Pipefy’s Customer Support Process

Smiling handsome ethnicity businessman working in call center. Shot of a cheerful young man working in a call center with his team. Confident male operator is working with colleagues. Call center operators sitting in a row at desks.

Your customer support process should be a data-driven system that allows you to track key performance indicators. Traditionally, support tickets were opened when problems first began and closed when they were resolved. Today, support operations must spend time setting up customers for success. They may ask why a customer didn’t check a box or explain why they should have. For example, an escalation phase is possible if a problem arises that is technically complex or has other restrictions.

A good customer support process will help you identify upsell opportunities. By identifying the steps in the customer’s journey through the customer support funnel, businesses can introduce options and increase cart values in real time. By leveraging this information, a customer support process can be used to identify upsell opportunities for any product or service. In addition, a customer support funnel can help you avoid costly errors by improving the overall customer experience. Once customers have been introduced to additional products, they’ll feel confident to purchase them, which can make the entire process more convenient.

The objective of customer support is to resolve any customer issues. The issues that arise are generally raised by various methods, including emails, live chats, support tickets, forums, direct messages, and phone calls. The process is divided into levels, and tasks change with seniority. Level 1 issues are handled by a general support person; level 2 issues require technical expertise. Finally, level 3 issues are handled by a product or service expert. The following is a list of tips to help you structure your customer support process and make sure it meets the needs of your customers.

After establishing a customer support process, implement the various feedback mechanisms that will help you improve your services and products. These feedback mechanisms should be gathered internally and externally. Focus groups and discussions should also be organized as part of the customer support process. Customers should also be invited to focus groups and discussions to provide real-time feedback on the overall experience. These methods are a great way to get real-time feedback. This approach also ensures that your employees are meeting customer expectations.

When you have a customer support process, your team will be able to prioritize tickets based on their priority. Using Pipefy, you can even set up automated alerts to notify you if a ticket has been overdue. This way, your team can prioritize overdue demands and prevent missed calls. With an effective customer support process, your team can concentrate on solving real customer problems instead of wasting time on tasks that don’t matter.

Lastly, customer support agents must listen to the problems of customers and develop a solution strategy. They need to use a variety of channels, including live chat, email support, knowledge bases, webinars, forums, and social media. The customer support process should also include all the relevant data, including metrics, to enhance the value provided to end-users. The right data can help you improve your customer support process and maximize your ROI. These tips will help you get the best results from your customers and your team.