All posts in Support


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

The following is a guest contribution from Mary Shulzhenko. Mary is a digital marketer, content strategist and a copywriter. She is passionate about writing on customer service, customer experience, small business, marketing and a variety of other business topics. She provides the original content for LiveAgent, an award-winning and the most reviewed help desk software for SMBs in 2018. You can find her on LinkedIn.

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.

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What is a Customer Support Engineer? And How to Know if You Need One

customer support engineerThere are so many layers to a modern support team.

Some companies will have countless reps working hard each day to champion the customer and empower them to do what they need to do.

On top of that, you might have members of the support team who double up as part of the product design team; looking for niche use cases or areas where customers don’t find the product intuitive.

Support teams may even have specialized roles which look to help customers achieve certain business goals, rather than just guidance with the software.

In this Process Street article, we’re going to look at one of the unsung specialists of the modern age: the customer support engineer.

With the rise of SaaS products particularly, the customer support engineer has become a meeting point for customers, sales, design, and development.

A Jack or Jill of all trades!

We’re going to explore exactly what a customer support engineer is, what they do, and when or why you might need one!

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Hold Music: How to Increase Caller Retention by 98%

hold music

My doctor has the worst phone setup I’ve ever encountered.

Wait times are 30+ minutes, the phones are completely clogged after 10 am, and worst of all is the hold music.

A deafening din of distorted notes which at one point may have resembled “Clocks” by Coldplay. If it wasn’t for my own health, I would happily put the phone down and never ring them again.

However, unless you’re as vital to lives as a doctor, your callers won’t stand for the same treatment.

You need a solid game plan. The best hold music you can get your hands on. You need to entertain and hold their interest while they wait for someone to have the time to deal with their problems, or you can kiss that customer goodbye.

That’s exactly what this post will help you to do.

Read on to find out:

  • Why you need the best hold music you can get
  • Where hold music started
  • How different music affects our emotions
  • How to structure your hold system
  • Some tips to get the most out of your phone system

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How to Use Emotional Intelligence to Provide Exceptional Customer Service

The following is guest post from Sawaram Suthar. Sawaram is head of marketing at Acquire, and also a founder of Jagat Media. A digital marketing consultant, he has experience in branding, promotions and page optimization, along with research and strategy. He has an MBA from the University of Pune.

Most brands optimize rational factors that affect customer behavior such as price points and product features. But today’s audience make purchase decisions based on their emotional experience as well.

Understanding customer emotion plays a key part in building customer engagement and brand loyalty, both of which can contribute to better sales, revenue and ROI.

There are plenty of studies to back me up on that. For example, research from 1997 at a large insurance company found sales agents with high emotional intelligence sold policies with an average premium of $114,000, which was almost double the figure for agents with low emotional intelligence.

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I Analyzed 12,844 Tweets to Find How Top SaaS Companies Do Twitter Support

I’ve covered our internal support process and analyzed SaaS support and success before, but when it comes to Twitter support, there’s not much data out there.

From what I’ve learned in this study, I’d say that could be because it’s not something the company wants to do.

Is it a necessary evil, brought about by frustrated customers, or is it companies meeting customers on their level?

When you think about users interacting with companies on Twitter, you probably imagine companies trying their best to calm down users so angry they need to vent their frustrations publicly.

I got the idea for this study when I saw the sheer amount of damage control Outlook have to do on Twitter because of their product, and set out to analyze other software giants and how they do Twitter support.


Since Twitter is entirely open to the public and can’t be edited, I thought it was begging for a study on how SaaS companies support their users on Twitter. That’s for a couple of reasons. One, because no one has published data or written a post like this before. And two, because I enjoy writing studies on SaaS companies, like this and this on pricing pages, and this on landing pages.

Here’s my study into the effectiveness and uses of Twitter support at SaaS companies.

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Outsourcing Pros and Cons: How to Scale Your Company Without Hiring

outsourcing pros and cons - header

Outsourcing is nothing new. Manufacturing, support, accounting, marketing, and more have all been outsourced for decades to save time and money (although modern outsourcing only really started with IBM).

After all, why bring on an accountant full time when you can outsource your taxes once a year?

Outsourced services have doubled in value since 2000, and with benefits like saving time and money.

Weighing the outsourcing pros and cons, however, shows that it isn’t some magic pill which will make difficult work disappear.

Not only that, but everyone has a different opinion of the types of outsourcing – how the hell do we weigh the pros and cons when nobody agrees on what it even is?

outsourcing pros and cons - rabbit duck season

So, to make things easy, we here at Process Street have summed up the advantages and disadvantages of outsourcing vs insourcing, and (if the former) tips on some different kinds of outsourcing you can use.

It’s time to outsource the work you don’t need to do and focus on getting done what really matters.

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How to Quickly Train a New Remote Support Team

train-support-team

So you’ve decided to hire remote? Good idea.

Working with a remote team can vastly increase your talent pool, save significant amounts on office overheads (on average $11,000 per company), and allow your staff to work in ways which suit them.

Your remote staff are 13% more productive. And, according to Chris Byers, CEO of Formstack, they’re twice as likely to work beyond 40 hours a week. You’re getting more hours, and more out of each hour.

…But don’t get too excited. Managing, training, and onboarding a remote team comes with its own challenges and difficulties. If you fail to train, you train to fail.

Here are 4 crucial points to remember when training a remote support team:

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SaaS Customer Support: The 4 Moments of Truth

This is a guest post from Rhiza Oyos, the inbound marketing manager at Spiralytics.

SaaS Customer Support

Customers relationships are the lifeblood of every SaaS business. However, regardless of their years of operation, there are moments when these relationships can — for better or worse — dramatically change

A customer’s experience is everything. It helps SaaS companies attract customers, retain them, and generate referrals

So, businesses who understand the importance of customer experience end up winning the race and beating the competition. In particular, winning companies are those that understand the human factors and emotions at play in experience, design, and production.

Harley Manning in a 2012 article for Fast Company writes:

“In other words, if you want that next sale, if you want good word of mouth, and if you want to keep your customers, it’s unlikely that anything else you do matters more than delivering a superior experience”

Experience is all about moments.

In designing an exemplary customer experience, businesses should know about the four moments of truth that can help them get ahead.

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Should You Move from Email Support to Help Desk Software?

Email to Helpdesk

You know the importance of having great customer support. As a young company, you take pride in this—it’s what separates you from industry giants. You’re able to give your customers the individualized attention in a fast turnaround time. You’re even able to have relationships with your customers, learning from them and customizing your product to meet their needs.

But at a certain point, your team has done too good a job. Customer satisfaction grows sky-high, your customer base begins to grow, as well as your product itself, offering more features and applications. This means tickets become innumerable and much more complicated. And that’s when plain email support just doesn’t cut it anymore.

Here’s everything you need to know to help you decide whether a switch is in order.

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