CRM Help

Customer Support

Zoho CRM provides the Customer Support & Service management (Help Desk) features, such as Cases (Trouble tickets), Solutions (Knowledge base), Case Routing & Escalation through Workflow rules, and easy to deploy Web-to-Case forms for capturing customer-specific cases through Websites. In addition, you can also synchronize customer-specific email messages as Cases from Microsoft Outlook mail client to the Cases module in Zoho CRM.

The Cases and Solutions functionality can be used to streamline organization-wide Customer Support processes by integrating Sales & Customer Support in a single system. Integration between Sales and Post-sales support management helps organizations in resolving the customer reported cases in the least possible time, enhancing customer satisfaction and allowing for more cross-selling and up-selling opportunities in future.

Cases

Cases refer to the feedback received from the customers on various issues pertaining to the use of products or services.
Create Cases | Associate Cases | Approve Cases | Case Assignment Rules | Case Escalation Rules | Standard Fields

Solutions

Solutions refer to the resources within the organization that enables solving repetitive problems encountered by customers.
Create Solutions | Associate Solutions | Standard Fields

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