Fifth Insight - Maximize the role of Departments

Fifth Insight - Maximize the role of Departments

The Wheels of Ticketing - Desk Stories

Maximize the role of Departments


What are Departments?

Departments represent the various business divisions within your organization, each serving distinct functions that align with your products, geographical locations, or specialized teams. With Zoho Desk, you have the power to create and manage departments tailored to your customer support needs, enabling you to provide dedicated assistance for each division.

Every department can have its own set of agents, customizable mailboxes, live chat support, community forums, web forms, and social media channels. This ensures that each division can operate independently and effectively, addressing its customers' unique queries and concerns.

You can also implement specific automation processes, service agreements, and business hours tailored to each department. This level of customization allows you to design a support workflow that aligns perfectly with each division's goals and dynamics, enhancing overall efficiency and customer satisfaction. 

By managing departments independently, you can streamline your support process and maintain efficiency for all aspects of customer support across your organization.

Role of Departments in Zoho Desk

Zoho Desk departments play a crucial role in enhancing customer support by effectively organizing support tickets. By grouping specialized agents into dedicated teams, each department can focus on specific types of queries. This targeted approach improves the accuracy and quality of ticket handling and significantly reduces response times. By ensuring that each customer receives expert assistance tailored to their needs, this structured method provides a smoother overall customer service experience and fosters greater satisfaction and loyalty.
IdeaInfo
Users can seamlessly transfer agents and email traffic to another active department. If a department is disabled, agents and emails can be reassigned to ensure that any messages sent to the transferred addresses continue generating tickets within the new department. The service captures emails directed to support addresses, routes them to Zoho Desk, and converts them into actionable tickets. While the service does not create tickets directly, it guarantees customer emails are readily available for ticket generation.

How do departments work?

  • Categorization—Tickets are classified based on the issue's nature, product line, or service area. 
  • Routing—The system routes tickets to the relevant department, ensuring that inquiries are handled by experts in that particular domain. 
  • Workload Management—Departments help manage the support workload efficiently, improving response times and overall customer service. 
  • Collaboration—Departments facilitate team collaboration by providing a structured environment for handling and resolving issues. 
  • Tracking—Departments allow stakeholders to track the status and progress of tickets throughout their lifecycle,

A story for better understanding

Optimizing the Support Workflow with Departments

In a company called Help Always, departments often found themselves working in silos. The customer support, product development, and product management teams all had separate priorities, leading to occasional miscommunication and delays in addressing customer needs. Each department was focused on its metrics, often overlooking the broader picture of customer satisfaction.

Recognising the need for better alignment, the leadership team implemented a new strategy called "Departmental Synergy." This initiative aimed to break down walls and create a more cohesive work environment where departments could collaborate efficiently and prioritise the customer experience.

The first step was to establish weekly cross-departmental meetings. Representatives from each department came together to discuss ongoing projects, share insights, and identify challenges they were facing. During one such meeting, Pheobe from customer support highlighted a recurring issue where customers were confused about product features, leading to a spike in support tickets. Mark from product management realized that the confusion stemmed from a recent update that hadn't been communicated to users.

Inspired by this divulgence, the team created a unified communication plan. They launched a “Clarity for All” project where the marketing team would develop clearer messaging for new product features. In contrast, tech support and product management collaborated to create comprehensive FAQS and help articles. The departments worked together, turning the helping hand of ASAP’s help widget into a powerful tool that provided real-time guidance to customers on the latest updates.

As they implemented these changes, they noticed a shift in customer interactions. Support tickets began to decrease, and customer feedback improved significantly. Customers expressed appreciation for the clarity in communication and the easy access to information through the help widget. They felt supported and valued, which boosted customer loyalty and created a win-win resolution.

The success of the "Clarity for All" initiative sparked a transformative shift in how departments approached customer experience. As a result, key metrics, such as customer satisfaction scores, ticket resolution times, and user retention, became collective goals embraced by all supporting departments. This new focus encouraged each team to work together, collaborating across functions, to ensure that every customer interaction contributed positively to overall service.

The result was a more cohesive approach to customer support, where departments actively collaborated, used shared metrics to drive performance, and ultimately created a better customer experience.

In this environment of continuous improvement and shared goals, teams found an increased sense of purpose and motivation, knowing that their collective efforts made a tangible difference in customer experience and business outcomes.

As the months went by, Help Always work culture transformed. Silos crumbled, and a unified approach took its place. Pheobe's overall strategy was much appreciated. The departments developed a shared language focused on customer needs, and this synergy extended beyond just internal communication—it resonated with clients who felt they were now at the heart of the Help Always operations.

Ultimately, improving the journey towards departmental synergy exemplifies that excellent customer service isn’t just a single department's responsibility but a collaborative effort that elevates everyone involved.

Benefits of Departments

More knowledgeable answers and happier customers

Support significantly improves when tickets are directed to the appropriate agent within the right department. Skilled agents who deliver exceptional service can elevate customers' support experience and overall satisfaction. This, in turn, can result in increased sales, greater customer loyalty, and positive recommendations.

Rapid response times

When a help desk ticket reaches the appropriate agent in the respective department, they can respond without delay. Rather than searching for answers or checking with colleagues, they will immediately know how to address the issue, enhancing both resolution and response times. This ultimately leads to greater customer satisfaction.

Clear responsibilities and more direct workflows

Organizations that establish clear responsibilities within departments streamline ticket management and enhance agent workflows and efficiency. When tickets are assigned to specific departments, this targeted approach eliminates the need for agents to rummage through a cluttered inbox in search of tickets they can assist with.

Additionally, leveraging a knowledge base creator empowers businesses to organize and present valuable information systematically. This resource makes helpful content readily accessible, benefiting customers seeking solutions and support agents who require quick reference materials. Companies can foster a more effective support environment by prioritizing responsiveness and clarity.
Idea
Multiple layouts and multiple departments can complement each other in a support system by enhancing communication, organization, and overall efficiency.  The benefits of this approach include:
  • Structured support environment   
  • Clear role assignments   
  • Centralized information access   
  • Enhanced user experience   
  • Feedback and improvement loop   
  • Tracking and analytics   
  • Cohesive branding and messaging   
  • Cross-department collaboration 

Wrapping up

By streamlining the inquiry process, departments enhance the overall effectiveness of customer support, reduce response times, and foster higher satisfaction rates among users. 


Please stay tuned for more Desk Module stories.

 

Cheers,

 

Kavya Rao

The Zoho Desk Team


    • Recent Topics

    • Bank Receipt Catagorization

      Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer
    • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

      I'm trying to make changes to a query but every time i try to save it i get this error message.  I'm not touching the data it's flagging.  All I've tried to do is reorder a couple of fields and add a new one.  Why won't it let me do this?  It's a core
    • Exclude Segment from Campaign Recipients

      I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.
    • Reschedule Multiple/Mass Calls at Once

      When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.
    • Option to Empty Entire Mailbox or Folder in Zoho Mail

      Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
    • I want to Make the due date of the project appears automatically

      hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't
    • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

      Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to
    • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

      Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting
    • Kaizen #129 : Client Script Support for Blueprints

      Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint
    • Deluge Tips & Tricks: Mastering dates and times

      Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether
    • Adding a Button in a Form in Zoho Creator App

      Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific
    • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

      Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
    • Internal Exception for Creator function

      I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?
    • How to Set Up a Custom Domain and Customize Homepage

      Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the
    • Announcing new features in Trident for Mac (1.26.0)

      Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.
    • Default Value on a Number

      Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks Dan
    • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

      I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,
    • Tip#45: Custom Tags and Cluster Tags

      Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage Tags
    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
    • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

      I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in
    • [Free Webinar] User Management in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
    • A couple of minor enhancements to Workflows

      Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"
    • Business Continuity - Disaster Recovery

      I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were
    • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

      Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our
    • Narrative 11: Are your customers happy?

      Behind the scenes of a successful ticketing system: BTS Series Narrative 11: Are your customers happy? Happiness isn't just something you experience; it's something you remember. Hear your customers' voices by enabling customer happiness ratings in Zoho
    • Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment

      When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type
    • Organization Emails in Email History

      How can I make received Org Emails to show up here?
    • Signature field is showing black

      Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?
    • Zoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more

      Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preference
    • How to Delete/hide Google adwords section from Layout?

      Hi people, maybe someone can tell me how to remove or hide the Google adwords section from my layout? Im not using it and it takes too much space.
    • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

      he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes
    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
    • Not all emails from outlook365 migrated to my new zoho account

      I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest
    • Way to update CRM records in quik view

      I have custom module in zoho crm and that module have 500 records. I want a quick way or UI so that user can easily update the record information in quick view without going to record detail view or edit view. I tried zoho sheet option but in zoho sheet
    • Writer sing up problom

      Zoho writer sing up prolom face
    • Where to integrate Price Book and Product List Price

      Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
    • Form / CRM Integration Not entering into workflow

      I have a simple form setup with company name, first name, last name and lead source. Each of the fields are mapped to CRM Leads module. When the form is submitted, the lead is populated properly. I also have a workflow created that when the lead source
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • Zoho Slowness - Workarounds

      Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with
    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
    • Next Page