OneDesk for professional services Support HelpDesk

Retain current clients while building a stronger foundation for the future; OneDesk's support team can help you with everything you could want!

How does OneDesk help my Support team?

Unified Firm Support Tickets, Client/Internal Communication, and Professional Service Hub.

Support teams in Professional Services might assist clients with ongoing retainers or specific deliverables. Managing client requests post-engagement builds relationships. Use OneDesk's helpdesk to log and track client support tickets. Ensure timely responses to client questions or issues. Deliver excellent ongoing client service.

Unified Firm-Wide Internal & Client Support Ticket System.​

Professional Services Support assists ongoing clients. OneDesk logs client requests under retainer agreements via email or portal into tickets. Use custom views to manage support for specific clients or services. Track resolution times against retainer SLAs. Reporting shows support volume for ongoing engagements.

Unified Firm Service Portal, Client/Internal Forms & Central Knowledgebase Access.​

Clients receiving ongoing support or managed services need a reliable channel for requests. The OneDesk customer portal allows clients to submit support tickets under their retainer or service agreement. Clients track ticket status and communicate with the support team easily. The knowledgebase provides service-specific guides, FAQs, and performance reports. Live chat offers immediate assistance for issues covered under the support agreement.

Automate Firm Ticket Triage, Practice Group Routing & Client Service Workflows.​

Provide comprehensive support both internally and potentially for clients across a professional services firm using OneDesk automations. Build versatile workflows to handle diverse inquiries from IT help and HR questions to project support and client onboarding assistance. Automatically triage incoming tickets based on keywords requester type client vs internal practice area or urgency. Route inquiries automatically to the correct internal team IT HR Finance Engagement Support or client service desk. Send automated confirmations status updates and manage SLAs. OneDesk centralizes support for efficient firm operations.

Unified Client & Internal Firm Support.​

Provide comprehensive internal and client support across your professional services firm with OneDesk. Its versatile centralized help desk handles diverse inquiries IT HR project support client onboarding efficiently. The platform's flexibility allows intelligent routing and SLA management ensuring consistent service quality. Need a scalable reliable system for all support needs? OneDesk is the unified solution. It enhances overall firm efficiency and client satisfaction.

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