![]() MOXTRA is a one-stop client portal solution designed to help MSPs serve their clients better. With its customized, prebuild dashboards, MSPs can easily bring business data and systems together to measure and boost their team’s productivity. ![]() Its skill-based routing feature assigns tickets to team members with the right expertise to help get issues resolved quickly. The portal helps team establish a personal connection with end users through fast and effective live chat and messaging. The tool automates the entire ticketing system and enables enterprises to track, prioritize, and solve support tickets as quickly as possible. Zendesk is a popular customer service portal that integrates well with other Zendesk solutions to offer seamless, omnichannel customer service. It provides secure client portals, CRM/client management, advanced file exchange, time tracking, billing, real-time chat, estimates, and invoicing to help MSPs become more efficient and organized. SuiteDash is an all-in-one client portal software that includes an integrated toolkit and prebuilt automation to automate processes, streamline support tickets, and provide flawless communication. MSP Manager integrates well with other MSP tools, like N-able RMM, to create a single, unified, cloud-based IT support solution that provides end-to-end monitoring of customer services-right from ticketing to reporting-with the help of its intuitive dashboards. The tool helps end users track the current status of tickets, thereby providing full transparency. It allows end users to generate new tickets directly from the customer portal. It not only offers quick and efficient ticketing, but it also enables support teams to provide high-quality services using features such as batch invoice generation, knowledge management, and powerful and clear reporting. N-able ® MSP Manager is an advanced customer portal software solution specifically designed for MSPs. Outlined below are the best customer service portal solutions that help deliver faster and better support services. The common features of a customer portal solution include: It helps MSPs address issues quickly, gain full visibility into the status of the critical interactions, and deliver valuable IT services. What is customer portal software?Ī customer portal software solution combines aspects of customer communications, the knowledge base for self-resolution, an IT ticketing system for quick response, and community forums for knowledge sharing. ![]() It not only helps you focus on delivering high-quality services, it also helps you scale support offerings as your IT service or managed services provider (MSP) business grows. This is where choosing the right customer or client portal software is essential. ![]() It is crucial for market leaders to develop effective strategies, embrace innovative technologies, and automate support services to deliver a seamless support experience. Specifically, we talk about what he calls the “marketing mindset” that financial services businesses need to adopt in order to not just survive, but thrive in these uncertain times.Įven before the onset of the global health crisis, banks and other financial services companies were moving in the direction of greater digitization to improve efficiency, cut costs, and most importantly, deliver new and enhanced products and services to an increasingly-tech savvy – and tech-dependent – consumer.īut do firms in the financial services space need to do more than just digitally transform themselves? What strategies do these businesses need to adopt in order to further differentiate their offerings from rivals? How can they provide their customers with the kind of personalized, low- to no-latency, access anywhere, digitally-oriented service their customers have come to expect from all institutions – public or private, large or small, financial or not?įor this week’s Finovate Alumni Profile, we caught up with Stanley Huang, Chief Technology Officer for Moxtra, to discuss these challenges.When it comes to IT services, customers’ expectations are increasing, especially when it comes to convenience, flexibility, and faster issue resolution. A leading business collaboration platform designed for the mobile era, Moxtra offers an embeddable omni-channel client engagement solution for financial services companies. The company, founded in 2012 and headquartered in Cupertino, California, has been a Finovate alum since 2016.įinovate: Digital transformation is the major buzzword for companies right now – understandably. However, would you say that there is more to making it through the current crisis – to say nothing of coming out better on the other side – than just digital transformation? What else do companies need to do?
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