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Service Management - Zoho Desk Scope

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We would need a call centre management and ticketing system to manage the customer enquiry

and service requests coming in through various channels of our operation nodes or customers
directly.

1) Business Enquiries
a. Calls
b. Emails
c. Facebook (multiple pages and branch pages) – As comments
d. Facebook Messenger
e. Instagram – As comments
f. Instagram DM
g. Whatsapp
h. Websites

2) Service Enquiries
a. Direct
b. Callss
c. Distributors

3) Product Enquiries
a. Calls
b. Emails
c. Facebook (multiple pages and branch pages) – As comments
d. Facebook Messenger
e. Instagram – As comments
f. Instagram DM
g. Whatsapp
h. Websites

Ticket Raising
Need to be researched how much of this process can be automated through bots across
various channels (eg: Jio Care: +917000770007) or IVR functions across the phone.
Take the calls and messages pooled on a single interface and allocate them to the relevant
department/handlers.

Call Answering Team


The aim is to keep the call time minimum and take the basic information and pass on the details
to the relevant team/sections and be responsible for closing the ticket except for the service
call.

Business Enquiry Handling team


A ticket has to be raised for the same and this will have to be routed to the appropriate business
executive. This ticket will have to be closed by the call answering team itself based on the report
from the business team after speaking to the enquirer.

Technical Team
Call back the customers based on the ticket details and try to resolve the issue over the phone
support. If that is not possible, escalate the issue to the field technician through the Service App
giving the preliminary analysis of the problem. The technical team is responsible to coordinate
the repair ticket and close the ticket within the SLA decided.

The knowledge base has to be built by the technical team based on the solution provided.

Service Team Efficiency to be monitored by the Service Head and needs to take action based on
the SLA violations.

Product Enquiries
A ticket has to be raised for the same and this will have to be routed to the appropriate product
specialist. This ticket will have to be closed by the call answering team itself based on the report
from the specialist after speaking to the enquirer.

Weekly & Monthly automated reports

Relevant reports should be automated on a weekly and monthly basis for the higher
management to review the system efficiency.

License Cost

License cost for Zoho Desk users to be kept optimally minimum for achieving the desired results.
Zoho CRM also can be considered to be implemented, if required. Interfacing the service
invoicing with the currently active Zoho Books is also to be managed.

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