘Up.’ Take your family to see ‘Up’ and think about the story. It is fun, funny, and sad. There is a lot to think about in relation to life itself, people, and relationships.

Speaking of relationships, that’s what customer support is. In the movie, Carl is obsessed with getting to Paradise Falls and, in working so hard to get there, he loses sight of the importance of relationships with those around him. His goal is not bad. In fact, it is noble and worthy. It just managed to blind him to the needs, desires, and worth of others.

Often customer support software is purchased with one purpose in mind – to improve the bottom line. That could mean using metrics to measure length of calls or length of time to resolve an issue. It could mean using analytics to figure out what issues are the most frequent and create a standard response to those. It could mean creating campaigns (e-mail and otherwise) to target customers to purchase other services or products. If any of those rings a bell with you, you may be a lot like Carl. These are all good reasons to purchase customer support software and it certainly can do all that and more. However, you must remember the idea of customer support as you use the software.

Your customers have needs, desires, and worth. You must treat them as individuals with great value in and of themselves – not just value to your bottom line. They are not commodities to be manipulated and used. Their main reason for interaction with your company in the first place was that they needed a service or product you have. Don’t overstep your territory or assume they want you prying into their lives every week just because they purchased one thing from you. On the other hand, a caring inquiry about the usefulness of that product or service could lead to an ongoing relationship with them.

When checking on your customers, make sure you ask them about their needs and desires and find ways to answer some of those – even if the answers are not your services or products. They will feel you truly care and will be much more willing to work with you or purchase from you again. Don’t be like Carl in ‘Up’ and see your customers as a means or only useful if they can increase your bottom line or help you get to Paradise!

Web Based CRM or Premise Based CRM Software?

The question is no longer “should we get CRM software?” but what type of CRM software fits our company and its needs and customers best? It is similar to the question of how to pay for your housing – buy or rent?

Let’s look at some of the issues around the decision between web based CRM vs. premise based CRM:

  • Security. Web based CRM information is probably kept in much stricter security than your company could have on its own.
  • Integration. Web based CRM often has many integration interfaces. With more companies upgrading their architecture, the integrations are becoming less complex.
  • Support. Companies selling all types of CRM are cutting back on the amount of support that is offered with the contract, but are willing to sell more support features and support time if the client wants to pay for it. Make sure that the support you want and need will be available when you want or need it.
  • Data migration. Migration of data to a new CRM application is much easier than it used to be. The thing to be aware of is how you will get your data back if you should end your contract.

Many vendors offer both web based CRM and premise based CRM. There are even vendors that offer combinations or hybrids. And some that offer an option to move from one to the other.

According to Forrester Research web based CRM offers an economic advantage for smaller organizations while premise based CRM may be a better choice for large enterprises. For a company with less than 500 employees, web based CRM allows full functionality without the financial front end load and the need to retain IT staff “just in case” they are needed.

  • logo-allstate
  • logo-kbr
  • logo-avero
  • logo-browning
  • logo-sprint
  • logo-mainline
  • logo-ge
  • logo-jasco