Narrative 2 - Understanding Organizational Departments

Narrative 2 - Understanding Organizational Departments

Behind the scenes of a successful ticketing system - BTS Series

Narrative 2 - Understanding Organizational Departments



A ticketing system's departments are essential because they provide an organized and practical framework for handling and addressing customer support inquiries. Departments improve workflow by classifying inquiries and allocating them to the relevant teams, guaranteeing that a specialized agent handles every issue. 

 

This way, companies increase customer satisfaction and loyalty by improving response times and overall customer service quality. Departments guarantee a streamlined procedure that benefits both the support staff and the customers they serve by clearly defining roles and responsibilities.

Why employ organizational departments?

Ticket routing

Departments ensure that support requests are automatically directed to the right team with the right agent. This reduces delays and faster resolution by discarding unnecessary hand-offs.

Specialization

Typically, different teams, such as IT, HR, Billing, and Technical Support, handle various issues. In this case, departments are managed by experienced agents in their respective areas, thereby enhancing service quality.

Organized prioritization

Categorising tickets by department helps teams prioritise workloads based on urgency, service level agreements (SLAs), and impact, ensuring that critical issues are addressed promptly.

Accountability

Departments also assign clear responsibility for resolving tickets, preventing confusion over who should handle a request. This fosters accountability and reduces the risk of tickets being overlooked.

Monitoring

Departments enable granular analytics, allowing organizations to measure metrics (e.g., resolution time, backlog) for each team. This helps identify bottlenecks and optimize workflows.

Better customer experience

Proper department routing ensures customers interact with the right agents from the start, reducing frustration and improving satisfaction by avoiding misdirected queries.

Workflows made easy

Departments enable customized automation rules (e.g., auto-assignment, escalations) tailored to specific teams, streamlining processes and reducing manual effort.

Data privacy

Sensitive requests (e.g., Finance, Legal) can be restricted to authorized personnel, ensuring data privacy and Desk's regulatory compliance.

While departments segment teams, they also facilitate cross-department collaboration when needed (e.g., escalating a billing issue to IT for technical verification), maintaining structure while enabling cooperation.
Idea

Are contacts or accounts department-specific?


When a user raises tickets for various issues across different departments, each ticket must be explicitly linked to the relevant department. This ensures that the appropriate expert is assigned to address and resolve the problem effectively. Importantly, the user's contact details will remain consistent regardless of the department involved; therefore, the contact information should not be considered department-specific. This streamlined approach facilitates efficient communication and resolution while maintaining clarity and organisation within the ticketing system.


However, several other modules within the platform, such as Tickets, Knowledge Base, and Activities, do support department-specific associations. This feature enables you to align these modules with the relevant department, enhancing your workflow and improving departmental accountability.

Example - Hospital Management Service

In a hospital, the way departments are managed plays a crucial role in providing top-notch healthcare services. By organizing the hospital into different departments, each one guided by knowledgeable and skilled staff, we can not only improve how services are delivered but also make processes more efficient and ensure that everyone is held accountable. This structured approach not only fosters teamwork but also helps meet patients' needs more effectively, ultimately creating a better experience for them.

Organizational departments in a hospital

  1.  Emergency Department 
  2.  Surgical Department
  3.  Radiology Department
  4.  Pharmacy Department
  5.  Administration and Human Resources

 

This teamwork is vital for enhancing the quality of patient care and streamlining operations, creating a well-functioning machine that ultimately benefits everyone involved. When departments are well-structured, it fosters a sense of accountability across the board, which is essential in a healthcare environment. A well-organised hospital not only supports its staff but also delivers the best possible healthcare to those it serves.

Conclusion

Utilizing separate departments for your help desk establishes structure, efficiency, and expertise within ticketing systems, enabling you and your team to collaborate effectively without chaos. This leads to quicker resolutions, better use of resources, and a smoother experience for both customers and agents. Without these departments, support operations would likely become chaotic, sluggish, and more prone to unnecessary issues.

 

Please stay tuned for more Desk behind-the-scenes series.

 

Regards,

 

Kavya Rao

The Zoho Desk Team


    • Recent Topics

    • Domain restriction for User Management actions in Zoho One

      Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization
    • Zoho Mail iOS app update: Signature

      Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside
    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without
    • Zoho Mail iOS app update - RTL languages support and access emails using permalink and universal link, image upload resolution

      Hello everyone! In the most recent version of the Zoho Mail iOS app update, we have brought in support for RTL languages(Arabic and Urudu), providing a seamless reading experience with proper text alignment and layout throughout the app. We have also
    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
    • Approval Button in Subform

      Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's
    • Reporting Limitation on Lead–Product Relation in Zoho CRM

      I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related
    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
    • Setting checkbox value on template in Sign from Creator

      Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":
    • Zoho Projects - Unread Comment Icon

      Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed
    • Zoho Projects - Update Feed via API

      Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you
    • Automated log-out/session end

      I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
    • Subform auto populate values

      Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from
    • What is New in CRM Functions?

      What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
    • How to update Multi File upload field

      Assume that i have a multi file upload field,how can i update the same field again?
    • 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:
    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
    • Identify long running sync jobs/tables

      My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome
    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
    • Unusual activity detected from this IP. Please try again after some time

      When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help
    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
    • Solution to Import PST File into Office 365.

      MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
    • Series Label in the Legend

      My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in
    • Associate emails from both primary and secondary contacts to deal

      We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
    • New integration: Zoho Sign for Zoho Projects

      Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges
    • Boosting efficiency through faster ticket rendering

      This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and
    • Narrative 15: Blueprint - Automate, guide, and transform your support processes

      Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their
    • Every rating counts: Shaping customer experience

      We are back to that beautiful time of the year. It is the season to reflect, be thankful, and appreciate everything that has happened throughout the year. Thanksgiving is a time we connect with our family, friends, and relatives to strengthen relationships,
    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
    • Batch/lot # and Storage bin location

      Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature
    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
    • Writer update results in BitDefender blocking it as malware

      After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
    • Zia Conversation Summary: Context at a glance for every customer interaction

      Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was
    • Zoho Books - New Interface keep details with PDF View

      Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between
    • Zoho One Unified Portal - Applications

      Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned
    • Dropdown data depends on filters in another field.

      In my quote form I have a lookup field called Reseller that pulls from Accounts. I would like it to pull from Accounts, but only those accounts with an account field 'Type' where that is 'Reseller'. Does anyone know a way to do this? Similarly, I'd like
    • Next Page