All posts in Support

Call Center Software: The Secret Behind Call Center Success

Contact center operations leader presenting a professional call center headset

Call center software gives support and sales teams one system for handling calls, routing customers, accessing context, monitoring quality, and improving performance. Modern platforms also use AI for agent assistance, summaries, quality review, and workforce planning, while keeping people in control of high-stakes conversations.

The result is not just faster call handling. It is a more consistent operating system for every customer interaction, from the first ring to follow-up, coaching, escalation, and audit-ready records.

Continue Reading

How to Update Billing Information in Process Street

Update Billing Information in Process Street hero image

Keeping your billing information current in Process Street ensures uninterrupted access to your workflows, documents, and compliance tools. Whether your credit card has expired, you lost your card, or you need to switch to a different payment method, updating your details takes just a few clicks.

This guide walks you through updating your payment method, billing address, and billing email in Process Street. Only organization administrators can access the billing page, so make sure you have admin permissions before getting started.

Continue Reading

How to Achieve Achieve Success With Customer Feedback System

customer feedback system

Customer feedback system is what every business needs to succeed.

Why? Let me explain.

There will always be people in this world that want something from you. Whether you are a business, an individual, or a group, people are needy.

Most company inboxes have a significant number of feature requests. Some of them make a lot of sense and some of them are probably pretty out there.

But whether customers are asking for something that you already have on your roadmap, or something that isn’t even tangentially related to your product, you still owe it to your customers to respond.

In this article, we’ll cover:

So, let’s get started!
Continue Reading

Why You Need Customer Service Processes, and How to Get Started Now

Would you agree to fly on a plane knowing that the crew was simply ‘told’ what to do but didn’t use clear guidelines and instructions?

Probably not.

Sadly, that is how many organizations operate today – without realizing that it may result in a wide range of negative consequences, from employee inefficiency to lost customers and profits.

Telling employees what to do is not nearly as effective as having a set of written step-by-step instructions they can follow, explaining how exactly routine operations should be performed. That’s where standard operating procedures, or SOPs, come in.

Continue Reading

Upgrade the Customer Journey with User Experience Maps and Reduce Churn

Upgrade the Customer Journey with User Experience Maps and Reduce Churn-03

This is a guest post by Ray Slater Berry, a freelance writer for Chameleon with over nine years of content marketing and social media experience. He specializes in product tech, travel, SaaS and working one time as a CMO at Study Clerk. Ray is also a published fiction writer, with his first novel titled Golden Boy.

“Every dollar invested in ease of use returns $10 to $100.” – IBM, The ROI of UX

The above statement was made by the global business powerhouse, IBM. The company explains that it’s far more economical to consider user needs early in the design process than to try and solve them later. Based on the returns given in the above quote, we can calculate an ROI of 9,900%.

And considering the user needs early is exactly what a user experience (UX) map does, meaning creating an effective UX map has the potential to bridge the gap between business success and failure.

By understanding your user’s needs in the early stages of a design process, you’re more likely to consistently meet those needs, meaning a happy customer and reduced churn.

This is why we at Process Street have produced this article, your practical guide to user experience mapping.

Welcome and gather around the user experience campfire. Grab a marshmallow on a stick, a cup of something hot, and relax. Today you’ll learn the ins of outs of user experience maps and how you can create one in the leanest way possible.

Click on the relevant subheader below to jump to your section of choice. Alternatively, scroll down to read all we have to say regarding user experience mapping.

Once upon a time, in a land not so far from here…
Continue Reading

Make Magic & Embody Cross-Departmental Collaboration

Cross-Departmental CollaborationThis is a guest post written by Kashyap Trivedi. Kashyap is a Project Manager, working with an awesome team at Launch Space. He helps SaaS companies conquer the SERPs with Expert Outreach. When he is not working, you’ll find him playing Table Tennis or Meditating.

The Sales, Marketing, and Support teams form the three significant points of a business’ interactions with customers. Because of this, they must work together to create a seamless transition for the customers that are moving from one stage of the buying process to another.

When all three teams work together in sync, they can easily help each other to reach organizational goals quickly. This article will show you how these three teams can work together and how your business can benefit from it. To jump to a specific section of the post click the appropriate link below.

Let’s start with Sales.
Continue Reading

Customer Experience Measurement: How to Gain CX Insight & Reach the Aha!

Customer experience analyst organizing customer feedback signals for measurement

Customer experience measurement is the practice of combining direct customer feedback, journey context, operational performance, and business outcomes to understand what customers experience and decide what to improve next.

This is a guest post by Alyse Falk. Follow Alyse on X. Alyse is a freelance writer covering technology, data analytics, cloud computing, cybersecurity, machine learning, and IoT.

Continue Reading

How to Build a Unified Marketing and Customer Service Strategy

customer service strategyThis is a guest article by Alexa Lemzy – customer support manager and blog author at TextMagic, a bulk SMS solution for business. She helps businesses take advantage of mobile and spends hours reading tons of content about customer retention and business workflows.

Modern consumers are used to having the option to contact businesses on social media and other public forums as well as traditional contact methods. What’s more, customers are sharing their opinions and interactions across the internet and social media more than ever. Today, customer service is a major part of your brand image.

This has blurred the lines between marketing and customer service. Consumers want your business to be consistent from marketing and sales to customer support.

Great customer service is also an effective form of marketing, keeping existing users loyal and attracting new leads.

Strengthening the relationship between marketing and customer service can have a big impact on customer satisfaction. By creating processes for collaboration and feedback, you can increase retention while attracting new clients.

In this article for Process Street, we’re going to look at a series of factors which you have to get right to provide a unified marketing and customer service strategy:

Continue Reading

Call Center Outsourcing: How To Boost Support Quality and Availability

Contact center operations leader routing support calls through a multi-line switchboard

Guest post by Derek Gallimore, founder of Outsource Accelerator.

Call center outsourcing gives another company responsibility for some or all of your customer calls, messages, sales outreach, and service workflows. It can extend coverage and add specialist capacity quickly. It can also damage trust just as quickly when the scope, training, or quality controls are weak.

Continue Reading

How to Unlock the Secret to Customer Success: Automation

customer success automationThis is a guest post from Shawn Mike. Shawn has been working with writing challenging clients for over five years. His educational background in the technical field and business studies has given him the edge to write on many topics. He occasionally writes blog articles for Dynamologic Solutions.

According to statistics, it is claimed that US organizations suffer a loss of $62 billion a year thanks to unsatisfactory customer service.

Customer service represents your secondary acquisition test, beyond actually getting that customer on board in the first place.

It’s very much a short-term game of conflict resolution, and your business depends mainly on how you deal with customer feedback and requests.

For maximum lifetime value, you need to consider how to synergize customer service with customer success.

It must be kept in mind that customers are the heart of every business and should be at the top of your priority list.

Satisfied customers help increase sales and build brand identity and reports claim that 77% of customers are estimated to recommend a brand or business to a friend depending on how good their experience with your product is.

Which is why focusing on keeping your customer base satisfied with great service and excellent products can go a long way in improving your sales.

Nowadays, consumers expect more than just a great product. They need you to guide them through the perfect experience. A better customer experience equals a greater lifetime value expectancy.

This article is all about figuring out the best way to analyze and improve customer experience by automating a lot of the manual work that can get in the way.

We’ll focus on:

Read on to learn more about how to optimize your customer success strategy. There’s even a free Ebook for you at the end of it!
Continue Reading

Take control of your workflows today