# How to Choose the Best SMB Customer Support Software
<p><span style="font-family: verdana;"><br /></span></p><p><span style="font-family: verdana;"> </span></p><div class="separator" style="clear: both; text-align: center;"><a href="https://1.bp.blogspot.com/-3B6ThDNue-4/YQ0tuDe1auI/AAAAAAAAADs/mfU_4SL_1-YOrjEWvvAlUvybK2dK5hDbwCLcBGAsYHQ/s663/How-to-Choose-the-Best-SMB-Customer-Support-Software.png" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: verdana;"><img border="0" data-original-height="427" data-original-width="663" height="339" src="https://1.bp.blogspot.com/-3B6ThDNue-4/YQ0tuDe1auI/AAAAAAAAADs/mfU_4SL_1-YOrjEWvvAlUvybK2dK5hDbwCLcBGAsYHQ/w527-h339/How-to-Choose-the-Best-SMB-Customer-Support-Software.png" width="527" /></span></a></div><span style="font-family: verdana;"><br /></span><p></p><p style="text-align: left;"><br /></p><span id="docs-internal-guid-eed3a750-7fff-1b36-b383-570c7a455ba5"><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Small and mid-size businesses are often met with praise for providing a personalized customer experience. Consumers usually state something like, “They treat me like a person, as compared to [insert large organizations here].” However, it does not mean that it is easy for small businesses to provide quality customer support as they have few people wearing too many hats.</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><span style="background-color: transparent; font-size: 12pt;">Customer retention is a serious task for small and mid-size companies, so they must provide excellent customer support. With fewer hands on the deck, it is easy to lose track of all their customer support conversations, questions, queries, follow-ups across various channels. Besides, small and mid-size businesses are probably pressed for time and resources. Even if they deploy the best customer support team, what matters is how they deal with customer issues. One slip down can lead to brand abandonment.</span>
</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Is your customer support team facing similar issues? Are your agents overworked, and your support team misses important customer queries? Do your customers have to wait for days to get a response, and whenever they get the response, they’re somehow unsatisfied?</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Well, there can be multiple solutions to this problem. You could always hire more agents to deal with abundant customer queries. However, the best way out is picking the best </span><a href="https://www.deskxpand.com/customer-services-software/" style="text-decoration-line: none;"><span face="Calibri, sans-serif" style="background-color: transparent; color: #644fe0; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">customer support software</span></a><span face="Calibri, sans-serif" style="background-color: transparent; color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"> catered explicitly for your needs. This can get tricky if you don’t know the way forward.</span></span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">That’s the whole context of this blog – how to choose the best SMB customer support software! Let’s start!</span></p><h2 dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 19pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 16.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">What Is an SMB Customer Support Software?</span></h2><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">An SMB customer support software can be defined as:</span></p><p dir="ltr" style="background-color: #f6f4ff; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: -8pt 0pt 15pt 0pt; text-align: justify;"><span face="Calibri, sans-serif" style="background-color: transparent; color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; font-family: verdana; height: 62px; overflow: hidden; width: 70px;"><img height="62" src="https://lh5.googleusercontent.com/MEuO_hk_J_v9PQ4ZwTyb-9-1c4Hn8xU5I9oRm7hJ0ilFODo_jhhaT9k1gSwnRGjj46andwQBtmSMhS8jZbDxxxyu6HxAmyx2SmJ8wZwNZa2Qur_BN-Xs3_oL6eyBdEJZf5vKNVWh" style="margin-left: 0px; margin-top: 0px;" width="70" /></span></span></p><p dir="ltr" style="background-color: #f6f4ff; line-height: 2.03684; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 15pt; text-align: justify;"><span style="background-color: transparent; color: #707070; font-family: verdana; font-size: 19pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; vertical-align: baseline; white-space: pre-wrap;">A tool that enables small and medium scale businesses to bridge the gap between the customers and support agents. It is an inclusive software that equips companies to assign, organize, manage and track customer queries accurately and, more importantly, on time. It is a touchpoint that a customer can reach out to to get help with a problem related to your products and services.</span></p><p dir="ltr" style="background-color: #f6f4ff; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 15pt; text-align: justify;"><span face="Calibri, sans-serif" style="background-color: transparent; color: #707070; font-size: 19pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; font-family: verdana; height: 62px; overflow: hidden; width: 70px;"><img height="62" src="https://lh6.googleusercontent.com/LIGjKnn0mkBAIdd0pyj2jQhCQmN1ZBTqrPwo6izInpWniUMEXOOnzLfKuVRG2pvLl-l_D_EPFmZ23IPOofbpJF_xv6pebO0L9ZgSML7b0YKTrvLpfYFYx5z2uELgUqduWGXs4c8R" style="margin-left: 0px; margin-top: 0px;" width="70" /></span></span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">So, how does it work? How does a tool make it easy for businesses to do all that? An SMB customer support software lets you manage everything from a single dashboard. It comes with robust features that help you streamline all customer-facing queries on a single platform.</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Your queries from different channels are registered in the form of tickets. It automates certain manual tasks like ticket assignment, ticket registering, follow-ups, sending notifications, etc. It lets you categorize issues based on priorities, comment within the ticket, shift from one channel to another (without starting all over again), and manages everything as you need.</span></p><h2 dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 19pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 16.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Why Use SMB Customer Service Software?</span></h2><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 23pt; margin-top: 0pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Now you know what an SMB customer support portal does. It is fair to say that an SMB customer service software revolutionizes businesses through excellent customer support. Here are a few reasons why:</span></p><ul style="margin-bottom: 0px; margin-top: 0px; padding-inline-start: 48px;"><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">It enables quicker responses and reduces the overall response time.</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">It helps you focus on your loyal customers and helps you retain them.</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">It simplifies support through multiple channels by bringing it all together on a single interface.</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Provides transparency as your customers can be involved in every stage of resolution.</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Internally connect your agents and tickets.</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Helps you prioritize requests by framing relevant SLA policies.</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Provides a central system for data sharing.</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 57pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Saves time by implementing automation features.</span></p></li></ul><h2 dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 19pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 16.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">5 Steps to Pick the Best SMB Customer Support Software</span></h2><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">When choosing a portal or software for your organization, you must come up with a plan first rather than jumping into investing. Here are five steps to help you get through:</span></p><h3 dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 15pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 15pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Step 1. Note Down Your Needs</span></h3><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 23pt; margin-top: 0pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">The very first step is to know exactly what you need. Ask yourself questions like:</span></p><ul style="margin-bottom: 0px; margin-top: 0px; padding-inline-start: 48px;"><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">What do my support agents need help with?</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">What are the roadblocks in your current support process?</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">What are the features that will help you deliver faster?</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">What are your customer’s pain points?</span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; list-style-type: disc; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 57pt; margin-top: 0pt;"><span style="background-color: transparent; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">What is lacking from the admin’s perspective?</span></p></li></ul><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Once you have these answers, jot them down. Refer to these notes and create a list of things that are critical and must-have. Make separate lists of major and minor issues. This process will help you discover issues from the core.</span></p><h3 dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 15pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 15pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Step 2. List down the Features</span></h3><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">After making a detailed list of things that trouble your customer support, you need to research and jot down the features that you expect from the software. You must do this before actually looking for a tool or software. Listing down features will give you clarity. You must prioritize according to your needs.</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 23pt; margin-top: 0pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Here are a few must-have features and its quick overview:</span></p><ol style="margin-bottom: 0px; margin-top: 0px; padding-inline-start: 48px;"><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 28pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Ticket Import and Assignment</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">Ticket import and ticket assignment are the most basic ticket management features. These features ensure that no query is missed and the right query goes to the right agent according to their expertise.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Shared Inbox</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">A shared inbox is a simple, intuitive, and integrated mechanism for managing all the support tickets. It also lets you manage multiple customers from multiple channels at the same time from a single place.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Omnichannel</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">With the help of omnichannel features, you can engage with your customers across channels of their choice. At the same time, your agents can manage all this from a single place.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">SLA Agreements</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">SLA agreements let you configure various timers to measure your ticket’s time in each stage of your workflow. Pick a customer service software where SLAs and escalation rules can be set up and modified based on your real-world performance. This may include setting up practical due dates, response time, routing workflows, and so on.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Live Chatbots</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">Live chatbots make customer’s lives easier as they can get answers on the fly. If they get a satisfactory answer through the chatbot, they’ll not raise queries. This can save your agent time. In case of complex queries, chatbots help you keep the customers engaged until an agent takes over.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Automated Ticketing Features</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">Automate processes like workflows, ticket import and assignment, service level agreements, ticket status updating, notifications, escalations, and more.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Chat Within the Ticket</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">While selecting an SMB portal, look for features that let the agents comment or chat within the tickets. This way, the transition from one agent to another becomes simpler.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Collision Detection</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">Collision detection enables agents to view if someone else is replying or working on the same ticket. This saves potential collisions and eases the overall workflow. Agents can also merge similar tickets to minimize redundant efforts.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Customer Self-Service</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">A self-service feature is a necessity and not an option. A self-service knowledge base relieves your agents from answering the same queries again and again.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Reporting and Analytics</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">With various data metrics, you can gain actionable insights and get a complete view of your support performance. You can evaluate your strategies by predicting the behavior of prospective client queries based on customer data.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Canned Responses</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">Canned responses simply refer to pre-saved or pre-formatted text for future use. Such messages serve as a quick reply and save time for your agents. It saves the support reps from typing repetitive answers time and again.</span></span></p></li><li aria-level="1" dir="ltr" style="color: #252525; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; list-style-type: decimal; margin-left: 33pt; vertical-align: baseline; white-space: pre;"><p dir="ltr" role="presentation" style="background-color: white; line-height: 2.4; margin-bottom: 4pt; margin-top: 0pt;"><span style="font-family: verdana;"><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Customization</span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 13.5pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span face="Calibri, sans-serif" style="background-color: transparent; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 400; vertical-align: baseline; white-space: pre-wrap;">Select an SMB portal that enables you to connect with your targeted audience on a personal level. This increases your brand identity.</span></span></p></li></ol><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">After you’re done making a detailed list of the features you need, the next step would be to fix a budget and start looking for viable options.</span></p><h3 dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 15pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 15pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Step 3. Compare Multiple Software</span></h3><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Research and find out the best software available in the market.</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Compare the specifications of each tool and see if it matches your requirements. Beyond features, look if the tool you pick provides third-party integrations or not.</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Decide whether you need integrations or not. If yes, then do the software come with powerful integrations?</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">If not, cross them off the list.</span></p><h3 dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 15pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 15pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Step 4. Check The Pricing Plans</span></h3><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Once you know whatever features and integration you want and don’t want, figuring out your budget won’t be difficult. Let’s say you have six from the list of ten tools. And you still need to bring this number down to three to make a final decision. Therefore, the next crossing out criteria is pricing plans.</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Keep your budget in mind and scan the pricing plan. Compare various tools and their functionalities, and figure out the three best options from all the available ones.</span></p><h3 dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 15pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 15pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Step 5. Never Purchase Without a Free Trial</span></h3><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Now that you have shortlisted three tools after this intensive research, all you’ve to do is try them out. Immediately skip the one that doesn’t offer a free trial. Transparency is a must when it comes to buying an SMB customer service portal. Try them out and judge for yourself. See if it is easily adaptable or not. Let your support team in on the decision too. After all, they’re the ones who’ll be working on it.</span></p><p dir="ltr" style="background-color: white; line-height: 2.4; margin-bottom: 0pt; margin-top: 0pt; padding: 0pt 0pt 23pt; text-align: justify;"><span style="background-color: transparent; color: #252525; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">So, this was all about how to choose the best customer service software for small and mid-size businesses. If you are looking for a robust customer support tool or need a starting point, DeskXpand is a great choice. Not only does it offer all the features, benefits, and integrations mentioned in this blog, but it also comes at an affordable price! Get started today.</span></p><h3 dir="ltr" style="background-color: white; line-height: 2.04545; margin-bottom: 0pt; margin-top: 0pt; padding: -19pt 0pt 8pt 0pt; text-align: justify;"><span style="background-color: transparent; font-family: verdana; font-size: 14pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">The Article is Originally Published On:</span></h3><p dir="ltr" style="background-color: white; line-height: 2.04545; margin-bottom: 8pt; margin-top: 0pt; padding: -4pt 0pt 0pt 0pt; text-align: justify;"><a href="https://www.deskxpand.com/blog/how-to-choose-smb-customer-support-software/" style="text-decoration-line: none;"><span style="background-color: transparent; color: #1155cc; font-family: verdana; font-size: 12pt; font-variant-east-asian: normal; font-variant-numeric: normal; text-decoration-line: underline; text-decoration-skip-ink: none; vertical-align: baseline; white-space: pre-wrap;">https://www.deskxpand.com/blog/how-to-choose-smb-customer-support-software/</span></a></p><div><br /></div></span>