Great customer service begins the second a potential customer sees your advertisement or visits your site.  You create the experience for the person.  And yes, it’s answering presale questions, post-sale support and resolving issues.

The Data gleaned from customer service is crucial in the efforts of:business customer service integration

  • Lead Generation
  • Product Development
  • Sales Feedback
  • Marketing Efforts

With the advent of customer service software and ticketing systems, there’s no need to manually track this data anymore.   Further, theses systems allow for a better customer experience, automation and efficiency.

Online Customer Service Ticketing Systems –

Organizing, delegating and streamlining customer communication is made possible by ticketing systems, which is basically an email system with bonus features.    These ticketing systems take email from customers, then assign them a ticket number. These tickets hold all recent communications with each customer and organizes the messages in in different categories, route to certain agents and even automatically respond to messages with suggested answers.   Some basic elements you need from a ticketing system are:

1.   Automatic Response – You can setup a trigger to send an email back to a potential customer as soon as they send you a question.   This can be tailored to keywords they provide in their request.   Also, average response time can be relayed(should be less than 12hrs).  Further you can solicit them to sign up for your newsletter and possibly provide instant answers to frequently asked questions or at least a link to your FAQ or Self Service Portal.

2.  Ticket Routing – Have questions submitted to a single email address and then route to secretaries, tech support, sales etc.

3.  Self Service Portal – Customers can have instant access to FAQ(Frequently Asked Questions), check on order status’s and even answer each others questions.

Best Customer service for small BusinessThe ticketing systems also let you prioritize questions and keep excellent track of urgent questions.  Answered questions are separated out, so you always see the unanswered tickets on top as default, unlike standard email programs where unanswered messages tend to get buried.

Organizations large and small find ticketing software very useful.   Many are free, or are charged incremental fees based on the size of your organization.    Zendesk is one of the more popular ticketing systems and is highly customize-able.   It’s also easy to setup and has a nice web portal.  Zendesk integrates well with many other software programs like Magento, Capsule, Salesforce, etc.   You won’t get much pre-post sales support for the free versions, but Zendesk does offer webinars to teach you the basics.   Some other ticketing systems are Freshdesk and LiveAgent.

customer support with ZendeskFreshdesk Customer SErvice

Online Chat –

Zendesk offer online chat, and there are also a host of plugins available for website CMS like WordPress, Joomla, etc.   Freshdesk offers chat as well.   Chat is a very inefficient way of communicating, but some customers prefer it and at least it demonstrates someone works at your company, so it’s good to have.

CRM – Customer Relationship Management –

It sounds like a large and arduous term from my 90s business management class, and actually most of the larger CRM software platforms are that old.   In theory, you want to keep track of all your customers and contacts(like a roladex) along with pending activities for each.   Customers should be managed and monitored along the entire chain of the sales process, and after.   Sales Agents manage these interactions through CRM platforms.      I’ve found that these systems actually require more time and effort to manage than they save and payback.    Salesforce and Zoho(or it’s opensource version Vtiger) are designed to capture leads from webforms(contact us form online) and manage them through the sales process.  It allows for forecasting, followup reminders and good lead management.   They are also complicated ways to store all of your contacts.   There are some other lighter and more nimble CRM systems arriving which are based on fresh technology and more appropriate for today’s business demands.   Capsule is easy to use and affordable.

capsule CRM Business

CRMs and Ticketing systems don’t yet have automatic integration, they don’t talk to each other.  Until then, there are cloud solutions that provide automated tasks between cloudware(Cloudwork and Zapier).   My simple hope would be that when a customer sends an email, it makes a new contact or lead in your CRM software.  We aren’t quite there yet, but technology is coming.