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QuickBooks & Active Directory Integration Now Available – Cayzu Help Desk

The Cayzu Help Desk team is excited to announce our latest feature update!

The release includes:

  • Integration into Active Directory
  • Integration into QuickBooks Online
  • Ability to export custom fields for tickets
  • Performance improvement
  • & Misc bug fixes

 

Integration into Active Directory: Looking to tie your help desk into existing employee user logins?  Well now you can with Cayzu’s Windows Active Directory login integration.  Users will never need to remember two passwords again!  To get set up, see this FAQ.

Integration into QuickBooks Online: Need to automatically sync your billing data from your ticketing software to QuickBooks online? Cayzu now allows you to do so!

QuickBooks -Cayzu Help Desk

 

Ability to export custom fields for tickets:  Cayzu has now released the ability to export custom fields as part of our ticket export.

export custom field

Performance improvements: Through a major hardware upgrade (we added a whole bunch of servers) as well as code updates the entire Cayzu system is now running much quicker and more efficiently!

 

Get started today! Cayzu Help Desk is easy to get started with.  Just sign up for our no obligation, no credit card trial at: www.cayzu.com/sign-up .

Need more information? Not a problem.  Join an upcoming webinar or schedule a live demo today!

We look forward to your feedback as you use Cayzu Help Desk!

Cayzu Helpdesk – Make your customers happy!

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How to Keep Your Customers Right Where They Are

Businesses can have the best products or services in their respective industries, but they likely aren’t going to be very successful if they’re unable to prevent customers from falling into the arms of their competition. While Cayzu’s cloud help desk is designed to allow you to take care of and keep your customers, there are several additional things you can do to keep your churn rate down and your customer satisfaction rate high.

Get the Entire Picture

We’re focused on customer service, be we also realise there are several departments that make up your organisation. Keep customers happy by keeping the lines of communication open and clear between your customer service, marketing, engineering, sales and any other departments your business has. Share information across departments to find ways to take the absolute best care of your customers.

Related: The Keys to Effective Customer Self-Service

Find the Root of the Problem

No matter how hard you try, there are simply some customers you aren’t going to be able to satisfy. For those times where you try your best and are still unable to provide customers with what they want, find out where it was that you misstepped. Is there a problem with your wares or services? Is your helpdesk not performing as well as you’d hoped? Did the customer feel neglected? No matter what the issue is, see if there’s a way to rectify it, and ask the customer to give you another chance.

Related: 6 Ways to Boost the Customer Service Capabilities of Your Small to Medium Business 

Make It Personal

Everyone likes it when you treat them as an individual, but it’s especially true when it comes to your customers. Any information you gather about customers should be utilised to make their shopping experience more personal. Rather than send out a blast email regarding an upcoming sale or new product, target customers who have shown an interest in the product or sale and send it specifically to them. After all, you wouldn’t let a customer know you have a new type of coffeemaker if he or she only drinks tea.

With the right information, it’s not as hard as you might think to reduce your overall customer churn and retain happy customers!.

Cayzu Helpdesk – Make your customers happy!

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Service Champions! Why You Shouldn’t be Celebrating Customer Service Week, This Week

Are you puzzled yet? Why would Ben Puzzuoli @ Cayzu Help Desk, who is all about customer happiness, be telling me to NOT celebrate customer service week this week? Because you should be celebrating customer service all year round!!!!

We here at Cayzu Help Desk are honoured to be celebrating and participating in Customer Service Week as it’s what our company is built on! Providing exceptional customer service/support is part of our foundation and is at the core of our DNA. So celebrate away everyone!

So, what and how did Customer Service week come about?

Customer Service Week is an international celebration of the importance of customer service and of the people who serve and support customers on a daily basis.

In 1992 the U.S. Congress proclaimed Customer Service Week a nationally recognised event, celebrated annually during the first full week in October (this year it falls on Oct 3rd to the 7th).

Related: Why Customer Service Should Replace Your Marketing  

So, what is the theme of this year’s Customer Service Week?

Well this week’s theme is “Service Champions”. So what defines a Service Champion?:

You will need to:

Lead by example
Achieve success, and
Exceed Expectations

Customer Service Week Logo

Customer Service Week Logo

So, one last question….

If you surveyed your customers, would they consider your customer service team a bunch of Service Champions?  If the answer is no, let Cayzu’s internal service champions help you because remember, Cayzu’s help desk solution is at the core of you providing AMAZING customer service to your customers and employees!

Cayzu Helpdesk – Make your customers happy!

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Acing Idea Execution as a Small Business

Conjuring up ideas that never come to fruition and spinning those ideas into tangible products and services are what separates successful businesses from those that struggle to get off of the ground. Cayzu helps small businesses meet their helpdesk needs, but our cloud-based products aren’t quite as useful if a business has trouble following through on ideas. Learn how to efficiently execute those great ideas you’ve got rolling around in that beautiful mind of yours.

Give Your Employees Free Rein

Rather than boxing your employees into parameters, give them the freedom they need and desire to thrive. While your team is taking care of business, make sure they’re actually performing as a cohesive team, and that they’re rewarded for their successes. This all goes a long way in boosting employee satisfaction and loyalty.

Related: 6 Ways to Boost the Customer Service Capabilities of Your Small to Medium Business 

Lead the Shot

Rather than waiting on problems to arise before you make improvements to your business model, take the proactive approach and make adjustments based on your results. Our cloud help desk is designed to allow you to do just that and much more. Be sure to use metrics and other useful data to find new opportunities for improvement.

Keep Your Eyes on the Prize…and on Everything Else

It’s never been easier to keep track of the business results we touched on in the above tip. After all, you can’t build on results that you don’t fully understand or can’t even see. In addition to focusing on your end goal, focus on the milestones that bring you closer to that goal and any indication that you may want to consider adjusting your end goal.

Related: The Trickle-Down Effect of Customer Service 

Establish a Rapport

Proper and efficient communication is also fundamental to proper idea execution, no matter the size of your business. The key to communication is making sure everyone is on the same page and that everyone, team members and customers alike, knows their voice will be heard.

Even the brightest of idea light bulbs will burn out if not supplied with a constant stream of power. Use these tips to keep the lights on and ideas flowing from conception to execution.

Cayzu Helpdesk – Make your customers happy!

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The Keys to Effective Customer Self-Service

Cayzu is all about helping companies help themselves with a full featured, cloud based helpdesk solution, and you might share this sentiment when it comes to customer self-service. But before you dive headfirst into the self-service sea, there are a few ideas to strap on that are sure to keep you and your business afloat.

Self-Service Is an Extension, Not a Substitute
Your customer self-service model should act as an extra soldier in your business army, not a lone wolf agent. The way your new customer service function works should be in line with your current business philosophy and business goals. Customers should be able to use the function and immediately associate it with your brand.

Make it Simple

What’s the use of having self-service if it feels more like self-torture? Use the feature yourself to see how intuitive and helpful it truly is in order that you know the experience your customers will have.

Related: Enable Customer Self-Service So You Have More Time to Play Pokemon Go

Focus on Overall Security

There’s a chance customers will be entering sensitive personal and financial information while using self-service. Make sure their info is secure and safely stored. (Cayzu has the strongest encryption, check it out! )

Offer Round-the-Clock Self-Service

One of the great things about self-service is that it can be used when one-on-one customer service either isn’t available, or isn’t preferred. This 24/7 access should also include times when your internal systems are down.

Related: The Number One Help Desk Customer Service Improvement

Make it Multi-Channel

To better integrate customer self-service with the rest of your helpdesk capabilities, make sure it links with all of your other methods of customer communication, including email, social media and even fax. This goes a long way in saving time and resources, and it offers a more streamlined experience, which you, your customers and your customer service representatives are sure to enjoy. Should you discover any redundancies in your multi-channel strategy, resolve them as quickly as possible.

Self-service makes for a great addition to your customer service capabilities. Be sure to keep these tips in mind to get the most out of the application.

Cayzu Helpdesk – Make your customers happy!

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3 Effective Ways to Combat the Decline in Social Media Customer Service

Cayzu wants you to not only have an effective helpdesk to provide your customers with exemplary service, we also want to keep you up-to-date on the latest news in the customer service industry. In recent years, social media-based customer service has quickly increased in popularity, but that trend seems to have changed as more and more customers have started to step away from getting assistance through social media platforms. Learn what you can do to keep your social media customer service game strong and your customers satisfied.

Gather Customer Data

Just as customers hate calling and having to repeat information over and over to several different customer service agents, the same applies to social media customer service. Ease this frustration (and the possibility of losing a customer) by collecting customer data and making sure it follows the individual as he or she speaks with different representatives on the phone, online and any other mediums you use to deliver customer service. Our cloud help desk makes it easy for you to collect and review this information for maximum efficiency and customer satisfaction.

Related: Useful Ways Small Business Owners Can Use Social Media to Create Leads 

Speed Up Results

Bear in mind that this tip doesn’t mean you have to spend as little time as possible with callers and those who reach out to you online. What it does mean is your online helpdesk and phone system should be optimized for rapid transfers and queues in order that you can start helping your customers faster. We also recommend that you adequately staff your customer service department and that you regularly review performance for areas of improvement.

Related: Why Social Customer Service is Crucial for Brand Development 

Representative Education

Your customer service representatives should be fully educated on the products and/or services you offer in order that they know how to best help customers. What’s more is they should also be well-informed of the most effective customer service tactics.  Remember, knowledge is power!

Even if social media customer care is declining, that doesn’t necessarily mean it will affect you. Beat the odds by staying ahead of them and support your customers where they live, not where you want them to live.

Cayzu Helpdesk – Make your customers happy!

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How to Manage Your Knowledge to Grow your Power

Knowledge is indeed power, especially when it comes to beating your competitors. Cayzu creates customer support software to help you harness that knowledge, but there’s even more you can do to take great care of your customers and build your business at the same time. Learn why it’s so essential to properly harness and manage the wealth of information at your disposal.

Streamline the Resolution Process

Gathering and managing knowledge allows your customer service team to better respond to customer support problems. Whenever a representative successfully takes care of a customer issue, it’s better to have that solution shared with all of your representatives rather than have the information remain with one person. This way, the rest of your representatives don’t have to go through a trial-and-error period when faced with the same issue, which can cost you business.

Tip: A customer facing public knowledge base is critical to your business but don’t forget an internal, private knowledge base for your team! – Cayzu can help with both! 

Get it Right the First Time

Gathering consumer information such as name, address, contact information and the like into a central database prevents customers from having to repeat the information whenever they reach out to your help desk. Imagine being lobbed back and forth between representatives and having to give your phone number and other contact detail each and every single time. This takes up time, and can make your customers quite frustrated and irritated.

Tip: Cayzu consolidates all your contact/company information into easy to use contact cards that are accessible directly when working in a support request.  

Let Customers Help Themselves

Sometimes customers have simple or common questions with answers they can’t find on your company website. To save them the time and effort of asking a representative, and to save your representatives the time of answering common questions over and over, manage knowledge into a FAQ section or a self-service function that saves everyone time and resources. You can also use knowledge in a way that allows you to be proactive about questions and issues customers might have in the future.

Tip: Don’t forget about Cayzu’s Quick Responses! These canned questions and answers will speed up the cycle time between you and your customers! 

If ideas are the foundation of a successful business, then proper knowledge management works to support and strengthen that foundation. Fortify the bones of your business with a steady diet of calcium sourced from a solid and shared well of information.

Related: Small Businesses Can Combat the Amazons of the World

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The Trickle-Down Effect of Customer Service

The most powerful of empires require equally powerful rulers who are able to inspire and lead. While you may not seek to have a business empire, you can still model your company after this philosophy. It’s the leaders who truly make or break a company. Cayzu help desk wants to show you just how much influence management and senior leadership have over the customer service experience.

From the Root to the Fruit

Employees typically model their customer service behaviour and business approach after the founders. What this means is if the CEO doesn’t care much about customer experience, then the employees aren’t likely to either. Customer service reps are a bit like ducklings in that they imprint on the first thing they see when they’re born (or join a company) and learn from that subject. If managers and other company leaders put their focus and resources on areas other than customer service, employees are likely to do the same.

Related: 6 Steps to Help You Recover From a Customer Service Mishap  

CEOs of the world’s most successful and well-known companies were able to reach such great heights partially due to how much they’ve focused on constantly improving the capabilities of their helpdesk. These individuals realize that it’s the customers who have brought them their success and do everything they can to maintain their relationships.

Bad Publicity

Besides angering customers who are likely to take their business elsewhere, leaders who place a minimum of importance on customers are likely to find their names being tarnished on social media. Unsatisfied customers won’t hesitate to share a bad experience with family and friends online, and those individuals are likely to avoid that company in the future. Once bad reviews hit social media feeds, they may even draw the attention of the media, which can hurt a brand even more.

Related: Why Investing In “Experience” Within the Customer Service Experience is Important

While leaders are often positioned at the top, they actually act as the bedrock on top of which everything else is built. Without a solid customer service plan from leadership, a business is likely to collapse in on itself.

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6 Ways to Boost the Customer Service Capabilities of Your Small to Medium Business

As the owner of a small- to medium-sized business, it’s essential that you use every tool at your disposal to take proper care of your customers. While Cayzu is here to help you achieve that goal through dependable and innovate helpdesk technology, we also want to offer you six additional tips for further improving your customer service capabilities.

1. Quick and Timely Responses

Today’s customers expect quick replies from their friends when they text or email them, and ever faster replies from the companies they contact. It’s a good idea to have a customer service representative who deals exclusively with email correspondence, and you may even need someone outside of regular office hours.  (A customer self service portal will also help!)

2. Answer the Phone

An obvious suggestion, true, but nonetheless worth mentioning. Phones should be manned during your office hours, and calls should be answered within two rings. Have a small team? Set up an answering service.  (Have a smaller team? Instead offer online, live chat .  Tawk is free and integrates into Cayzu Help Desk)

3. Own Up to Your Mistakes

Whenever a mistake is made that you know is your fault, simply admit it. Not only do customers appreciate honesty, you save time from playing the blame game.

Related: Is Your Hiring Personality Small Business Friendly? 

4. Hear

Don’t just listen to what your customers are saying, hear what they’re saying. Let customers finish speaking or typing through your web site, and make sure you thoroughly understand the problem before developing a solution.

5. Manage Expectations

Rather than informing customers that a product will arrive in three days like it normally does, change it to five days. This gives you some cushioning in case something goes awry, and customers will be pleased with the early delivery if everything proceeds apace.

Related: Benefits a Help Desk Can Offer Small Businesses 

6. Be Proactive With Problems

By keeping a close eye on your supply chain, you can head problems off at the pass before they have a chance to reach the customer. When issues are inevitable, inform the customer and start developing a solution immediately.

These are just a few things you can do to make it a delight for your customers to do business with your business. While you might have the capabilities of a small to medium business, you can have the customer service resources of a larger company.

Cayzu Helpdesk – Make your customers happy!

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Enable Customer Self-Service So You Have More Time to Play Pokemon Go

As the market becomes more and more crowded with competing goods, consumer expectations for customer self-service are reaching new astronomical levels that no one could have ever expected. What’s worse, is that as the internet has enabled a truly global economy for even small businesses, consumers are demanding, reliable and comprehensive self-service that is available anytime and anywhere. And why wouldn’t they petition for this requirement? Especially when they have better things to do, like play Pokemon Go!

Here are 5 things you should consider when putting together a customer self-service plan:

Self-Service Is an Extension, Not a Substitute

Just like your customer support initiatives, your customer self-service model should act as an extra soldier in your business army, not a lone wolf agent. The way your new customer service function works should be in line with your current business philosophy and business goals. Customers should be able to use the function and immediately associate it with your brand. It’s all about the branding!

This is also true for the Pokemon named Mimikkyu. Mimikkyu whose true appearance is still unknown, wears a veil that resembles a Pikachu. No one knows exactly why Mimikkyu does this but he’s got the branding down pat as Pikachu is the most famous Pokemon of all!

Make it Simple

What’s the use of having customer self-service if it feels more like self-torture? (Kind of like having to train Wobbuffet, a difficult and at times temperamental Pokemon). Promote the use of your own self-service portal to your team and to yourself to ultimately gauge how intuitive, helpful and if it’s overall effective towards your overall customer experience goal.

Focus on Overall Security

There’s a chance customers will be entering sensitive personal and financial information while using your customer self-service portal. Make sure their info is secure and safely stored using the toughest SSL encryption.

If your Help Desk solution doesn’t include SSL’s for custom domains, I’d suggest protecting it with Pikachu, a short, chubby & electrifying Pokemon.

Offer Round-the-Clock Self-Service

One of the great things about self-service is that it can be used when one-on-one customer service either isn’t available, or isn’t preferred. This 24/7 access should also include times when your internal systems are down. @Pokemon, this is a tip for you as your game servers keep crashing under the immense load driven by your millions of fans (great problem to have).

Make it Multi-Channel /Multi-Platform

Just like Pokemon Go was released to both IOS & Android simultaneously, your customer self –service should be multi-channel and multi-platform ready! To better integrate customer self-service with the rest of your helpdesk capabilities, make sure it links with all of your other methods of customer communication, including email, social media and even different devices (PC, MAC, Mobile etc..). This goes a long way in saving time and resources, and it offers a more streamlined experience, which you, your customers and your customer service representatives are sure to enjoy. Should you discover any redundancies in your multi-channel strategy, resolve them as quickly as possible.

Self-service makes for a great addition to your customer service capabilities. Be sure to keep these tips in mind to get the most out of your customer self-service strategy and remember, if you’re looking for a self-service enabled help desk solution, check out Cayzu!

Cayzu Helpdesk – Make your customers happy!

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