You know how sometimes you run into someone at the grocery store and they just start talking to you like they know you, but you can’t remember who they are? This happens in customer service as well. You get a ton of questions every day from many different customers. Who can blame you if you don’t remember every customer? But wouldn’t you rather have a way to recognize those customers and to see if you’ve interacted before? With the new HappyFox help desk software integration with Batchbook, you can do just that!
HappyFox is help desk software that helps your business manage and answer incoming customer service questions. It has a bunch of nifty features, including the ability to integrate email, phone, and live chat into one help desk, and the ability to tag and organize questions for easier assignments and more personal answers.
See Your CRM Data in HappyFox
By integrating with Batchbook, HappyFox users can now see pertinent contact details from their social CRM right next to the questions a customer sends in. This info will give you great context as you answer questions. If you think about it, every customer interaction is part of a bigger relationship. By unlocking all that previous contact data, you can provide richer and more helpful answers.
Now, without leaving your help desk software, you can get insight into your contact, including social details and more, all drawn in from your up-to-date Batchbook account.
Record Customer Queries in Batchbook
The questions that come in from customers to your help desk are an important part of their communication history. So why leave them locked up in there, where only the customer service team can access them? With HappyFox’s integration with Batchbook, you can save all of your help desk communications right to Batchbook, where they will become part of the rich conversation history you have with your contacts.
The help desk queries will be saved as Batchbook communications. So, not only will you have access to them in your CRM, but you will also be able to use them to refine your search when looking for information, such as contacts who you have or haven’t communicated with in a certain time period.