Last week we took a look at a case study involving Gavin and his attempt to secure new phone service. This week we'll break down the problems of the call and discuss solutions for each of them. The over eager representative Gavin’s first representative was kind and had a strong desire to be helpful. However, Keep Reading...
When you and your team are developing guidelines and parameters for solutions to customers’ needs, whose standards are you measuring by? It’s very easy to begin shaping these standards with the intention of keeping the customer happy, but it’s very easy to become distracted by other issues, like cost. While profitability is what will keep Keep Reading...
Appointment Automation can be a life saver! Scheduling appoints that fit the schedule of an employee and client can be very time consuming. Emails can be exchanged multiple times before a time can be scheduled and often that appointment slot may be taken. We now work with Appointment core, which you can now integrate appointment core with FuseDesk. Keep Reading...
Great news! You can fully integrate your chat functionality with FuseDesk and it is really simple to do. The goal would be to have each chat feed into FuseDesk after the chat is completed as a case for additional support team follow up and moreover, Infusionsoft contact record documentation. All you need to do is Keep Reading...
The Advanced Search within FuseDesk is a quick and easy way to find cases by specific search criteria. Just to the right of the Case Search box is the Advanced button. Clicking Advanced Case Search will open up your search options. From here you can search by text, department, rep, case status, case tag, date opened, Keep Reading...
On this month's call we covered: Mastering Inbound Email Automation; Leveraging the Power of Departments; Inbound HTML Only Emails; Forwarding Emails into FuseDesk; and Automating Appointment Scheduling. https://www.youtube.com/watch?v=STsO3kTqRgc * This is available in HD. After you click play, click the gear icon at the bottom of the player and choose HD. Kick it up a notch Keep Reading...
When preparing for a product launch you want to plan strategically for how to prepare to handle this new product. If not adequately prepared this may lead to cancellations or refund requests. Luckily, we have several proved steps to take prior to a launch for enhanced success: Utilize a One Sheet – A one page Keep Reading...
It is likely that you received similar questions regarding the webinar each time. So, create and use email templates to address these questions via the Template Editor. If you are using Stealth Seminar or Evergreen Business System, great news! When a participant asks a question in chat this will actually spawn an email to your Keep Reading...
You can create, modify, and save email templates right in FuseDesk! So, you can manage your templates without leaving FuseDesk. Information pulls down from Infusionsoft making it a seamless and easy to use. Moreover, merge fields and automation links can also be built in! To access: Go to Preferences. Templates, then Edit Template. Name it. Keep Reading...
Best practice sharing is an important part of capitalizing on better customer care while creating efficient support staff. It is likely that 80% of support questions you receive are repeat or commonly asked questions. First, generate a list of the top 10-20 frequently asked questions. Then, create a well written template to address each question. Keep Reading...
