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Leading provider of financial services solutions in higher education improves ticket visibility and saves time with TeamSupport.

Customer Support Collaboration for multiple departments

Heartland ECSI partners with over 2,200 colleges and universities to provide solutions such as student loan servicing, payment processing, refund disbursement, tuition payment plans, tax document services, delinquent account recovery, tax document services and many other outsourced services.

Heartland ECSI had experienced remarkable growth over the past 10 years and their help desk software no longer provided the right level of support for its increasingly sophisticated operations - including managing one call center for student loan borrowers, a client support team for school administrators, a technical support desk, and other departments across the organization.

The TeamSupport Advantage

After evaluating 15 different software systems including Zoho, Parature and ZenDesk, Heartland ECSI selected TeamSupport as their new help desk solution.

“The biggest hurdle that we had to get over was the fact that our support tickets need to be monitored by our support team and they can follow multiple paths simultaneously.“ stated Ryan Bruner, Heartland ECSI’s Director of Client Support.  “We found that other software systems require you to assign it to a single person. By comparison, TeamSupport gives you visibility into a ticket during its complete lifespan, so you can monitor and collaborate on tickets even if they’re aren’t necessarily assigned to a single person.”
heartland-ecsi

About ECSI

TeamSupport User Since 2014

Industry

Financial service solutions for higher education.

Headquarters

Coraopolis, PA (Pittsburgh)

Customers

2,200+ across the US

Benefits:

  • Improved ticket visibility for both customers and agents

  • Savings in staff time, resulting in higher level management without reducing productivity or adding staff

  • Faster, more responsive customer service

In our previous system, customers could only call or e-mail to request help, which meant having one staff person dedicated to receiving those tickets and then manually assigning them to a support agent to handle.

Ryan Bruner
ECSI

The TeamSupport Solution

Since implementing TeamSupport, Heartland ECSI has achieved several important goals:

  • Expanding communications with clients while simultaneously saving staff time. Customers now can take advantage of the online customer portal and knowledgebase to get answers faster. And, since implementing TeamSupport, the employee who previously managed and assigned inbound tickets has been reassigned to perform supervisory level tasks which allows for higher-level management without diminishing productivity or adding more staff.
  • Clients and support agents have the ticket visibility that did not exist previously.
    “I tell clients, it’s like when you order from Amazon – you know when your order was placed, when it goes to the warehouse, when it gets placed in the box and when it will arrive at your house,” explains Bruner. “We use TeamSupport in the same way. Clients can see when a ticket is under review and know when it will be fixed. The system gives them visibility throughout the entire ticket resolution process.”
  • TeamSupport drives fast, responsive customer service. Now when a client calls in, the agent can find the original ticket immediately. And, it helps the sales team when they are visiting clients. Before meeting with a client, the client support team can run a report to see the client’s open tickets and provide the sales team with valuable information prior to meeting with the client.
  • TeamSupport is easy to use and implement. With a variety of skill sets within the organization, Heartland ECSI needed a system that would be easy to use. Adds Bruner: “We rolled every single open ticket into TeamSupport on a Monday and never looked back to our old system.”.
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TeamSupport is extremely user friendly. It has great functionality but it’s not complicated. And, the team behind TeamSupport is more customer-oriented than most big box solutions. In fact, their customer service is excellent. As a result, our rollout went off without a hitch, not only within our internal support team, but among the countless clients who are now using TeamSupport, too.

Ryan Bruner
ECSI
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