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Posts Tagged ‘workflow’

TeamSupport.com Integrates with Zoho CRM

Tuesday, August 16th, 2011

TeamSupport.com – an emerging leader in SaaS-based customer service and help desk tools – today announced an integration of the company’s flagship TeamSupport product with Zoho, a provider of affordable, on-demand customer relationship management (CRM) software.

The native integration enables users of Zoho CRM to sync company and contact information directly into TeamSupport, while making support ticket data visible within the CRM interface. “Our API-compliant plug-in gives Zoho users the flexibility to chose a laser-focused Help Desk solution to optimize their sales, marketing, contact management and customer service activities,” said Robert C. Johnson, CEO of TeamSupport. Once set-up – a few minutes at the keyboard – the two programs automatically update data via a 24/7 background service; new tickets created in TeamSupport appear as notes within the customer’s Zoho record. “We are very pleased to offer users of this popular CRM product a cost-effective solution for collaboration and data sharing within their organizations.”

Employed by customer support and corporate help desks worldwide, TeamSupport is easily configured and customized; the application is offered in several reasonably priced, upgradeable versions. TeamSupport is scalable from a simple help-desk application to a 100+ seat enterprise-wide customer support and product defect tracking system.

Take a look at this help document to find out more about how it works.

Email Hell

Friday, March 18th, 2011

We have been talking to a lot of businesses about their customer support over the years and they all seem to have one thing in common. They are trapped in email hell. Their customer communications are all over the place and they are not afraid to tell us about it. It’s a cry for help and I can hear the frustration in their voices as they describe the insanity that is their workflow. Many still use shared email inboxes and move emails into various folders by agent name in an effort to better organize the support emails.

While customers are looking for multiple channels to reach their vendors, email is still up there on the popularity scale. So how do you handle all of the support emails that come in the door and route them to the right people?

We have had the pleasure of helping many of these businesses solve this with our simple, yet powerful email integration within TeamSupport. As a result, our customers are able to be more focused and productive with less time and headache. How’s that for a sales pitch? :-)

How are we able to do this? For starters, each TeamSupport customer is given a special email address – and when emails are received, they are converted into a ticket. The sender gets a confirmation email and the TeamSupport users are notified. All that is required to make this work is a simple email forward from support@yourcompany.com (example) to your TeamSupport email address. It is that simple!

But what about businesses that have many departments and email addresses?  We solved this problem with a feature we call Alternate Emails (creative naming – I know). While the name of this feature may not be flashy, the feature is a life saver for businesses with many departments. As mentioned above, this too is very simple to accomplish by allowing you to generate multiple addresses that can do some pretty smart things with very little effort.

For example, if your customer finds a bug and needs to report it to you, if you have an address such as bugs@mycompany.com, you can setup an email forward to your alternate email address in TeamSupport and we will convert that email into a bug ticket, assign it to the team that handles bugs, and can even auto associate the ticket to a specific product.

It could be that you have a piece of hardware that can generate emails when it senses a failure, you can have that hardware forward to an alternate email in your TeamSupport account and create a “failure” ticket and alert your team. In some cases, your customers equipment may have had an issue and  your team resolved it before the customer even knew anything happened. Pretty cool stuff and this was accomplished with a simple email forward.

The alternative? Send emails back and forth and play phone tag with the customer until everyone is stressed out.  What all this boils down to is a straight forward, simple solution to a very frustrating and difficult problem – and it is solved in a matter of minutes with TeamSupport.

If you find yourself in email hell – or know someone who is struggling with these issues, it’s time to cool off and free up some hours in the week for personal time! Those emails will get to the right place and everyone will be on the same page in no time!

Customize Your Tickets

Wednesday, February 3rd, 2010

This week we added a really cool feature to TeamSupport and so far, the response has been fantastic.  I usually try not to write about every little feature we add, but in this case I am really excited about this as is the rest of our team – (and our customers!)

TeamSupport customers can now create as many types of tickets and even upload a custom 16×16 icon to make their experience even more unique to their needs.

In addition, these ticket types can have their own set of custom fields and workflow.  Also, tickets do not have to be just about issues and the like.  You can literally create any type of ticket you need to manage.

The potential & flexibility is endless!

Here is an example of what I did in my account.  Click image to enlarge.

We include some stock icons to choose from of course, but be creative and have fun with your tickets!


 

 
  
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