Teams | Collaboration | Customer Service | Project Management

ITSM

How to Update the Notification E-mail Templates | StartingPoint

In this video, we show you how to update your notification templates to have an easy way to notify your customers or team members within StartingPoint. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

How to Create a New Task List or Checklist Template for Team Members | StartingPoint

In this video, we show you how to create checklist templates for team members to remember their day to day tasks within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

How to Create a New On-boarding or Checklist Template for Customers | StartingPoint

In this video, we show you how to create an on-boarding or checklist template to have an easy way to complete tasks within StartingPoint for your customers. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

How To Create New Project Templates | StartingPoint

In this video, we show you how to create project templates to have an easy way to initiate projects within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

What if you could connect 100% of your CSM, ESM, or ITSM data sources to your service teams?

The idea of a single view into the enterprise has existed for some time as a "holy grail" concept—not just for Customer Service teams, but for IT leaders, and managers looking for big-picture dashboards for better decision-making. The trouble with realizing this concept has historically been an unreasonable investment in time and treasure to tear-down and rebuild vast enterprise systems. Today's fast-paced mergers and acquisitions activities only compound the technical challenges.

7 Important Steps to Improve Operational Efficiency

When it comes to improving your business operations, there is no one-size-fits-all strategy. You have to look at the different processes involved in your business--from sales and marketing to product creation and delivery. Here, we’ve listed the strategies you can do at a minimum to improve your organization’s overall operational efficiency.

The Need For Workflow Automation In Your Business

Bill Gates was quoted saying, “The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency.” Workflow automation is one of the finest methods deployed to succeed in business. It is considered the ultimate alternative to traditional inefficient and time-consuming business processes. The objective of a business is to reduce operational costs while ROI increases.

CX Statistics Your Business Needs to Know in 2021

With so many brands and competitors out there, customers have an extremely high expectation for your customer service and care. Having a great customer experience (CX) team helps with client satisfaction, retention, and referral. All three of these are at the bottom of the marketing funnel and are key to growing your business. To truly understand your customers’ expectations, you must diligently study your CX and pain points.