Teams | Collaboration | Customer Service | Project Management

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OneDesk - How to Create Multiple Customer Portals/Knowledgebases

OneDesk allows you to create as many unique portals or knowledgebases as you need, and you can customize each one to be unique from the others. Here’s how to create a new portal and knowledgebase 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.

Cue the Confetti: Celebrating Milestones from 2020 and Preparing for the Road Ahead

“Every opportunity that a company has to celebrate something, no matter how small or large that something is, they really should take advantage of it to lift the morale of the employees.”1 That’s what Matthew Jarzynski, vice president, human resources, Synergy, advises businesses as 2020 works its way into the history books.

5 best practices to design your Shopify dashboard

If you have ever worked with Shopify, you know it collects data on dozens of ecommerce metrics at any given time. You can track the number of sales, order values, sales by location, and more. The sheer number of key performance indicators (KPIs) and ways to display them can be overwhelming. How do sellers keep their most important metrics from getting lost in the day-to-day shuffle? By building a Shopify dashboard.

TeamSuccess Short Demo

The cost of acquiring new customers is much greater than what it costs to retain existing ones. A 5% decrease in monthly churn can result in 50% more revenue over a five year period. The best way to protect and expand your core business is to ensure your customers are succeeding with your product. With TeamSuccess, this has never been easier. Your customer success managers can actively monitor your customers and make sure they are continuously receiving their expected value.

TeamSupport 2021

TeamSupport is an award-winning customer support software company built specifically for the unique needs of B2B (business-to-business) companies. Created by B2B support thought leaders who have lived through the challenges of being a B2B company in a B2C (business-to-consumer) support world, TeamSupport has evolved to become the industry leader in creating a single source B2B customer support to success solution.

StartingPoint - 2020 - Testimonials - Sean Velasquez, Managing Partner of American Income Life

Sean Velasquez, Managing Partner of American Income Life and Cohen-Velasquez Agency, shares his testimonial of using StartingPoint to create efficient workflow operations for his team and his customers and clients.

StartingPoint - 2020 - Testimonial - Chris Trujillo, Director of Customer Operations at Employbridge

Chris Trujillo, Director of Customer Operations at Employbridge, shares his testimonial of Employbridge's use of StartingPoint to improve their customer operations and customer experience.

Introducing Teramind BI Reports

Teramind is proud to introduce our new Business Intelligence reporting functionality. Having the platform with the strongest breadth and depth of captured user data, we've enhanced our reporting capability to allow information to be presented in multiple dimensions. This will allow for faster and more accurate investigations and user analytics.