Teams | Collaboration | Customer Service | Project Management

OneDesk

12 Must-Have Features of PSA Software

In today’s fast-paced business world, finding the right tool to streamline your organization’s processes is crucial. Whether you’re a seasoned project manager or a curious entrepreneur, we’ve got you covered. In this blog, we’ll explore 12 must-have features to look for in a PSA software. From service request management, to invoicing, and capacity planning, we’ll guide you towards making informed decisions.

Integrate Shopify with OneDesk

Shopify is a popular e-commerce platform which allows companies to create online storefronts even with limited tech know-how. OneDesk is an all-in-one work management software. With OneDesk, you can manage multiple aspects of your business, from multi-channel customer support, to employee time tracking and project planning. Open communication channels for your customers and prospects by integrating your Shopify store with the OneDesk customer applications.

OneDesk - Full Overview Demo 2023

OneDesk is an all-in-one application for customer support, project management, and professional services automation. Explore the key capabilities and learn how to get started in this full overview. 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.

Integrating OneDesk with Wix

Wix is a popular website builder which allows anyone to build beautiful pages with templates and other ready-made elements. OneDesk is an all-in-one work management software. With OneDesk, you can streamline and manage multiple aspects of your business, from customer support and task management to time tracking and invoicing. Open communication channels for your customers and prospects by integrating Wix with OneDesk’s customer-facing applications.

OneDesk - Saved Replies (Canned Responses)

Learn how to create, use, and manage saved replies. Saved replies are pre-written responses that make answering customers more efficient. 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.

Create a Customer Service Knowledgebase

A customer service knowledgebase is a hub of information for your customers. It is considered an essential self-service option for companies of any size or industry. A knowledgebase (KB) will include answers to common questions about your products or services. It might also include detailed guides on how to solve issues or perform actions. A KB can be a helpful tool from the agent perspective as well. For instance, agents can consult articles to provide accurate answers.

Self-Service Best Practices

With the advancement of technology and the increasing expectations of modern consumers, self-service options have emerged as a crucial component of effective customer support strategies. It has become important to encourage self-service for companies of any size or industry. Self-service refers to the customer support process that helps enable customers to get help on their own without contacting a support agent.

10 Best Practices for Managing Your Help Desk

Optimizing your help desk and processes is key to maximizing the satisfaction of customers. Help desk management should be a complementary process between your help desk software and your team. On one hand, your help desk should provide you with the optimal features to improve your processes. On the other hand, you should define your workflows and ensure best practices are followed. With that said, here are 10 best practices for managing your help desk and improving your support.