Class 2: Selecting Software

Mathew Patterson | January 22, 2021

Work through these four steps to select the right help desk software for your situation:

  1. Audit your current service.
  2. Create a list of wants and needs.
  3. Winnow down your options.
  4. Evaluate your chosen options.

If you’ve subscribed to this series, you’ll also receive a handy customer service audit spreadsheet to make the job a little faster!

Mathew Patterson

After running a support team for years, Mat joined the marketing team at Help Scout, where we make excellent customer service achievable for companies of all sizes. Connect with him on Twitter and LinkedIn.