About a month ago I got a call from a client overseas.  They were having issues keeping track of a flood of calls that they were getting from remote users.  They had been tracking the clients in the past using emails and an Excel spreadsheet.  Thus every time they would receive a call or email, they would copy and paste the email from Outlook over to Excel, or write the info from the call into the Excel spreadsheet that they had been using for several years.  Problem was, they had to update the spreadsheet on a regular basis, and invariably they would miss tickets by not pasting the correct cells, or some of the help desk ticket calls would disappear when they pasted from one place to the other.  After a short overview of Cynergy’s ticketing system, the prospect was able to see how easy it was to log a ticket in Cynergy, and keep track of it on the user dashboard.

Help Desk Software to the Rescue!

And, the client was able to see where tickets could be ordered in any way they wanted as well as escalated from one service level to the other.   In addition, the client was able to see their customer’s information on the same screen without changing to their spreadsheet or CRM system.  Thus callbacks were much easier and more orderly.

Then yesterday, the same customer called us for some additional training on our project management system.  They had been using another Excel spreadsheet for keeping track of projects and their Outlook for scheduling those projects.  After a short training session, the client was ecstatic about some of the features they learned about, as well as a much deeper understanding of how the project manager could actually save them valuable time without having to call each other on collaborative issues.

Thus, another satisfied customer!  But more importantly, we saved them time, and made their job easier.  Now that’s what I call a Win/Win situation!