Having a simple Help Desk will enable you to keep track of questions, process them efficiently, and of course make sure your visitors are well taken care of.
But a Help Desk doesn’t need to feel clunky to you, your visitors (i.e. “here’s your ticket # from firstname.lastname@example.org”, etc.
Here’s what we’ve seen work well for our customers…
Help Scout (no affiliation with us at all)
We like Help Scout because it’s simple yet effective. We’re not associated with Help Scout in any way, and we do not get compensated at all for referring you to them – we just think it’s awesome, and want you to have awesome tools for your business ; )
Most help desk systems are pretty clunky, in that they generate automated “ticket notification” emails to customers, come from “email@example.com” style email addresses, and others feel like a ticket system to customers. They also usually have a pretty steep learning curve to use in your business.
But Help Scout is different. Here’s what we love about it…
Customers Receive Emails – Not “Tickets”
When you respond to customers, it looks like an email that came from you. There is not “ticket #” information, firstname.lastname@example.org addresses, or anything else like that. It feels like you emailed them, which is exactly what it should feel like.
Easy Collaboration with Your Team
You can collaborate with your team easily by adding notes to tickets, tagging tickets, and assigning tickets to different team members. This can all be done within the Helpscout interface, but can also be done via email without ever logging in (more on “email commands” below).
Saved Replies Can Save a Ton of Time
You can use saved replies to answer common questions, while also integrating personal information. When creating saved replies, consider including instructions for your support team too if more in depth customization of the message is needed before sending it out.
Manage Most Activity from Your Inbox (not Help Scout)
If you’re hesitant about using a Help Desk because you don’t want to have to login to yet another online tool to manage communication, then Help Scout’s “email commands” feature will excite you (if you’re nerdy like us).
- You can get notified of new tickets, replies to tickets, and much more directly within your inbox.
- Then, simply reply to the ticket from your inbox and that will send the reply to your customer.
- If you want to assign the ticket to someone, add a note, tag the ticket, etc., you can do that too – all from within your inbox!
Workflows and Automation
If you want to get a bit more advanced, you can configure automation steps within Help Scout for various situations.
Here’s a few examples:
- If the ticket contains “refund”, assign it to the owner with active status and tag “Refund” in case it’s a sensitive customer service issue you want to handle yourself.
- If a ticket is assigned to a junior team member, but not responded to / updated in 3 days, assign it back to a Senior team member with a note about the inactivity on the ticket.
- (and much more).
Integrate Your Shopping Cart Data
If a customer asks, “When is my order shipping?”, it’d nice to have that info right in front of you, right? With Help Scout, you can.
… Nerd Mode [On] – It Integrates with Zapier.com
If you use Zapier.com, then you’ll know how powerful this is. If you don’t, check out Zapier.com (we’ll update this post in the future if we do a post on Zapier).
With the Zapier integration, you can trigger things to happen in all types of other tools if something happens in Help Scout, and visa versa.
- If someone fills out a specific form on your website, create Help Scout ticket with that info
- If a failed payment happens in your merchant account, create a Help Scout ticket
- If a ticket is tagged as #awesome by you, notify your team in Slack
- (and much more)
Try Help Scout For Free (Forever)
HelpScout’s pricing is really simple, and the free version honestly has enough of the core features you’ll need to move away from processing email tickets in a single email inbox like you’re probably doing right now. You can see the pricing at http://www.helpscout.net/pricing/, and signup for a free trial without any credit card.
Have any questions? Let us know by commenting below!