OneDesk for professional services Support Professional Services Automation
How does OneDesk help my Support team?
Excellent Client Support & Seamless Service Project Billing
Deliver Prompt Client Support with Professional Services Ticketing
Client Support in Professional Services (for retainers or post-project), OneDesk ticketing centralizes all client requests. Capture from email, client portal, or phone. Custom views like 'Client A - Retainer Support' or 'Urgent Post-Go-Live Issue' organize the queue. Define and track SLAs to meet contractual obligations. Reporting measures client satisfaction and common support topics, building a valuable knowledge base.
Resolve Client Issues Faster with Your Support Portal
Equip your professional services support team to address client inquiries and issues with speed and precision. A client portal allows clients to submit support requests 24/7 through custom ticket forms, ensuring all necessary information is captured. Your team can build a comprehensive knowledgebase with solutions to common questions related to your services. Live chat offers immediate help when clients need it most.
Deliver Excellent Client Support with Automation.
Providing ongoing support and maintaining strong client relationships is crucial for Professional Services firms. OneDesk's automations enhance this. Our platform lets you create workflows for managing client inquiries post-engagement, addressing any issues that arise, or proactively sharing relevant insights. New support requests from clients can be automatically triaged by client tier or urgency. They are then routed to the account manager or subject matter expert best equipped to assist. You can also use automated replies to acknowledge client communications and set expectations for follow-up. OneDesk’s versatile automations ensure clients feel valued. This fosters loyalty and referrals.
Deliver Top Support for Clients
Client support or account management teams in professional services, providing ongoing assistance and ensuring client success post-engagement builds loyalty. OneDesk helps you deliver outstanding support. Its robust features include tools for tracking client requests or issues related to delivered services, managing SLAs for support contracts, and maintaining a knowledge base of solutions. The platform’s versatility allows you to tailor support workflows for different service levels. As your firm grows, OneDesk's unique scalability ensures your client support remains responsive and high-quality.
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