Customer Support lets you streamline your support operations while tightening the link between your sales and service teams. You gain a 360-degree view of your customers, allowing you to understand their needs and increase customer satisfaction.
Why use Customer Support
| Single source of truth | Increased revenue | Streamlined Support |
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Consolidate your Upsales data across sales, marketing, reporting, and support. Ensure that all your teams have a single, shared view of your customer, enabling them to meet customer needs better. |
Support agents are often the closest link to the customer through interactions. Transform your support centre from a cost centre to a revenue centre, by allowing your support agents to identify upsell and cross-sell opportunities during customer interactions. |
Support agents have immediate access to customer details and case history within tickets, improving case resolution and customer satisfaction. Gone are the productivity killers of having to swivel between different systems! |
Customer Support allows you to create, receive, assign, respond, and resolve issues raised by customers.
Add multiple support users (depending on your Upsales plan and number of seats) to collaborate on solving customer issues. You can manage customer tickets from start to finish. All from inside Upsales.
Add internal notes to collaborate with your colleagues in other teams and view tickets and contact cards within the company.
These are visible to colleagues in sales so they can check for any support tickets before appointments with contacts and companies.
Explore Customer Support features
Notifications
Account managers
Account managers can get notified by Upsales if any of your customers submit a new ticket and track the progress of existing support tickets.
Account manager is a field on the Company card where you can add one or multiple users:
Account manager notifications also appear when you click My profile → Notifications. Click the tickbox to deactivate and activate: