Teams | Collaboration | Customer Service | Project Management

Helpdesk

Traveling this holiday season? You might be messaging a lot more than usual

‘Tis the season to be flying. This year, the TSA expects a “record breaking holiday season.” Between Thanksgiving and New Years, tens of millions of people will be traveling across the United States, with over 41 million travelers crossing state lines in the Christmas season alone. With all the waiting, spending, and flying, traveling can be stressful.

Single Sign-On (SSO) for your users in OneDesk

OneDesk allows you to set up single sign-on (SSO) to permit your users to log in using their existing credentials. If the user does not exist, once they log in using SSO, OneDesk will create a user record for them. Since email addresses must be unique in OneDesk, it is important that you do not already have a customer record with the user’s email address or the sign on will fail.

How a cloud services company uses workflow automations to track parts in the supply chain

As companies and teams become more and more distributed, communication only becomes more important. For organizations that deal with finance matters, this is only more true. There is no room for miscommunications and distractions when there are large amounts of money being transferred and worked with. One client came to us seeking a solution to their management of tickets, along with some sensitivity to permissions, communications, and the ability to track change.

Maslow's hierarchy of needs for help center customization

Customization is one of the biggest challenges with help centers, whether it’s for a startup or a global enterprise. While they may have a help center and are already reaping business benefits from it, important details can fall through the cracks when customizing it, specifically when it comes to user experience (UX).

How to enable single sign on for your customer apps in OneDesk

You may want to have your customers be automatically logged in to your OneDesk customer apps whenever they are on your site and authenticated with your own systems. This post will show you how to set that up using Azure as the identity provider, but the same idea will apply for any provider that supports OpenID Connect.

Mastering sales force automation and customer service software integration

Gone are the days of the clichéd three-martini sales lunch. While a boozy meal and a handshake were once the highwater mark for salesmanship in decades past, modern companies must navigate complex sales cycles spanning multiple channels with engagement from cross-functional teams. The stakes are high for companies that want to give customers a seamless and satisfying experience across the channels that are most important to them.

Linking to other items in conversations using the # sign

In OneDesk you will find yourself frequently discussing tickets and tasks. Sometimes this conversation will be on the actual item, but often you will want to refer to a different one. For these cases OneDesk has a great feature which allows you to quickly create a link when inside a conversation.

An MVP Hiding in Plain Sight: How Much is Customer Support Really Worth?

If you’ve spent more than a week in the business world, you’ve no doubt heard the term ROI, or return on investment. Essentially, it’s a way to measure the value, or impact, of money spent. With the need for making data-driven decisions a cornerstone of successful businesses, tracking the ROI identifies unsuccessful strategies and validates successful ones. For most business units measuring ROI can be straightforward.