Teams | Collaboration | Customer Service | Project Management

How Fintech startup Novo is using CX to disrupt a traditional industry

Fintech has been steadily rising over the past few years, and many ambitious startups are tapping into that growth with new and advanced financial products. Legacy financial institutions are now looking warily at their new competitors, as Fintech firms are approaching the old financial framework from a different angle that is more customer-centric. See how Fintech startup Novo, a mobile business bank account created with the modern entrepreneur and founder in mind, is disrupting the industry by leveraging customer experience at the forefront of its growth.

Part 2: B2B Customer Support: Cost Center or Profit Center?

Did you miss Part 1 of this series? It was quite a show! Luckily, you can still go back and read it! We’re looking at different B2B customer support channels from two distinctly opposite perspectives: cost center (support is a necessary evil of business) and profit center (support can hold its own in the revenue generation conversation). In Part 2 we are looking at two of the most modern support channels, self-service and visual support. And we’ve got a bonus at the end!

OneDesk - How to Make Adjustments to your Company Preferences

Learn how you can add your company name, logo, working hours and more through OneDesk Company Preferences. 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 - How to Make Changes to Bulk Items

Learn how to make modifications to multiple items 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.

StartingPoint - Streamline and Solves the Customer Experience

StartingPoint is a customer operations and experience platform to solve the disconnected customer experience. StartingPoint allows companies and teams to see a complete view and manage customer on-boarding, project management, service and helpdesk management, and team management in one location.

Text support: get it right the first time

Smartphones have become a common part of everyday life. Pew research reports that 96% of people in the United States use cell phones. And with their ubiquity, text messaging has become one of the most common forms of communication in modern life. Recent research from Text Request found that 97% of smartphone users had texted in the past week. For businesses, that makes text messaging an important channel to include in your customer support strategy.

Call center 101: What makes a successful call center?

In today’s omnichannel world of live chat, social media, email, and more, it can be easy to overlook the critical role that phone support still plays for many customers. In fact, phone is still the most common way that customers prefer to contact customer service at a company, according to Benchmark data.

Zendesk is FedRAMP authorized

Zendesk takes security very seriously—just ask the Fortune 100 and Fortune 500 companies that trust us with their data. We use a combination of enterprise-class security features and comprehensive audits of our applications, systems, and networks to ensure that your data is always protected, which means every customer can rest easy—our own included.

Introducing Automations for Field Service Management

Field technicians, as part of their service workflow, are required to execute certain repetitive tasks each day. These tasks improve information dissemination across teams, ensure that the documentation for every service request or task is up-to-date, and help visibility and coordination between helpdesk and field teams. These tasks are of paramount importance for your support and field teams to function smoothly.

OneDesk - Setting up Multiple Domains for Customer Organizations

Learn how you can add multiple domains for customer organizations in OneDesk so that customer record is automatically added to the specific organization. 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.