Anyone who has worked in a client-supporting role knows that a big part of the job is finding solutions to client issues or requests. One way to do this quickly and efficiently is with the help of a ticketing system.
Service businesses use ticketing systems to receive, manage and respond to client requests. These systems create a ticket for each new request — submitted by email, phone call or sometimes through a ticketing interface. The system will then record all the relevant information about the request and create a record that employees can reference as the issue is resolved.
But internal support teams know not every ticketing system is built the same, and successfully managing client request tickets can often depend on the features their platform may offer. One of the most important features a team will use is the ticket dashboard.
In this article, we’ll break down everything you need to know about ticket dashboards to better support your clients. That includes:
A ticket dashboard collects all client tickets and provides a centralized place for support teams to view and manage the issues and requests. The dashboard provides a quick, visual overview of ticket status, ticket volume and overall team performance.
Having these insights available in one dashboard can give leadership the data they need to easily make informed decisions about employee utilization and client relationships and can help pinpoint common issues that may need to be addressed company-wide.
Any business serving customers or clients can benefit from a ticketing system and that can range from professional services businesses to retail to your internet provider. If a company sells a product or offers a service, they probably also have some kind of ticketing system to manage client questions or issues — although the complexity of those systems can vary greatly from business to business.
The people in those companies that are most likely to use a ticket dashboard are support teams and other client-facing roles. These individuals are likely the ones managing new requests and communicating solutions with clients and they will benefit from having a dashboard to reference for details about a specific request or the status of assigned tickets.
Another group that will often use a ticket dashboard is company leadership. While they may not be managing the tickets or responding to clients themselves, a ticket dashboard can provide important insights into team performance and ongoing client concerns to help guide leadership decisions.
With access to the detailed information in the dashboard, leadership can determine if their support team needs additional employees to meet increased ticket demand. They could also use the ticket dashboard to see how long their team takes to resolve tickets — helping determine the amount of billable time each client requires and whether or not the client relationship is still profitable.
Not only do ticketing systems give your support team a better way to track calls, emails and other client requests, but they also help boost your internal efficiency with better organization, communication and record-keeping. Below we’ll cover some of the benefits a ticketing system with a robust ticket dashboard can bring to your support team and your business overall.
No client wants to be kept waiting. The faster issues can be resolved, the better. Using a ticket dashboard helps track tickets in progress, including ones that are pending or overdue. This helps leadership determine whether there are performance gaps, where those gaps are and what to do about them.
Automated ticketing systems can also route calls to available support team members and instantly provide historical client data to help resolve the issue quickly. This eliminates time spent routing calls and getting reps up to speed since they already have the details in front of them.
With automated ticket allocation, your team will spend less time on mundane tasks like call routing or data entry — providing more time to reduce any ticket backlog. Since a ticketing dashboard gives management a bird’s-eye view of overdue tickets, they can take action if open tickets begin to accumulate.
Reducing or eliminating support ticket backlog will reduce the chances of support staff burnout and will help your team respond quickly to new client requests — creating a better client experience overall.
If your company has a high volume of support tickets, this benefit is especially important. A ticket dashboard helps you organize and track tickets for the entire customer service department. A centralized dashboard means support staff can easily reference past tickets, client records and communication histories to help solve new client requests with minimal effort.
Advanced ticket dashboards also allow teams to label and prioritize tickets based on urgency, assignee, request type and more — making it easier to identify patterns and address recurring issues.
Automated routing and better workload management means your support team will have more time to deal with issues on a case-by-case basis. That means they can offer more personalized solutions to the client’s problem.
Your clients feel more valued when your employees can spend time addressing their concerns, and in turn, they’ll be more likely to leave the interaction with a positive impression of your business. That experience will make them more likely to stay loyal to your business and recommend your services to others.
Your company probably has multiple support channels people can reach you through — email, phone, social media, chat and more. If one customer is communicating with you over multiple channels for the same issue, that can get hard to handle.
Luckily, an advanced ticketing system can consolidate all communication from a client into one client record, regardless of how they’re reaching out to you.
Finding the right ticketing system to manage your client requests can be difficult, especially when there are so many variables to consider when selecting the best fit for your business. Beyond accounting for pricing and integrations, there are some critical ticket dashboard features you’ll want to consider to get the most out of your platform.
For professional services teams, the client work management platform Accelo offers the best ticketing solution with all these features and more. Accelo is an end-to-end solution for client work that connects your CRM, sales, project management, ticketing, retainers, billing and more to streamline all aspects of your business into one centralized platform.
Accelo's ticket dashboard provides a quick overview of all client support activities
With access to consistent and reliable data about your client work and your client tickets, your team has the insights needed to build and maintain more efficient workflows. And with built-in communication features like a full client communication history and a customized client portal, you have the tools needed to create a positive client experience from prospect to payment.
If you’re not already using a ticketing system and dashboard, now’s the time to upgrade. It’ll help you manage tickets more efficiently, reduce stress among your support team, create a more consistent client experience and increase overall client satisfaction.
Accelo’s ticketing dashboard is packed with features to help you improve your client support workflows. Ready to see it in action? Request a demo to see what the platform can do for your service business.