Tag: help

The RRFAQs on InfusionCon 2011 - Story From: The Official Infusionsoft Blog

March 21st, 2011, Comments Off

The NFL has the Super Bowl, NASCAR has the Daytona 500 and we have InfusionCon. This annual event attracts hundreds (make that over a thousand) entrepreneurs and marketers join us at our user conference. As you might imagine, attendees probably have many questions on their mind. I’ll answer your Really, Really Frequently Asked Questions (RRFAQs) [...]

Easy Features in Infusionsoft - Story From: The Official Infusionsoft Blog

March 3rd, 2011, Comments Off

I’ll admit that a few years ago when I first logged into my Infusionsoft application, I was lost and confused. If my manager asked me to create a Follow-up Sequence, I wouldn’t have been able to figure it out. It was scary and difficult to do. That was 2008. Now, I can confidently say that [...]

Marketing Monday: 3 Ways To Engage Your Email List - Story From: The Official Infusionsoft Blog

February 14th, 2011, Comments Off

Last week, we received a marketing question from Meny Hoffman about how to boost engagement and reaction to his emails. He asked a great question that many marketers want to know about and I’m happy to answer it and provide an example, too. Question: I have a question for you, we have a nice size [...]

Use the On-Screen Help to Drive Your Dealmaker Account Management Productivity - Story From: Dealmaker Tips

February 11th, 2011, Comments Off

In Dealmaker Account Management, contextual on-screen help messages guide you through the application.
Look for the yellow light bulb icon on the screen to help you find what you’re looking for, or if you’re not sure how to do something.
In other areas of Dealmaker Account Management, when you’re working in maps, a ? icon is available [...]

Answers to Email Marketing Challenges - Story From: The Official Infusionsoft Blog

December 22nd, 2010, Comments Off

Man, I really love MarketingSherpa. They publish great reports designed for marketers and small business owners. Today, they shared an article and chart that points out the challenges marketers face in their email marketing effectiveness. This got me thinking about how small businesses can overcome these challenges and show the competition who’s boss. In the [...]

Get Rewarded with Zoho Recruit’s Affiliate Program - Story From: Zoho Blogs

November 17th, 2010, Comments Off

We are excited to announce Zoho Recruit’s new Affiliate Program! Refer friends, colleagues, clients, etc., to Zoho Recruit and get rewarded.

Becoming a Zoho Recruit Affiliate is fast and easy. All you have to do is just fill up Zoho Recruit’s Affiliate form and submit. After submitting the form, a promotional code will be given to you, through which your referrals can sign up and purchase Zoho Recruit. Once your referral makes a purchase, you will get an instant commission of 50% credited to your account.

Check out the Zoho Affiliate program for other services too.

Announcing Zoho Support: Web-based Help Desk Software, Ticket Management and Self-Service Portal - Story From: Zoho Blogs

November 10th, 2010, Comments Off

Today we’re excited to introduce the newest arrival to the Zoho family:

Zoho Support

.  Brick by brick, we’re building Zoho into the one-stop shop you need to run your business on the cloud!

Zoho Support is a web-based help desk software that allows organizations to easily manage and respond to an ever growing number of customer support inquiries that arrive via different channels (phone, e-mail, web). In the era of real-time communication and instant-everything, customers expect a prompt answer to their questions. With its innovative web interface, Zoho Support allows technicians to prioritize customer tickets, quickly find the appropriate response and get back to the customer as soon as possible.

Sometimes, the quickest way for customers to get support is through the self-service route. Zoho Support includes features that allow members of the support organization to easily publish solutions to known issues in a customer portal, so customers will solve their issue even before they contact your staff. In the customer portal, customers are also able to submit and track tickets.

In a nutshell, Zoho Support consists of the following modules (or tabs):


  • Requests

    . The requests tab helps technicians prioritize the support requests that are coming in from customers. There are multiple ways in which the support request can be sliced & diced – for example: those requests that are assigned to me, or those requests that are unread. A support manager might want to see which requests are overdue and need to be addressed immediately. Sometimes it’s impossible to programmatically determine (i.e. through an e-mail or a form) if a request is high-priority or who it should be assigned to. The requests module also helps organizations triage these support requests so they can be quickly routed to the appropriate team for solution.

  • Accounts & Contacts

    . Accounts and contacts provide a view into the support operation through a customer perspective. Most importantly, organizations can define, track and enforce specific SLAs (service level agreements) they may have agreed to with their customers. No two support requests are even created equal, even two that look exactly the same could have a different priority depending on the SLA that was promised to each individual customer. 

  • Reports & Dashboards

    . Reports and dashboards provide a quick view into how your support organization is doing. You can quickly get a wealth of data that will allow you to take the best decisions for your business and your customers. For example – what products are getting the most support requests? What incidents are happening the most often? What support group (or rep) has the slowest response time? 

  • Tasks

    . The task module provides simplified view into what a support rep needs to do – either external activities (like get back to a customer with a particular solution or diagnosis) or even an internal one (like research or try a new approach). These allows everyone in the support team to keep their work organized and allows the support manager to get a quick glance into what everyone on his team is working on.

  • Solutions Database

    . The solutions module allows support reps to create and publish (either internally or externally) solutions to the most common customer problems, so that next time they get a similar case, the don’t have to re-invent the wheel. When a solution is published externally, it is automatically available in the customer portal, so that customers are able to find it easily.

  • Workflow, API and much more.

     Automate tasks, assignments, alerts with the workflow rules; integrate with your other systems via the API; maintain details of your catalog (skus, release dates, support windows). E-mail reply templates… and there’s more. There’s a lot of good stuff in here.

And, as you would expect, Zoho Support is already integrated with

Zoho CRM

. So you can go from selling to supporting easily and smoothly. We also integrate

Zoho Chat

– so your support agents can quickly find the answer they’re looking for, not only in the solutions database, but also from their colleagues over IM while they are on the phone with a customer. As you may know by now, we’re big on making all of our products tightly integrated with each other. There are a (Read more...)

Can Management Customers be Targeted More Effectively Using a CRM? - Story From: Sell, Sell, Sell!

November 7th, 2010, Comments Off

We all know that different customers demand different sales approaches. Can management customers be targeted more effectively using a CRM to enforce and automate the correct sales approach?

CRM Software System Delivers Success for These Businesses - Story From: Sell, Sell, Sell!

October 22nd, 2010, Comments Off

SalesNexus CRM Software System users share their stories of how sales force automation helped their businesses grow.

Sales Influence Demands Sales Force Automation - Story From: Sell, Sell, Sell!

October 14th, 2010, Comments Off

Can an online CRM and email marketing solution help you build trust with a customer?

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