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

    • Where to show Customization Field ?

      Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?
    • Zoho Desk 2025 round-up: Key highlights on feature releases

      Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia
    • Print Sales Orders, Purchase Orders or Invoices from API

      Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks
    • How to show a hided report??

      in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...
    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate
    • Email tracking inquiry

      I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can
    • Mass Update of Lookup Fields not possible

      Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
    • Collapsible Sections & Section Navigation Needed

      The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
    • Download Attached Files

      Hi everyone, Brand new to Zoho Creator.  I have a form with a subform. The subform has a field for "File Upload"   I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them?   Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL?  That way a user can click the URL to get to the file? Any help with this would be greatly
    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
    • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

      Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.
    • Feature Request: Detailed View - Related Block Links!

      Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!
    • Sub-Form Padding in CSV Export

      Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
    • Dependent / Dynamic DropDown in ZohoSheets

      Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?
    • How do I change the order of fields in the new Task screen?

      I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
    • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

      Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on
    • IA ou je peux trouver comment utiliser IA

      Je voudrais utiliser IA dans l'interface zoho pour m'aider quand j'ai des questions de rôle partage ou autre configuration d'automatisation, j'utiliser ChatGPT externe mais il ne connait pas toujours l'interface zoho et les réponses sont parfois longue
    • Data Processing Basis

      Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows
    • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

      We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
    • Zoho vault instal on windows

      I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed
    • ZOHO GLITCHES

      Ok, you guys have done a great job at building a platform that has the potential to surmount the competition but these glitches are becoming more than frustrating! This is beyond annoying, I'm trying draft lawsuits and type up privacy and refund policies
    • Please, make writer into a content creation tool

      I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than
    • Notification to customers when I use a Zoho function

      Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate
    • Date Filters in Zoho Desk Dashboard

      Hello Team, Currently, in the Zoho Desk dashboard, the date filter is available only for daily, weekly, and monthly views. Could we also add a yearly date filter to allow filtering by an entire year? Additionally, in the custom date filter, it is currently
    • Mobile app - offline

      If I made a couple of forms and my field guys had the mobile app and were somewhere without signal, could they open the app, complete and sumbit a form and have it upload when they are back in signal (we need different info at different jobs and I'm trying
    • Consumption based inventory

      I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorized
    • Zoho Survey reminder settings are extremely confusing

      Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
    • Zobot drop down list

      Hi, I am trying to create a drop down list in Zobot by creating a plug. I think I am close but I just can't get it over the line and was hoping that someone could help me. I had a little bit of help getting the script started (hence the comments) // Deluge
    • How to compare a subform lookup field that allows multiple entries when edited

      I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working
    • Translation of Tooltip Messages

      The descriptive help messages should be available to provide translations for.
    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
    • Business Day Logic Update: More Accurate Scheduling for Your Workflows

      Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
    • Email Notifications not pushing through

      Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because
    • Debit opening balances of vendors

      Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid
    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
    • Allow Text within a Formula

      Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this
    • Change Number Field to Decimal Field

      Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan
    • Next Page