HelpDesk Consulting
We implement helpdesk so support sees customer history, open deals, and recent orders before they reply—ticket workflows and SLA rules included.
- Ticket workflows
- SLA rules
- Account context
Challenges we hear
- •Support cannot see open deals or recent orders
- •SLA breaches are discovered after the customer escalates
- •Ticket history lives apart from the account
Outcomes with CloudXD
- Tickets sit on the same customer record as sales
- SLA rules with owners and escalation paths
- Replies written with deal, order, and history in view
How we deliver
Step 1
Ticket workflows
Step 2
SLA rules
Step 3
Account context