Tuesday, May 5, 2020

A 10-Step Guide to Choosing the Best Help Desk Ticket Software


Customers are the soul of any organization, and customer satisfaction must be the top priority of the company. It can be a startup, an established organization, or you can create your own support team. The reason for the high quality of customer service is one of the key things that can help you build a great customer experience and build brand loyalty. All you need is robust help desk service.

How to choose Best Help Desk Ticketing Software?

We recognize that there are many solutions available on the market and to help you create the following easy-to-use software guide.

1. Decide On a Budget

If you are a small business, don't underestimate yourself, assuming you can't afford to buy ticketing software. There are many solutions on the market that are affordable and available on a limited budget. Many SMEs ignore help desk support services solutions while allocating technical quotes, assuming email addresses and phone numbers are sufficient. In fact, help desk software has many benefits that positively impact the end result.

2. Choose Between Local & Saas Solution

Basically, there are two types of help desk software.

a) on the premises
b) SaaS solution

Both have their own strengths and weaknesses described in this section. The final choice is yours.

a) On the Premises

Software installed locally on a server to be purchased separately.

b) SAAS Solution

It is not only hosted in the cloud, but also managed.

3. Take Note Of The Characteristics Your Organization Seeks

Make a list of features and break them down into "required" and "thank you" features.

A good option is to ask the customer service team to write down all the characteristics they can think of and classify them into one of the two groups.

Important feature: If your help desk does not support X, we will not be able to provide the required customer service.

Useful Features: If your help desk offers X features, you can take full advantage of them to create a better customer experience.

Keep the above list as short as possible to provide the best opportunity to meet customer needs. Use this list to compare different solutions and see which one best suits your business needs.

Some channels with which customers can contact you:

  • Computer inbox
  • Chat support
  • Telephone support
  • Forum


4. Remember Safety

Ticket systems often exchange customer data. This data may include confidential information, such as names, contact numbers, user IDs, emails, passwords, addresses, and other confidential information that you do not want third parties to know. To avoid this situation, make sure that the tools you choose are protected both in your data transfer and in your environment. For example, if you use an email powered ticketing system, be sure to use SSL or some other form of encryption to help protect your help desk ticketing software.

5. Use the Latest Knowledge Base

It is a type of self-service tool that helps customers find information about their products. This allows you to answer frequently asked questions, post information about product features and prices, and do whatever you want your customers to know about your product. With this knowledge base, customers and users can find answers for themselves without having to call helpdesk.

Not only this, the knowledge base helps to optimize search engine content. Available in a variety of formats, including Word documents and spreadsheets.

6. Personalize Your Email Template

If you use email to send your tickets, you are more likely to reply to the email with an automatic reply. Common templates make the client feel that the client is not handling himself correctly. These are just another number. Plus, loyalty is important to you, so take the time to prioritize these templates so that your business reputation is properly reflected.

7. Evaluate The Ticket Management Function.

Having reliable ticket management software is the most basic function of help desk ticket software. It is the key to timely problem solving. You should be under the impression that all help desk ticket software has features such as assign, reassign, escalate, resend, cancel and cancel. However, this is incorrect because some programs give you more control over ticket management than others. Therefore, before searching for software, you need to know how much control you need. Don't settle for software that doesn't provide the control you need.

8. Scalability Is Also Important

Does the software you are considering work as your business grows? This is the time when scalability is important. Maybe you are a small team and plan to grow in the future. So, choose a solution that grows with your business over time.

Some of the factors that can affect the scalability of help desk ticket software are:

  • ·         Maximum number of user accounts.
  • ·         Data storage function
  • ·         New areas of organization.
  • ·         Single-channel or multi-channel system
  • ·         New CRM or other integrated system.


9. Create A Help Desk Ticket Software Evaluation Team

If you are just starting out, or if you are a very small team, the evaluation team can only be you. If you are a large organization with a great team, the following combination will work perfectly for you.
Manager or senior officer

Advanced users of some help desks

1 junior level customer service representative

Their different perceptions, needs, and backgrounds provide a complete picture of whether the help desk ticket software is right for your organization.

10. Test The Final Help Desk Ticket Software

You should now have the final candidate customer support software ready. Now let's move on to the next and last step. Sign up for a free trial of this software and see which one best suits your support requirements. Most software vendors do not offer free access to all features. Therefore, be very careful when making the final call. In practice, it will depend heavily on the software, so you can ask the support team to test it once.

If it's not one of the free trial periods, you can sign up for a free demo and see what they need to offer your business. If not, remove it from the software list and start with the next one on the list.

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