New! Improve Customer Service with the Cases App

Lynda Byrne — Thu, 19 Nov 2015 18:05:30 GMT

Small businesses need to provide top-notch service to keep their customers loyal and to stay competitive. So, to elevate the level of customer service Method customers can provide, we created the Cases app — an effective tool to track and resolve your customer’s concerns or requests.

What is it?

The Cases app is a tool for creating and tracking customer service issues that help your team share information and collaborate to find resolutions.

Why should I be psyched about this?

With the Cases app, your team is equipped to deliver superior customer service. They can say goodbye to time wasting email threads and spreadsheets because the Cases app makes it easy for the team to create a trail of breadcrumbs leading back to the customer’s original issue as they work to resolve it.

And, the Cases app keeps everyone on the same page — no more confusion and miscommunication amongst your team, or worse, with your customers. Now, when a customer calls in for an update on their issue, anyone on your team can speak with the customer since everyone is in the loop on each customer’s case history and real-time status.

The Cases app also provides your customers with a “self-serve” option, where they can log into their customer portal to check on the status of their case. The customer portal also enables your customers to create, comment on, and close their case, which further speeds up the process of resolving each customer issue.

How do I get started?

For the full step-by-step ‘How-To’, check out our Cases documentation or watch our tutorial video.

To get started using the Cases app from within Method, start from your Method dashboard and hover over the left navigation menu:

Click Install Apps (second last icon) and select the Help Desk Pack
Click Add Pack
Click Cases and check off the Access Permission for yourself and others
Click Install button

If you’re not yet a Method user, start a 30-day trial today!

Method General Q & A

New! Improve Customer Service with the Cases App

What is it?

Why should I be psyched about this?

How do I get started?