Teams | Collaboration | Customer Service | Project Management

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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.

Nifty Tutorial: Task Management

Bring order to your team’s workflow with Nifty Tasks! Tasks can be as simple as a do-item, or a fully rigged out journeys with a description, a due date assigned subtasks, and attached files & docs. Additionally, tasks have a collaborative comment section to consolidate feedback. If you’d like to keep this task private from project Guests, Members, or Admins, simply hit the Hide Task button! And don’t forget to tie a task to a Milestone to automate milestone progress tracking and the impact on greater project objectives!

The keys to excellent internal help desk management

Businesses are laser-focused on customer experience and customer service today. And as work transitions from in-person to remote, customers are heavily relying on digital channels for help. This is no different for your employees — they need digital internal help desk solutions now more than ever. Companies are leaning even more heavily on technology to keep their customers and employees connected while the world is in survival mode.