Industry solution

Customer Service and Help desk

Process client queries, orders and quotes systematically. PaperTrail routes correspondence to the right people and keeps a full history for fast replies.

The PaperTrail solution

Increase goodwill with faster turnaround times

The problem. Client queries, orders and quotes land in personal inboxes. Messages get missed, two people answer the same email, and nobody has the full history when a client calls back.

Customer service and help desk workflow in PaperTrail
  • Systematically process client queries including orders and quotes by automatically routing correspondence to the appropriate personnel.
  • Keep a historical record of all communications, with staff able to reply using built-in email viewing and response facilities that offer consistent signatures.
  • Group mailboxes simplify teamwork by providing access to all correspondence within one central location as opposed to a large number of disjointed individual email boxes.

What changes

  1. 01 Every query to the right person. Correspondence is routed automatically to the person who should handle it.
  2. 02 One shared mailbox, not dozens. Group mailboxes put all correspondence in one place for the whole team.
  3. 03 The full history, every time. Staff see every past message and reply from inside PaperTrail with consistent signatures.
Platform capabilities

Built on the PaperTrail platform.

Solutions

More industry solutions

All solutions

Our Clients Fuel Our Passion.

Schedule a demo

Talk to us about Customer Service and Help desk.