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What is Help Desk Software

Category: Help Desk Software

helpWhenever your clients come across a problem with your product, they will get in touch with a help desk, the most obvious place where they expect to have their issues resolved. Businesses have developed various help desk solutions to manage complaints from their clients including tracking and taking phone calls and offering a solution to their problems. These can be done by email, phone, social media or chat.

What is Help Desk software?

It is the system that automates the help desk process to satisfy customers’ complaints or queries. Current help desk software products are often cloud hosted or web based.

Before making a comparison review of the best help desk software, whether for B2B or B2C, a large enterprise or small business, make sure the help desk software’s objective is clear to you: it just automates the process of addressing customer grievances. You still need to develop your knowledge base content, FAQs, escalation funnel (how to handle simple to extremely difficult cases) and case handling techniques.

Main features of help desk software

What is the best help desk software for a small business may not be for a large business because different vendors offer different versions. Some help desk software products are stand-alone, while others are integrated to a CRM system. Some are accessible online, while others are hosted in client server. The variations notwithstanding, they all have three main functions:

  1. Ticket Management

The module assigns an ID to a customer call, email or chat. A customer service agent logs the ID and associates it with the conversation, which helps the manager to track the progress and outcome of the interaction. Newer help desk software can tag social network accounts that interact with the company through @mentions or private messages, so companies can easily spot their online ambassadors or critics.

  1. Automation Suite

This module directs the customer call to the employee who is qualified to provide the answer. Often, a coordinator accepts the call and forwards it to the concerned department. For instance, technical questions go to the I.T. support team; while delivery issues to the logistics staff. You can also assign roles to employees who should answer basic and technical concerns.  Likewise, the Automation Suite alerts the coordinator of the status of customer interaction, such as: if a call is left unattended; whether the case is solved; or if the case should be escalated up to merit a manager’s attention.

  1. Reporting and Optimization

The module collates relevant information from the other help desk modules, including nature of conversations, response time, duration of interaction, and number of calls received and solved. These insights help managers to calculate the help desk team’s workload, peak and low seasons, turnaround time, bottlenecks, and resolution rate. The objective is to further improve customer service performance or make it more cost-efficient.  This module is also helpful to crafting knowledge base material by collating the most common customer concerns that you can base your FAQs or downloadable handbooks on and free customer service from time-consuming recurring customer queries.

Read more:  Help Desk Software For Medium Companies: Experts Explain Its Key Features

By Nestor Gilbert

Senior writer for FinancesOnline. If he is not writing about the booming SaaS and B2B industry, with special focus on developments in CRM and business intelligence software spaces, he is editing manuscripts for aspiring and veteran authors. He has compiled years of experience editing book titles and writing for popular marketing and technical publications.

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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