Teams | Collaboration | Customer Service | Project Management

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OneDesk - Routing Actions

Learn how to set up your Workflow Automations to automate specific actions in OneDesk and eliminate repetitive, manual work for your support agents. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Domains

Learn how you can add multiple domains for your customer organizations in OneDesk OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Summary Cards

Learn how you can view your users' and customers' summary cards to access their full profiles or start a conversation. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - User and Teams

Learn how you can organize your users into specific teams in OneDesk OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

6 call center training tips for building an exceptional team of agents

More often than not, shoppers’ impressions of companies are based on interactions with support agents. After all, customers rarely interact directly with businesses outside of support calls—especially if the company is online-based. Your agents need the proper training and tools to handle those calls in a way that makes the customer feel heard and appreciated. Below are six call center training tips to ensure your agents can deliver a positive, helpful customer experience.

How to calculate your customer retention rate

Loyal customers are the bedrock of any booming business. After all, loyal customers are repeat customers; they’re generally the most likely to promote a business on social media; they tend to report the highest levels of customer satisfaction; they have the lowest churn rate; and they can boost a company’s net promoter score. Customer retention is critical. But keeping customers happy and loyal for the long haul is easier said than done.

What is StartingPoint and How We Help Service-Based Companies and Teams

Companies lose more than $75 billion per year due to poor customer service and low customer satisfaction. StartingPoint is the solution for service-based businesses between 2 to 30 employees to solve the challenges in client engagement and customer service. Developed with AWS and IBM Cloud, StartingPoint is the solution for service-based companies and teams. Industries we can specifically assist are accountants, bookkeepers, CPAs, real estate brokers, mortgage lending brokers, independent insurance agents, consulting firms, and business managers.