Foundations of Great Service

Class 2: Selecting Software

The system you use to collect, manage, and respond to customer communications will affect the level of service you provide. In this class, learn how to make an informed choice from the many customer service software options available to you.

4 steps to selecting the right software

Investigate the quality, scope, and consistency of the customer service you are providing today so you can plan your improvements.

Brainstorm all the required attributes and the nice-to-have features you would like in your chosen software platform.

Using your chosen criteria, narrow down your list to the most plausible candidate software.

Make a thorough investigation of your selected shortlist, getting as close to your actual usage patterns as you can.

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