How to Improve the Customer Service with Zoho

How to Improve the Customer Service with Zoho

Regardless of the size and scale of a business, there is always a requirement to reach out to the customers for standing out and gaining better reliability. One of the most organic ways of doing the same is either by email or phone. However, it is important that all customer calls are taken care of in a linear and controlled manner. Doing the same without using the correct tool can prove to be difficult.

In the beginning, you will require a place to store and manage all the conversations because if the valued customer returns following up on the previous calls, or asks more questions then you must be aware. With time, you will be able to form a relationship with your customers and you will also need to maintain the context of all your interactions with them. Additionally, there will be a need to do the same overall types of channels so that your customers can reach out effectively.

That being said, all of this is just a glimpse of what exactly can be done by customer service software. In this blog, we will have a detailed look at the steps in which you can overshine your customer service with Zoho Desk.

Before we take a look at how Zoho Desk support helps us in detail, let us first begin by understanding what Zoho Desk is in complete detail.

What is Zoho Desk?

Zoho Desk is actually customer service software that is created to assist businesses to provide exceptional support to their valued customers. It is embedded with various tools and functionalities that offer a wide range of helpful analytics while enhancing business productivity.

Zoho Desk support helps numerous industries. For instance; all manufacturing and distributing organizations might encounter a problem with their returns because of defective products, sudden shipments, and the like. With the help of Zoho Desk, these clients can be helped by getting a simple way to submit requests. Additionally, the Zoho can also be embedded into the Zoho Finance applications or the Zoho ERP software applications, which provides a better custom solution.

Working of Zoho Desk:

The working of the Zoho Desk is rather simple and hassle-free to get a grip on. At the time when a customer encounters a problem that they would like to solve at the earliest, they are more than likely to call or send an email to the company. Although this can sound and seem obvious, it can actually turn into a problem if the volume of customer service calls rises too high.

As support in this situation, Zoho Desk comes in and routes the different support requests directly to a specific department or to a support agent. With the help of the Zoho Desk, the clients can be encouraged to reach a committed assistance phone address. This further helps in supporting the administrator in the sense that it offers an ability to route and oversee any prompts as and when they reach.

The benefit of Zoho Desk For Customer Service:

Zoho Desk is actually integrated with social support that allows the customers to ask questions, pass requests, and call for assistance through well-known networks on social media platforms such as Twitter, Facebook, etc. It is well acknowledged that the quality of customer support should be at a Peak in all cases and so, the software assists the business managers in making sure that complete support is offered through all networks.

With the expert support of analytics and reporting tools, the company managers and operators can figure out the concern and problems linked to the productivity and performance of the staff. All the insights so acquired from the software are used for enhancing the performance while handling the customer support tasks.

Managing Customer Service with Zoho Desk

1. Automatic Ticket Notifications: Organizations can set up the Zoho Desk in a way that when a customer sends an email to a specific email address, it will be organically captured in the form of a Zoho Desk. After this gets set up, almost any email that goes to that specific address will notify all users in an organization just so that prompt action can be taken.

In addition, one can also get an automatic notification in case a customer replies or goes ahead to re-open the ticket. All users are always notified as to when these messages occur so that when the track is lost, you can actively avoid the phone and email.

2. Tracking Agent Availability: In case you are aware of customer service, you would know that the Service Level Agreements or the SLAs are an important concept. One can set the particular turn-around time that is needed for replying to the support tickets either for following up or closing.

If the Service Level Agreement is not met then you will be notified immediately and the ticket will have a red highlight. The agents can also set their availability in the top right corner of the Zoho Desk.

In this way, you can know that an agent is available at the desk for taking care of the support tickets. There is another feature called agent collision in the ticketing interface that enables two or more agents to open and see the tickets at the same time.

3. Direct Reply to Customers: With Zoho Desk, the organization representative can directly reply to the customers and view their email chain accordingly. In this way, there is no need to give your support staff access to the support email inbox directly.

The support staff can reply to all customers’ right from the support email ID provided and linked with Zoho Desk. In addition, there is also a comment private feature that helps in communicating with the staff internally about a specific ticket. All these comments can be effectively seen by the customers.

4. Creating Custom Reports: One can find a summary of all tickets along with detailed reports on the metrics that explain the tickets. The reports can be viewed in the summary in a tabular form or a matrix. There will be a need to either configure or customize the report before one can view it.

You can select a module and then a different column from the module that you would wish to see in the report. You can also group your columns just as you wish while choosing a method to display a mathematical sum or an average.

For example: in case you wish to see how many tickets were closed by an agent, all that is needed to do is to select the name, email, and the status of the agent so that you can get a sum of all numbers. These are different kinds of customizations that can be achieved but all reports plainly zero in on the report types, criteria, and column for the report.

5. Creating Modules: Zoho Desk enables the creation of distinct customer service modules. For instance: you might have different individuals who send a support ticket or who were your customers in a project. These individuals are often placed in the Contact modules.

These contacts might be affiliated with a company that is billed. Therefore, contacts will be eventually associated with accounts that are typically a module.

To read the complete blog, please refer to the link below


Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)

Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

                                                              Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
                                                            • WhatsApp pricing changes: Pay per message starting July 1, 2025

                                                              Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
                                                            • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

                                                              Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
                                                            • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

                                                              Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
                                                            • Zoho Desk Cheat Sheet For The Year-End

                                                              Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Infinite loop of account verification

                                                                                                                Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 
                                                                                                              • How we cut CRM updates from ~20 minutes down to 2, our real workflow

                                                                                                                Updating the Zoho CRM after every call used to be one of the biggest time sucks for our team. By the time you write your notes, clean them up, fill in the fields, and log everything properly… you’ve easily lost 15–20 minutes per call. We started experimenting
                                                                                                              • Arattai App Features Update

                                                                                                                1. Offline Messaging & Sync Enable users to compose messages without internet and deliver them automatically via peer-to-peer methods (Bluetooth/WiFi Direct) when nearby users are available. This would be a game-changer for rural India with unreliable
                                                                                                              • Zoho Books Sandbox environment

                                                                                                                Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                                                                                              • How to add Product Add-Ons, Mandatory Forms, and Auto-Save Address in Zoho Commerce

                                                                                                                Hi all, I need help setting up several behaviors in Zoho Commerce. I can’t find the correct configuration options, so I want to confirm whether these are supported or if there is a workaround. 1. Product-Specific Add-Ons (Example: GWB Subscription) When
                                                                                                              • Request for Auto PO - Min–Max based Automated Purchase Feature

                                                                                                                Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
                                                                                                              • Zohomail

                                                                                                                Im trying to setup email address zoho
                                                                                                              • PROBLEMA

                                                                                                                Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?
                                                                                                              • Forever FREE Business Email with Zoho Mail

                                                                                                                Forever FREE Business Email with Zoho Mail: is it available?
                                                                                                              • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

                                                                                                                Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how
                                                                                                              • Formula field number of days between 2 dates

                                                                                                                Hi, I want to have a formula field which calculates the following: IF EndDate < TODAY and Oproep is true (this is a checkbox field) than EndDate - StartDate, otherwise TODAY - StartDate It should calculate the number of days How can I write this for
                                                                                                              • 'email address already exists'

                                                                                                                I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and
                                                                                                              • ZOHO reporting DKIM entries are not configured, when they have been configured and verified by 3rd parties

                                                                                                                Why is ZOHO reporting to my organisation users the following: "The DKIM entries in your domain's DNS records are not configured. Please contact your administrator for configuring DKIM to ensure optimal RSVP invite delivery." When I have configured the
                                                                                                              • Manage Bookings directly from Zoho Mail

                                                                                                                Greetings from the Zoho Bookings team! We’re introducing the new Zoho Bookings extension for Zoho Mail, designed to help you view appointments, copy time slots and share booking links without leaving your inbox. This integration brings scheduling right
                                                                                                              • My notes from the past 2 months have disappeared

                                                                                                                Hola, necesito ayuda urgente. Hoy, al iniciar sesión en mi Zoho Notebook como todos los días, me llevé una gran sorpresa al descubrir que todas mis notas de los últimos dos meses habían desaparecido. Estas notas son muy importantes para mí, ya que uso
                                                                                                              • How can I load a network into the cliq desktop app?

                                                                                                                I have both the standard cliq log in for my org and I am part of a cliq network. In the browser I can choose which I log in to. However, in teh desktop app if I log in it will alwasy load my org's cliq. Can I switch this to the network I have create
                                                                                                              • Ability to modify what displays in calendar invite?

                                                                                                                I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?
                                                                                                              • Issue with Booking Confirmation Page Not Displaying, Leading to Customer Anxiety and Unnecessary Support Calls

                                                                                                                I am writing to express my growing concern regarding the confirmation process in Zoho Bookings, particularly the inconsistent display of the confirmation page after a successful payment. As a mobile service provider, I rely on Zoho Bookings platform for
                                                                                                              • Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment?

                                                                                                                Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment? I would like to set it up so only staff can schedule appointments. Is this possible?
                                                                                                              • Is there a way to generate a virtual meeting for a group service in Zoho Bookings?

                                                                                                                Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks
                                                                                                              • Introducing VeriFactu Support in Zoho Books

                                                                                                                Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración
                                                                                                              • Where we can change the icon in social preview

                                                                                                                Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false
                                                                                                              • Zoho Bookings changes Lead Source

                                                                                                                Hi. i would like to know if there's a way for Zoho Bookings to not change the lead source when booking a lead for an appointment as the lead source will be used in a report. Scenario: Lead source: Website after booking an appointment Lead source: Zoho Bookings Thanks. Dan
                                                                                                              • Need to set workflow or journey wait time (time delay) in minutes, not hours

                                                                                                                Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
                                                                                                              • Suggestion: Associating Assets with Company in Zoho FSM

                                                                                                                Hello Team, I would like to share an idea based on practical experience. Currently, all assets in the Zoho FSM Asset module are linked to a specific contact person. I would like to know if it is possible to associate assets with a company instead. This
                                                                                                              • Zoho Inventory / Finance Suite - Extend Visibility of File Names on Attachment Fields

                                                                                                                Hi Inventory / Finance Suite team, I noticed recently that when you add an attachment field to a module in Inventory, only the first 8 characters of the file name are visible on the details view. 8 characters is not a useful amount and there is plenty
                                                                                                              • Many Notes Becoming Unusable

                                                                                                                Hello. The Notebook app is becoming unusable. I'm getting odd-looking results from my searches. Some of the notes, after clicking on them, show an update button that does absolutely nothing. Not sure what has happened, but it would be nice to get this
                                                                                                              • Kaizen #218: Actions APIs - Field Updates

                                                                                                                Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, and Tasks Update APIs. This week, we will continue with another Actions API - the Field Update API in Zoho
                                                                                                              • How Contract Types and Templates Form the Backbone of Zoho Contracts

                                                                                                                Every contract in Zoho Contracts starts with two essential elements: Contract Type and Template. These are not just administrative steps. They define how every contract in your organization is created, governed, and managed over time. Let us look at the
                                                                                                              • E-Invoicing in Belgium with Zoho Books

                                                                                                                Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing
                                                                                                              • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

                                                                                                                We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly
                                                                                                              • Greek character in Deluxe script

                                                                                                                Hi, We have been using a script since 2022 which replaces characters in Greek contact names using replaceAll. Since this morning, all the Greek characters used in the script have turned to question marks. I tried retyping the characters, copy-pasting
                                                                                                              • CRM Related list table in Zoho analytics

                                                                                                                In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.
                                                                                                              • Zoho learn Custom portal - networkurl & CustomPortalId

                                                                                                                I want to get my individual account’s networkurl and customportalId to use in this API: https://learn.zoho.com/learn/api/v1/portal/<networkurl>/customportal/<customportalId>/manual How can I retrieve the networkurl and customportalId using the API? I
                                                                                                              • Connecting zoho creator to zoho writer to send prefilled documents

                                                                                                                i will paste the worflow below // Get user's submitted data from the form userSalary = input.Current_Salary; userCIBIL = input.CIBIL_Score; userEmail = input.Email; userName = input.Name; // You need to get the Document ID from the URL of your Zoho Writer
                                                                                                              • Zoho Creator to Zoho Writer for prefilled documents...

                                                                                                                In response to the question about connecting Zoho Creator to Zoho Writer for prefilled documents, I wanted to share a working implementation that demonstrates how to use the record_id parameter with the Zoho Writer Merge API. This allows Writer to automatically
                                                                                                              • WebDAV / FTP / SFTP protocols for syncing

                                                                                                                I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful
                                                                                                              • Managing functions

                                                                                                                Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created
                                                                                                              • Introducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks

                                                                                                                Hello everyone, Zoho Cliq Networks offers a powerful collaboration platform that allows businesses to create dedicated digital workspaces for external vendors, partners, or individuals you want to communicate with professionally without adding them to
                                                                                                              • zoho performance

                                                                                                                OVERALL CONFIGURATION OF ZOHO PERFORMANCE Quarterly performance review Self rating and scoring Manager rating and scoring
                                                                                                              • Next Page