All posts in Support


Self-Service Vs. Customer Support: Which is the Best Customer Engagement Strategy?

customer engagement strategy

This is a guest post from Brayn Wills, knowledge management manager at ProProfs. He is responsible for creating unique and relevant content on knowledge base tools and keeping track of the latest developments in the realm of knowledge management. In his free time, he is either reading a new book or exploring offbeat destinations.

When customers deal with businesses, they expect a great experience. This means that some kind of customer support needs to be available to them, around the clock.

Of course, providing quality customer support with real human agents managing helpdesks 24/7 is an expensive proposition.

On the other hand, companies need to make it easy for customers to access information to solve common queries – this is a vital factor in the journey towards consistent, high-quality customer satisfaction.

Many organizations are now implementing customer self-service via traditional and online platforms to ensure that neither the business nor the customer suffers.

This helps them to deliver a double whammy of maintaining their overheads while improving their efficiency in customer service, both of which result in improved customer experience.

With the adoption of digital services, self-service is gradually minimizing the burden on live agents too. It is also allowing businesses to successfully meet customer expectations with regards to servicing queries in a more timely and regulated fashion.

However, going overboard with the automation of customer support self-service can be a risky move for businesses. While it may help in curbing expenses, it may take an adverse toll on customer satisfaction and the overall reputation of the business. Therefore, the key is to hit the right balance between man and machine.

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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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What is Customer Support? How to Improve Your Support Team (17 Free Processes)

Customer Support

A buggy Netflix account. A defective iPhone. Faulty B2B software.

There’s nothing more frustrating than when products and services encounter issues, or when they simply don’t work at all.

Consumers expect the products and services they buy to perform properly. After all, they’ve handed over their hard-earned money to the vendor in exchange for goods.

Who do consumers turn to for assistance? Customer support.

However, a customer-facing employee can only carry out excellent service if they’re onboarded correctly, fully trained, taught how to interact with customers, and given regular feedback on their performance.

If consumers aren’t impressed with their experience, they can churn immediately and leave negative reviews in their wake. Should the churn rate increase and harmful reviews accumulate, it could be the death knell of an entire business.

At Process Street, we know about – and strongly believe in – effective customer support. In fact, we operate a policy where each new employee must undergo a period of customer support experience, which amounts to a few weeks in total.

That’s why we created these 17 free templates for other teams.

The process templates featured in this free template pack will help strengthen any customer-facing team’s ability to perform successfully. From new employee training checklists to performance reviews, churn reduction checklists to a guide on responding to negative reviews, we’ve got your workflows covered.

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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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