5 Strategies for Enhancing Your Consumer Support Operations With WorkFlow Automation

Why Implement Perform Flow Automation?

Workflow automation does exactly what the name implies: it basically automates your workflow processes. Have you ever taken a buyer or service contact, produced a record of it, then either misplaced or dropped the ball on the request? That will not make for satisfied customers, or create good business relationships, to say the least. But we've got all skilled such situations both on the calling and receiving end. Get far more details about zapier expert

With workflow automation, smart routing and assignment choices might be made to facilitate a smooth operation and constant service levels within your customer support teams. The proper individual or department that is definitely most effective suited to manage every single job promptly and proficiently receives prompt and trustworthy notification. No lost notes, practically nothing lost in translation from one individual to the subsequent, and best of all no clients left hanging, waiting to get a response that by no means comes!

Consumer support software providers are applying the benefits of workflow automation to their applications to improve service, enhance productivity, and simplify the procedure for each employees and clients.

1. Automate mail-to-Ticket Conversion


It is actually increasingly prevalent in today's internet-enabled business globe for consumers to straight e-mail corporations with support concerns or information and facts requests. Normally these messages are routed to a prevalent mailbox in the receiving company, exactly where an employee evaluates the request and either forwards it for the group they believe ought to respond, or it might be copied and pasted into a ticketing system for assignment and resolution.

Meanwhile, prospects are left waiting for a response to their request whilst manual processes are getting performed at the business. This can cause delays in servicing the buyer, add business expense from labor charges related to the manual review of emails and entry of tickets, and eventually produce poor customer service and in some cases lost income.


Customer support software with workflow integration will acquire the e mail from your client, automatically build a support ticket, assign it for the proper group to respond, and confirm receipt by emailing your customer. This gives enhanced buyer satisfaction, reduces manual processes, and speeds resolution of service and assistance requests.

2. Automate Help Requests and Ticket Routing


Client requests might be categorized on receipt, but delays can happen in routing the requests towards the right person or department to resolve them.

Manual review of tickets to establish the most effective resource for response and resolution causes delays. This could lead to a lack of response via misdirected or lost tickets. Management, monitoring workloads and technician activity, may not have visibility of a ticket that is assigned incorrectly or routed for the incorrect group.


Client help software with automated workflow can decide, by category, the appropriate assignment for the ticket. Determined by categories for example 'email' or 'lost order' the ticket might be forwarded towards the suitable team or technician which will promptly respond towards the challenge.

Efficiency is improved, customer support is enhanced, and costs are lowered by means of reduction in manual review and routing.

3. Automate Service Level Tracking


There could possibly be numerous sources of service requests: phone, e-mail, even hand-written notes from other employees. It's simple to lose track of an occasional request, no matter how much you value fantastic customer service levels.

Lost or misplaced info can create delays in responding to such requests and may violate contractual commitments for service level agreements. The day-to-day managing of requests and resolution timelines is a difficult balancing act for help teams, which can outcome in poor outcomes if promised service levels aren't maintained.


Establish certain workflow escalations that automatically determine tickets which are about to exceed specific service levels (i.e. if a ticket has not been responded to inside 2 hours, e mail a supervisor to react with urgency). Effective reporting tools permit management to track and measure their success in meeting these timelines, define problem areas, and make improvements where required.

4. Automate Communication


Customers have no visibility to the status of their requests. Even though that you are giving complete consideration towards the customer's request or issue, if they don't have any communication from you, they can not appreciate your efforts. Because of this, they may grow to be frustrated, or they could be placing calls to many people inside your organization to request an update. This generates more perform for your employees, because of taking numerous calls associated to the same issue.


Workflow automation can create follow-up and status messages to your buyers at predetermined methods along the way to resolution. Confirmation that you just received their request is often a terrific first step, but extra communication as you perform to resolve the concern is welcome information and facts towards the buyer.

These notifications go a long way toward establishing consumer confidence within your service levels. In addition they make to get a much more efficient operation inside your service team when such communications are automated.

5. Automate Tracking of your New Buyer Implementation Course of action


Gathering and setting up details for new prospects is ordinarily a repetitive procedure, normally with various employees or departments involved. Passing facts back and forth can lead to lost information and delays in undertaking business using the buyer.


Workflow can handle the buyer setup process more efficiently and consistently. Creation of information can trigger a notification towards the next employee that their task is ready to be worked on. By automating the procedure tasks, manual efforts are eliminated, plus the implementation is accelerated through the departments involved. This improves data integrity and client satisfaction.

Novo Solutions - Your Answer for Work Flow Automation

Given that 1999, it has been our passion to assist organizations simplify their perform and strengthen efficiency. Our suite of technical and buyer help software helps our clients resolve difficulties a lot more quickly, strengthen their internal course of action, communicate with their consumers, all although reducing errors and expenses.

The integration of workflow automation in our buyer help software has been a revolutionary tool in enhancing productivity in support operations. ShareNet, our 2nd generation software platform, has taken request tracking for the next level enabling our buyers to track practically something, from anywhere. The system might be utilized by many departments for instance IT, service management, or client support teams.


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