Teams | Collaboration | Customer Service | Project Management

Slack Integration with OneDesk

Slack is a cloud-based instant messaging platform that replaces internal communication overhead, such as emails, through chat rooms (known as channels). Each message is organized by topic, department, projects, private groups, and more into these channels enabling users to respond according to their priority. What makes Slack unique is that it promotes one-on-one team collaboration and that allows the user to resolve a problem right away, eliminating unanswered emails and high response times.

How a wifi service company utilizes OneDesk's CRM features

There is no shortage of software positioned as being staples for the everyday business professional. From accounting to procurement to reporting, businesses need a variety of software to keep themselves running. Not only is it difficult sourcing all of the tools needed to cover all aspects of their operations due to the sheer number of options, but it is also difficult getting all of these pieces working together seamlessly.

Quickly Build your Mailchimp Audience by Integrating OneDesk

Mailchimp is an end to end marketing platform that started as an email marketing tool alternative to the expensive email software in the early 2000s. The goal was to provide small businesses access to technological resources and tools to grow like their larger counterparts. Today, it has evolved into a robust customer relationship management system that understands patterns in customer data and uses that insight to target the appropriate audience.

How a custom software company builds software using OneDesk's customized webforms

For companies that work on custom requests, it is paramount that they nail gathering requirements from their customers. We live in an increasingly distributed work environment, which sometimes exacerbates the difficulties in ensuring everyone is on the same page. When people aren’t aligned on expectations or requirements, it can delay when work is actually started, which is not ideal for the customer requesting the work and the company that is providing the service.

How a mortgage company utilizes the conversations feature on OneDesk

As companies and teams become more and more distributed, communication only becomes more important. For organizations that deal with finance matters, this is only more true. There is no room for miscommunications and distractions when there are large amounts of money being transferred and worked with. One client came to us seeking a solution to their management of tickets, along with some sensitivity to permissions, communications, and the ability to track change.

The Basics of Agile Project Management Using OneDesk

The principles of Agile project management took root in the software development and engineering fields. There are many different methodologies (such as Scrum or Kanban) on how to implement these processes, but agile does not have to be complicated and can be applied to any field (but maybe shouldn’t be). This article aims to take you a few steps beyond the simple principles of Agile, with actionable information, while avoiding the dogma of any particular methodology.

All About Reports in OneDesk

OneDesk ships with some pre-set report templates included. These let you quickly generate reports on tickets, tasks, projects, timesheets, and invoices with just a few clicks. However OneDesk also includes powerful tools to let you create your own report templates, schedule them so that they run without your interaction, and can be automatically emailed out to you, your team, or your management.