Startup Best Practices: Organize and Prioritize

THE PROBLEM: Customers reach our for various reason but each interaction is treated the same. 

THE SOLUTION: Provide top customers the attention they need while tailoring communication to address all customer requests. 

HOW TO START

Step 1: Organize using Views so your team sees what's specific to them

Step 2: Tag VIP to prioritize high priority customers

SLA’s: You can set up SLA's to provide customer requests faster turnaround time based on tags like VIP

Step 3: Use business rules (in settings) to push to view

Business Rules: You can set business rules to define if a set of conditions is met take these actions. To prioritize VIP customers, you would add the following conditions.

• Tickets less than solved
• Tickets that have VIP Tag

THE IMPACT: Stay organized to improve customer retention for top accounts and ensure customers feel heard on social.