Tagged - customer service

Project Handover Template

This template helps you outline a document for collaboration with the service desk to provide information on the product for better transitioning service support.

Right-Size the Service Desk for Small Enterprise

Small enterprises have many of the same issues as large ones, but with far fewer resources. Focus on the most important aspects to improve customer service.
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Incident Management and Service Desk SOP for Small Enterprise

Use this template as the base to build out your standard operating procedures, to quickly inform new team members or contractors of your support approach.

Service Desk Improvement Initiative

Use this template as a starting point for building out an improvement plan in presentation format.

IT Service Desk Maturity Assessment for Small Enterprise

Use this maturity assessment to set a baseline and identify areas of focus based on level of current and target maturity.

Service Desk Asset-Based Categories Template

Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.

Incident Management and Service Desk Workflows

The Workflow Library provides examples of typical workflows that make up the bulk of the incident management and request fulfillment processes at the service desk.

Customer Relationship Management Platform Selection Guide — Phases 1-3

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.

Customer Relationship Management Platform Selection Guide

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.
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Social Media

The Social Media workshop provides clear, measurable improvements to your social media strategy,
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