Create Service & Support Cases using Web Forms
With a web help desk you can create web-to-case forms that automatically open a new service ticket for effective case management. New cases can be triggered when a customer completes your online support form. The new case can be assigned to your support team and, furthermore, the details will be captured to your CRM.
You can set up auto-responses to let your customer know you have received their request and issue them with a case or “ticket” number. Consequently, all further communication quoting this reference will be automatically recorded against this case and the customer account within the CRM.
Similarly, if you are also using our Marketing module, you can set up online forms for your customers to complete with any service requests. In this instant you might create a service ticket that is allocated to your support team to follow up. As a result, you’ll be able to follow up more quickly, so keeping your customers happy.