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Improve Your Business in 2010 through Web-based Helpdesk Software

Improve Your Business in 2010 through Web-based Helpdesk Software

Helpdesk Software will improve your business in 2010. The recession is over – or so they tell us. However, most of our companies are not yet in recovery mode. Therefore, the question is: How do we improve business in 2010? How can Helpdesk Software improve business in 2010?

To better understand how helpdesk software will help your company improve its performance in 2010, take stock of the various customer touchpoints. Does your company use each of these? How does each relate to the others? Which type of customers most often use which touchpoint? What do they do if that does not solve their problem or answer their question? Touchpoints include:

- Web Self-service
- Interactive voice response
- Contact center agents
- Face-to-face

Your helpdesk software must allow your clients to help themselves using the internet. Some companies call this web-based help desk software or Software as a Service (SaaS) . The software must do two things at this touchpoint: it must have a database of questions and answers that the client can access and it must generate a help ticket that alerts a contact center agent.

Often the database of questions and answers will be sufficient to answer the client’s questions and solve the problem. When it does not provide the solution, the customer must have a method for generating a help or trouble ticket that provides a live person enough information to provide help to the customer through e-mail or a telephone call. This ticket should also be trackable throughout the system. For example, if the customer calls the agent back two weeks later, both of them should be able to see that ticket and what the agent did to resolve the problem. The agent’s boss or other colleagues should be able to access the ticket to continue the process of resolving the problem. And managers should also be allowed to see the time taken, number of people involved, and other history to the ticket. Each of the agents and managers should also be able to see the same database of questions and answers that the client sees so that they understand what he is talking about and can correct any misunderstandings.

Interactive voice response, chat, contact center agents, and face-to-face techs all employ real people to solve clients’ problems. Many clients prefer to “talk” to a real person. However, this is a more expensive option for the company. There are many ways in which to slash the amount of time these people are involved in each case. One of the simplest, yet most effective, is to incorporate the ticketing process into the company’s e-mail program to keep everyone in the loop. Tickets can be initiated from the customer or from a company employee. This increases customer satisfaction and professionalism, decreases time for each task, and increases the accountability of each company employee as well as increasing overall company profitability.

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.

Help Desk Software Enables Proactivity

Is your help desk software able to provide your help desk agents – and your clients – with the tools they need? Do you see your help desk as an effective support center assisting clients in maximizing their use of technology? Does your help desk also serve as a service desk for your company in providing for the IT needs of the enterprise as well as the needs of the client?

A help desk uses trouble or incident tickets to ensure that all client issues are resolved in a timely and orderly manner. The help desk software creates and tracks these tickets and any actions performed to resolve the issues of the tickets.

The help desk software creates and maintains a knowledge base that can be used in resolving issues. Usually this knowledge base is part of the web based CRM system so it is available for clients as well as help desk agents to access.

Help Desk Software allows you to provide excellent technical support which aids clients and agents in solving problems efficiently and effectively. It propels you beyond the reactionary stage of customer relations management – that process of reacting to issues as they occur, without any process in place to handle the same issue on a recurring basis.

The use of Help Desk Software shows that you are being proactive in tracking incidents and attempting to document the management processes. It also shows that you desire to build a knowledge base from which to work. It automates the entire support process and monitors how the system is being used.

The more integration there is among your tools, the more sophisticated or mature your help desk is. This is often a result of a management decision to be customer-centric and provide quality service with constantly improving services and processes. This type of help desk software is usually web based and enables all users – including the client – to access a wide variety of tools beyond the usual Frequently Asked Questions.

Help Desk Software should be chosen to match as closely as possible your company’s needs. How you function today and how you want to function in two to three years should be your guides in choosing features and tools. Often companies choose software based on all the tools and features that are available with little or no thought about which of those would ever be used by their company. Software changes and companies change so quickly in today’s environment that you should not choose anything with the thought of its being appropriate five or ten years from now.

Help Desk Software Makes Me Happy

happy-faceIt’s true. Help Desk Software makes me happy . . . and the “me” can be the CEO of a company using Help Desk Software, the helpdesk agents using the Help Desk Software, or the customers of the company using Help Desk Software.

There are both quantitative benefits and qualitative benefits to using help desk software, sometimes known as call tracking software. On the quantitative side of making “me” happy, we can track the number of calls, how quickly the calls get answered, how long it takes to resolve an issue, how each minute of the agent’s time is used, and how much less time is used on repetitious activity. On the qualitative side of making “me” happy are things like customer loyalty, customer recommendations, agents working on items that need skill (rather than tedious or repetitious tasks), higher job satisfaction, less turnover of agents, and increased profitability.

All costs are rising, so what can you do to control your costs? Invest in the right call tracking software for your business. This will lead to happy customers because you will be able to provide efficient customer support in a timely manner. Effective resolutions provided quickly will exceed their expectations. Their joy will translate into their coming back to your company for more products or services and their recommending your company to their colleagues. That will make you happy as it positively impacts your bottom line.

One of the biggest problems in staffing a help desk is the high turnover rate of the agents. Many help desks see agents leaving in less than year and few have agents who have stayed more than two years. That means lots of lost money in training and benefits and lost time finding new agents and training them. What would make you happy? Happy agents who stay more than two years. How do you make them that happy? By using appropriate help desk software you will give them the ability to look up answers to callers’ questions quickly and efficiently, to generate the necessary and often tedious paperwork with a few clicks, to see the caller’s history with the issue or product, to assign field personnel to the issue quickly and easily, and to generate necessary reports effortlessly. This allows the agents to spend the majority of their time and effort on more interesting issues. That raises their feeling of worth, thus their job satisfaction. Happy agents stay longer and do a better job which positively impacts your bottom line . . . again!

Whether your company is large or small, the benefits of using appropriate help desk software translate directly to an increased bottom line. Your profitability is greater when customers are happy. Happy customers come back and bring their friends and colleagues with them. Your losses are decreased when your agents are happy. Happy agents are more effective in dealing with customers and their issues and they tend to stay on the job longer. That keeps you from having your attention diverted to constantly finding and training new agents, thus decreasing losses and increasing profits. Customers, agents, and the company benefit from help desk software.

Web Based CRM Software development life cycle

Web Based CRM Software Development Cycle

Web Based CRM Software Development Cycle

How is Your Help Desk Software?

Do you have Help Desk Software? Many companies do have Help Desk Software. However, that Help Desk Software is frequently not the best software for the needs of the company. Or, it was the best fit at the time it was purchased, but it has not changed or been updated to keep up with the needs of the company and its customers.

Do you need to get, change or upgrade your Help Desk Software? That’s a great question. How do you know? How do you justify new or improved or different Help Desk Software? Just because you want new bells and whistles is not a reason.

There are four reasons you might want to consider upgrading your Help Desk Software. To determine if you want to upgrade for one of those reasons, you need to answer some basic questions. In the process of answering the questions you may discover that you need to wait for a future release of a particular software.

1. Improved Functionality: Changes in Help Desk Software that improve productivity and address current or upcoming issues can be a powerful upgrade justification.
     • Are there issues that users are experiencing that could have been resolved in the system upgrade?
     • Is there new functionality that will help users be more effective, simplify complex tasks, or reduce training costs?

2. Planned Upgrade: If you recently implemented your first version or phase of help desk software, consider allowing users to get used to the new system first. However, if your current help desk software has been in use for more than two years, it is time to evaluate it to make sure it still meets your needs.
     • Did you recently deploy the solution, or has it been up and running for several years?
     • Is your current version still supported, and have you had any support problems?
     • What are your current needs? What do you foresee as the needs you will have in the next 2-4 years?
     • Is there a help desk software, or an upgrade to your current software, that will better meet those needs?

3. Software Version Maturity: Different products have varying degrees of stability upon release. Implementing a .0 release might not be in your company’s best interests since it will not have the testing of real customers, so you may prefer to wait for a service pack or a .2 or .3 release. Perhaps you have a .0 or .2 release and the newer release has patches and support for issues with which you have been struggling.
     • How long has the new version been available?
     • Will you be one of the first to upgrade your system? Are there advantages to being one of the first?
     • Have others upgraded, and can you talk with someone who has to find out what their experience has been?
     • Are patches and professional support resources readily available for the new version?
     • Is this a newer version of the same software with which you’ve been working?

4. Implementation Timing: When considering a help desk software upgrade, consider when the best time will be for implementing it. Some companies have defined windows — the end of a quarter or fiscal year, for example — when no new functionality can be deployed. Identify also the implications and impact the new or upgraded help desk software will have on other systems.
     • When should the upgrade be deployed, how long will the implementation take and what impact could this have on the business?
     • Are there other systems integrated with the help desk software that will be affected by the upgrade, and can those systems be updated efficiently and at the same time?
     • What will be the impacts on reporting, data warehouses or analytical applications?

You need to determine whether a Help Desk Software upgrade is in the best interest of the organization at the time. This may be a no-brainer if the updated software offers much-needed functionality or ensures continued support. However, if the answers to the questions reveal a heavy impact on the business, users or other internal applications, you may need to wait for a better time in your business cycle or you may need an extended timeline for considering the upgrade.

Choosing IT Help Desk Software – Least Expensive vs. Most Effective

Choosing the correct IT Help Desk Software for your company is more than choosing the least expensive IT Help Desk Software. It is even more than balancing the value of the software with its cost. In fact, obtaining the right IT Help Desk Software is a function of aligning the business objectives with the IT investment and implementation. The idea is to implement software that assists the organization in obtaining optimum performance as measured by business outcomes.

Help Desk excellence for a company focused on customer relationships means that the IT Help Desk Software must be able to partner with each unit of the company in order to deliver value and help to customers. While the customer feels it is only the help desk personnel with whom they interact, there must be a means for Help Desk agents to interact with people in all areas of the company to truly solve the issues presented by the customers.

There are lots of good Help Desk software packages available. However, finding one that fits your company’s model and goals is more important than finding one that is inexpensive. The software must fit with the staffing. It must enable the staff to field and answer the customers’ issues in the most efficient yet complete method.

Because Help Desks serve a variety of functions from one company to another and even within large corporations, the Help Desk software must have capabilities that support the functions for which it will be used. In most cases the software will support a live help desk staffed by agents who give answers and advice in real time. A well-indexed knowledge base is a key to quick and efficient support of a live help desk. In many instances there will be an expectation that the customer or other personnel within the company will access the software to attempt to answer questions or solve problems on their own, so there must be an easily understood interface.

If the main function of the IT software for your Help Desk is to generate a help ticket for a technician, the categories and questions on the help ticket must be coordinated among technicians, IT support personnel, and customers. Simply asking standard questions of name, address, and problem encountered often does not give the technician enough information. In many instances, the wrong type of technician could be sent to the customer’s location or the technician would take the wrong parts or tools. Choosing the correct questions and the best software entails in-depth discussions with technicians and former customers to better understand what kinds of questions should be asked and what type of information is critical to a good outcome for the customer.

If the IT Help Desk Software cannot be customized for your company’s needs, it probably will only serve their needs for a short time and you will be looking for new software within five years as your products and your customers evolve. Inexpensive, out-of-the-box software will serve your needs initially, but cannot be changed in the little ways you will need every few months or the bigger ways you will need in a couple of years. Therefore, effective IT Help Desk Software is far more valuable that inexpensive IT Help Desk Software.

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