Have you ever googled “customer support software” and been overwhelmed by the endless options, every one of them claiming to be the number one choice?
Figuring out which support tool to choose — or even where to start researching — can be challenging. And even after you’ve found a solution, you still have to make a strong case for the company to invest in your chosen tool.
That’s where this guide comes in. It will help you pinpoint your specific software needs, understand the type of solutions to look for, evaluate your options, and convince those in charge of the budget to approve the purchase.
What you'll learn in this guide:
How to properly assess your current customer service systems and processes.
How to identify and prioritize the type of software and individual features you need.
How to choose a solution that aligns with your customer support goals, challenges, needs, and budget.
How to effectively compare and evaluate solutions, features, and vendors.
How to advocate internally for a new solution and handle common objections.
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Download this free guide by filling out the form below.
Download the ebook to access these interactive worksheets and templates:
Customer Support Tool Evaluation Checklist
Customer Service Assessment Worksheet
Customer Support Platform Comparison Scorecard
Table of contents
Identify your needs: Learn how to define your customer service standard, get to the root of your problems, and conduct an honest assessment of your current customer service.
Find the right type of solution: Review the main types of customer support tools to determine when you should use them and which software options to consider.
Evaluate your options: Learn how to assess software vendors, including what to look for and the questions you need to ask.
Get buy-in: Learn how to make a strong case for investing in your chosen tool, advocate for your needs, and handle common objections.
Identify your needs
What should you look for in a customer support tool?
The short answer is: It depends. It all comes back to your unique situation and the problems you are looking to solve.
Most organizations do not need an enterprise-level customer support platform — nor do they have the resources to have dedicated administrators to manage complex systems. If you’re just starting out, you may not need much more than an email inbox. Or maybe you’re at the point where your team and customer base are growing and you’re looking to add an easy yet scalable platform to get you the basics.
What makes sense for companies with thousands of employees doesn't make sense for a growing business that needs to keep things simple, move quickly, and focus on delighting customers.
1. Determine your needs
Think of it like planning a camping trip. Before you max out your credit card on camping gear from REI, you need to clarify your vision for the trip and establish some guidelines. Are you planning on setting up a tent by a lake? Are you hiking up a mountain? Are you going to a fully furnished cabin with a bathroom, which is kind of near some tents, and calling that camping? Knowing exactly what you need will help you prioritize what to buy.
The first step in determining your needs is to define your company’s standard for great customer service. Once you sketch out a clear picture of the customer service you want to offer, you have a goal to measure software needs and features against. Whatever software you choose, it needs to help you deliver the type of service you have outlined.
2. Define your customer service standard
What experience do you want to offer your customers? Imagine the ideal customer support interaction from your customer’s perspective. Do they need to use a website to get help, or can they fire off a quick email? Can they choose to contact support via multiple channels? Can they answer their own questions easily using self-service tools?
What type of support do your customers expect? Your particular customer base will come to you with their own requirements and expectations. Do they prefer email? Are they comfortable using self-service tools? Do they expect an answer within an hour or within a day? Look for clues as to what your customers expect from you and how satisfied they are currently.
3. Audit your current service
You need to know where you are before you can get to where you want to go. What’s getting in the way of you consistently achieving the standard of customer service you laid out? In the downloaded PDF version of this guide, we included a worksheet to help you identify your specific challenges. Once you’re done, you’ll have a better sense of what you need from your customer service software — and the relative priority of those items.
Here are some examples of questions you should consider in your assessment:
What are the most time-consuming tasks for your team that could be automated or made more efficient?
Are you having trouble connecting separate customer data sources, affecting your service quality?
Do you have a way to measure the impact of customer service efforts on the business?
Find the right type of solution
Choosing the right customer support software for your team can feel overwhelming. There are a multitude of options, all with their own merits and ways to help you improve. However, just because something is good doesn’t necessarily mean it’s good for you.
In large part, making that distinction comes down to understanding your own needs. Beyond that, it’s useful to know what’s out there in general. In this section, we cover some common types of customer support tools, what they’re used for, and features to look for when vetting a specific tool.
What type of customer support tool should you use?
It’s hard to find the right tool if you don’t know what you’re looking for. The categories of customer service software and customer support software cover a lot of ground and can include everything from a free Gmail account to an enormous enterprise call center system. However, we’re going to focus on these core types:
We will note that some customer support tools cover multiple use cases, whereas others are more singularly focused. For example, with Help Scout, you get a shared inbox, knowledge base capabilities, live chat, and more — all in one platform.
To ensure you find the proper fit, we’ve outlined what each type does, when it makes sense to use it, and which tools to consider.
1. Help Desk
Also known as a ticketing system, ticket management software, customer support software, or service desk software.
Help desk software is typically one of the first tools support teams invest in. It helps centralize all your service-related customer interactions, and, depending on the tool, can handle support requests from multiple channels like email, chat, social media, and phone.
At its core, help desk software lets you manage and streamline customer conversations to create a better experience for both customers and agents. Below are some signs help desk software may be the solution you’re looking for.
You need a better way to manage your support queue. Things like tagging and automation can greatly help reduce manual work.
You need more accuracy in your customer responses. Help desk software helps you better organize customer conversations, ensuring the right people respond.
You need better and more efficient internal collaboration. Help desk systems generally come with features like private notes that let your support team members collaborate without exposing their discussions to your customers.
You need to prevent duplicate replies. Ensure team members can see when other people are viewing and responding to conversations so customers don't get multiple, potentially confusing responses.
You need a better way of escalating urgent customer conversations, such as customers who are more upset or have a greater chance of converting to a paid customer.
You don't want to leave customers hanging. Some help desk options alert reps and notify them about the day’s tickets/conversations.
Things to consider:
What’s the hands-on experience of the tool like? Schedule demos or sign up for a trial with tools in the running, and test out features you’re likely to use on a day-to-day basis to see how they might impact your workflow.
What’s included in each plan? Depending on the tool, even basic features like analytics may only be offered on higher-tier plans. Also, be sure to pay attention to how they bill, as some options go by ticket count and others charge a flat rate.
Is there additional functionality? Some help desks include other tools like knowledge base software and live chat. The inclusion of additional features could mean more functionality and even offer some overall cost savings for your team.
Help desk platforms to consider:
2. Shared inbox
Also known as an email management system, a universal inbox, a team inbox, or a shared mailbox.
Shared inbox software is a tool that allows multiple people to access and respond to messages sent to a specific email address. There are generally other organization and automation features included to help effectively manage customer conversations.
Now, you may be thinking — isn’t this what you just talked about above? Yes and no. Shared inbox software is like a lite version of help desk software since it tends to focus mainly on email interactions and not on the additional channels that help desk software may.
You need to receive emails at a team email address.
You need to send emails from a team email address.
You need access to a group inbox to view all sent and received emails.
You need access to performance data.
You’re struggling to understand support volumes and capacity.
You regularly send duplicate responses.
You’re running into issues with efficiency.
Collaboration is difficult with your current solution.
Things to consider:
What collaboration features does it offer? Similar to help desk software, tools like private notes and the ability to assign conversations to specific agents are important.
Is it stand-alone software or an extension? Some shared inbox tools exist as stand-alone products. However, there’s a whole class of tools that are essentially Gmail or Outlook extensions. Stand-alone tools tend to have a few more features, but they also may be a bit more expensive.
Does it integrate with other tools? Since a shared inbox is generally used in conjunction with other customer service software, it’s important that it connects with those other tools. Look for options that work well with your current (or planned) tools.
Stand-alone shared inboxes to consider:
3. Knowledge base
Also known as help center software or FAQ software.
Knowledge base software is a tool that allows you to create, store, organize, manage, and share self-service content with an audience. Things like FAQ pages, video tutorials, and how-to articles are all common types of content housed in a knowledge base.
Generally speaking, there are two main types of knowledge bases: internal and external. With an internal knowledge base, content is private and may require the user to login to access the information, whereas an external knowledge base is public and accessible to anyone.
It may be helpful to think of an internal knowledge base as geared toward your employees, while an external knowledge base is geared toward your customers. Some tools focus more on one use case than another, but there are also some capable of doing both well.
You need to save time responding to common customer questions.
You need a quick way for your customer service team to reference answers to common questions, or a way to provide your support team with additional resources to share with your customers.
You need a cost-effective way to reduce the time and effort the customer has to spend in order to get an answer and move on with their current task.
You want to adapt with the market and offer a self-service option. Research shows that a majority of people prefer to find their own answer first before they will reach out for help.
You need a place to create, store, organize, manage, and share self-service content with an audience.
You need to reduce support volume. When there is lower volume coming into the inbox, your team can focus its energy on higher impact, more fulfilling activities.
Things to consider:
Is it easy to create content? It’s important that both the people creating the content and the people viewing the content have a good experience. Look for products with no-code options and intuitive editors.
Is it easy to find content after it’s created? Even the most comprehensive guide is pretty useless if someone’s not able to find it. Seek out tools with robust search functionality and organizational capabilities. For example, are you able to group articles together and create sections? Or add tags to make searching easier?
Can you house the content you need? Including multiple types of content can make your knowledge base articles even richer and more helpful. Though most knowledge bases these days can handle most content types, it’s still smart to ask if there are any file, content, or media limitations.
Are there reporting features? Reporting tools are valuable for successfully scaling your support. They can show you where your customers are getting stuck, what documents need to be added or updated, and how to prioritize product improvements.
Stand-alone knowledge bases to consider:
4. Live chat
Also known as chat support software or proactive messaging software.
Live chat allows customers to have text-based conversations with support teams via the web. By using live chat software embedded in the company’s website, customers can send their questions to a person (or sometimes an AI bot) who can quickly reply to them in the same small window.
The “live” part of live chat support is a reference to real-time, back-and-forth conversation, as opposed to email support where there may be no expectation of an immediate reply. Some tools, like Help Scout’s Beacon, combine true real-time live chat with a hybrid messaging option, allowing both synchronous and asynchronous conversations to happen in the same chat tool.
Live chat has been a customer service staple for years because it’s highly accessible and offers a more conversational approach to communication with customers. That accessibility reduces customer effort, which is an important factor in building customer loyalty.
You need to reduce time to resolution for customers.
You want to make your support highly accessible.
You want to improve customer satisfaction.
Things to consider:
Is it easy to set up? Since chat windows generally live on an existing page, they do require some amount of coding to set up. That said, some tools create code snippets you can easily copy and paste for set up, whereas others are a bit more complicated.
Does it integrate with other tools in your support stack? Though it’s usually the goal to solve a customer’s inquiry in one session, that’s not always possible. In the case of a chat interaction, that means having to transfer them to a different channel (usually email). If your live chat tool doesn’t integrate with your help desk, it can be a huge pain and cause a number of problems for everyone involved.
Is there any functionality in offline mode? Depending on your team, there may not always be a live agent available to cover chat. In those cases, it’s good to still retain some functionality, so be sure to check how a tool works in both online and offline mode.
Stand-alone live chat tools to consider:
Evaluate your options
Now that you have a better understanding of the different types of customer support tools — and a sense of which ones might work for you — you’re ready to evaluate some vendor options.
7 things to do when assessing software vendors
1. Focus on what’s essential
By now you should have a good sense of what your needs and core requirements are. The reality is that more features often lead to more complexity and overhead. In the end, it’s usually better to find software with the core features you need — rather than every feature any support team in the world has ever needed. Start with a list of all the features you might want, and then group them into essential and nice-to-have piles. While assessing features, consider the following:
Does this feature need to be built into the software, or could you connect with a separate tool that does the job better?
Are there legal requirements to meet (e.g., data storage and privacy controls)?
Are there technical requirements to meet (e.g., data format and accessibility)?
What other products or services do you need to connect this to? Is it possible?
If the software does not do X, can you deliver the customer service experience you want to provide?
For non-essential features: If the software allows X, how could you potentially use it to improve the customer experience?
2. Evaluate ease of use
Customer support is hard enough; your support tool shouldn't make it harder. Look for support tools that take both the customer and the agent experience into consideration. Your customer service team will be using this tool all day, every day. How easy is it for them to navigate? How quickly does it load?
The software you choose should, as much as possible, be frictionless for your team, allowing them to use all their energy helping customers and not fighting their tools. Ask the following:
Is the interface intuitive and simple to use?
Does the system load and make changes quickly?
Is it easy to find the options your team will use most?
Can you make workflow changes easily without contacting an administrator?
What will the user experience be like for your agents? For your administrators and finance team? For your customers?
Do you need to enable developer access?
3. Consider scalability
As most software companies know, needs can change quickly. Since you don’t want to switch tools every few years, it’s important to seek out options that cover both your current and your projected future needs. Will this solution continue to work as your business grows?
Ask the sales and success teams of the solutions you are considering for an estimate of their bigger customers’ support volumes. You don’t want the higher fees and complexity of software you don’t need, but you also don’t want to have to pick a new help desk 12 months from now.
4. Review reporting options
Anyone trying to track the output and success of a support team knows metrics and reports are essential, but testing reporting is tricky when you don’t have real data to report on.
Demo accounts in the tools you're considering can give you a sense of what is possible. Also, if you’ve thought carefully about which customer service metrics you need to be able to track, you can talk to the provider about how they can help you track those metrics with their tool. It’s worth figuring out who makes it easiest to uncover these insights as you decide on a new tool — before you trap yourself in an endless cycle of bewildering reports and unwieldy spreadsheets.
The right tool will provide you with the metrics you need to determine things like your team’s busiest hours, average first response times and resolution times, how many customers access your knowledge base articles, team members’ CSAT ratings, and more.
5. Verify integrations
Connecting with your CRM and other sources of business and customer data can make your customer interactions run more smoothly and reduce headaches for everyone involved. Determine whether you could integrate your proposed new system with existing tools (that you won’t be consolidating into the new platform), and take note of any technological and support help available to do so. While it may be possible for developers at your company to create custom integrations for your help desk using an API, it can be a lot simpler if the software you choose integrates with the tools you need right out of the box.
6. Prioritize reliability and support
Who supports the support team? When your help desk system has an outage, when a feature is confusing, or when a process needs reworking, how will you get help? Not only do you need to know which support channels are available, but also want to know how quickly you’ll be helped and the competency of the team helping you. Even companies that sell customer service tools aren’t necessarily excellent at supporting their own customers. Read customer reviews to get a sense of support quality — and even run your own tests. Submit sample requests to each help desk support team, and see how timely, useful, and friendly the responses are. When you can’t help your own customers because of a help desk issue, a responsive, informed support team is hugely valuable.
You can also review the Twitter feeds and status pages of your top choices to see how responsive and communicative they are when issues arise. Consider the experience you want to create for your customers and test that against each tool.
7. Look for software that prioritizes customer service
Some platforms serve multiple purposes and tack on support features as an afterthought, but that is a recipe for frustration for your customer service team. A system that treats support as a primary purpose will be much more enjoyable to use, and that translates to better customer service. That doesn’t mean you must use a big, enterprise-level solution, though. A user-friendly and cost-effective platform can grow with you without the overhead of an expensive, complex system.
Questions you should ask vendors
In addition to asking vendors about the functions and features you require, consider asking:
What’s the total cost? Include things like your required number of users, discounts, add-ons, integrations, training, and implementation. Some providers also offer different levels of support based on the plan you sign up for — or charge an extra fee for premium support — so be sure to dig into the details and factor any additional costs into your overall budget.
How long will it take to implement? What is the implementation and onboarding process? How will it be managed? What are the limitations, if any?
What is the switching process? If you are moving from another tool, what can and can’t be imported, and how will that happen? How much assistance will you get? The ability to migrate all of your old data to the new system will save you a lot of time and can reduce the likelihood of losing data you’d like to keep.
Do they have other customers in your industry or at your scale? What case studies do they have demonstrating the benefits customers have achieved from using the vendor’s technology?
What’s on their roadmap? How are they working to improve the product, and what are they planning to add?
Asking for new resources can be a challenge at any time. The best way to convince stakeholders or decision-makers is to be prepared — do your research, understand all the ways this purchase will help, and pitch your plan.
Here are some things to keep in mind:
Go into your software evaluation process knowing the potential objections decision-makers might have, and consider those objections yourself when evaluating the tool.
When you present your findings, address how solving your support challenges will benefitthe company as a whole and help meet its goals.
Identify an internal champion from outside your team (perhaps from IT or legal, for example) to back you up in your decision. Testing your pitch with them to solidify your talking points, get feedback, and maybe even surface some other objections that you hadn’t already considered.
How to address common objections to new software
Here are some ways to handle the most common challenges you’ll face when proposing a new customer support tool.
1. Price: First, be clear on what the total cost is for your existing systems so you can make a fair comparison.
If they say:
“Support can make do with Outlook/Gmail, a Gmail extension, or something free for a bit longer.”
“It's too expensive.”
“We don't have any budget left,” or “I need to use this budget somewhere else.”
“I can get a cheaper version somewhere else.”
Projecting how much will be saved (as measured in time, resources, and headcount) if you add the new software.
Demonstrating how you’re getting a good deal with comparison data on costs for similar tools as researched in your evaluation process.
Explaining how the cheaper solutions won’t be able to scale with the company as it grows and will create more switching costs and complexity in the long run.
2. Resistance to change: People outside of the support team may be comfortable with the way things are now, often because they do not see any of the challenges you are already facing.
If they say:
“I’m OK with our current situation.”
“What’s wrong with what we have now?”
“Support can make do.”
Articulating why this new tool works better than another and naming some specifics about the ways your current tool or process isn't working.
Sharing reasons you need a purpose-built solution. Explain that you need a tool that focuses on meeting the needs of the customer support team and how that will deliver better customer experiences.
Telling a compelling story about the higher quality of service this tool will allow you to offer.
3. Unclear ROI: The financial benefits of your proposed new software should already be covered in your initial presentation, but you may need to highlight some specific aspects.
If they say:
“This tool doesn’t help other departments,” or “It’s not big enough.”
“Why do we even need to invest in a customer support tool?”
“It's just not important right now.”
Breaking down the value you expect in saved time, reduced manual work and duplicate work, and increased focus on customer quality. If possible, show your savings in real dollars using your internal figures.
Tying it back to company goals and long-term business growth. A great support experience can make or break a customer's relationship with your business. Your customer support team can either be a huge business driver to keep every hard-earned customer or a source of frustration and churn.
Explaining how you’ll measure success from this tool and offering to report regularly through the process.
Presenting the risks of taking no action. If your current tool isn’t good enough, it will cost real money.
4. Fear of migrating: Migrating to a new platform can be just as time-consuming and difficult as moving to a new house, so you should anticipate some hesitation from your colleagues. If they say…
“The migration process takes time.”
“Switching tools is a headache.”
“There's too much going on right now.”
“We don't have the capacity to implement the product.”
Demonstrating that you have already done your research and developed a clear plan that covers data migration, educating your team and implementation in a way that won’t disrupt service to your customers
5. Desires to wait for “the perfect tool”: Switching software is exciting — it can feel like a chance to solve every problem all at once. Realistically, of course, no one tool can achieve that goal.
If they say:
“We already have a tool that works for multiple teams and will suffice for support.”
“We want to adopt one platform with features for multiple teams, and support is not the decision-maker.”
“We need these specific features because we've heard of them and assume we'll need them.”
“X company is the safest bet because they do everything.”
Surfacing the costs associated with enterprise-level tools (both upfront costs and administrative staff and training). What makes sense for companies with thousands of employees doesn't make sense for a growing business that needs to move quickly and focus on delighting customers.
Sharing your customer service vision. You don’t need to be in every channel, and it’s better to offer great service in key channels than poor service everywhere.
Sharing the costs of staying put. Taking no action is not free: It means continuing to pay the costs of the problems and limitations that triggered your evaluation process in the first place.
Remember — try your best to not be defensive. It’s normal for people to challenge any spending decision; they’re doing their jobs and thinking through all the potential consequences. And there may be legitimate concerns that should be considered and addressed.
People from other departments can help you think critically and may actually end up changing your opinion. At the end of the day, they need to understand how it helps the company, what it’s going to change, and whether the change is worth the price tag.
Make the right decision for your business
There are many solutions on the market, from stand-alone tools to all-in-one platforms, and searching for the right one can get overwhelming. But if you know what you need the software to help with, you can quickly narrow down the choices and select the solution that best aligns with your unique challenges and requirements. From there, the process will be much more straightforward.
Remember, it all starts by understanding exactly what you’re looking for, then reviewing the available options. Once you have settled on your shortlist, do more extensive research — get in touch with vendors, watch videos, do trials, read reviews, and most importantly, check that your options align with your core requirements.
No matter which software you choose, it’s the service you deliver to your customers that matters. Don’t let the search for the “perfect customer support software” stop you from defining and delivering the service experience that will keep those customers coming back.
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