Peak Helpdesk / For revenue teams
The proposal is ready.The customer's ticket isn't.
Sales and support talk to the same customers, but rarely to each other. In Peak Helpdesk the customer is the same person as everywhere in Peak One. Before the meeting you see open tickets and their status, after the conversation a promise becomes a task in Peak Task.
Put the goal into words. Add perspectives and timing right below.
Fictional sample customer · nothing is sent.
Customer / ticket / conversation
One status for sales and support.
- Sales
- Sees the customer's open tickets with status and reason.
- Support
- Gets promises from the conversation as a task.
- Customer
- Doesn't hear the same question twice.
Your customer in the example
Customer, support, open point.
Describe the customer, who looks after them in support and what is open. The preview shows the path and stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. An honest conversation.
Draft · not yet put together
- The customer
- Still open
- Support
- Still open
- The open point
- Still open
From ticket to meeting
Support is part of the relationship, not a side track.
Tickets, appointments from Peak Booking and messages from Peak Chat belong to the same person. Whoever talks to the customer knows what happened last.
- 01Prepare
Check open tickets.
VentesSees the customer's open tickets with status and reason.
With ⌘K you find the customer and their tickets. “Waiting” and “Needs reply” show whether anything is open right now.
Customer → 1 open ticket (sample) - 02Talk
Name the problem first.
SupportGets promises from the conversation as a task.
You raise the open topic before the customer does. An internal note on the ticket records what was discussed.
Conversation → internal note - 03Hand over
The promise becomes a task.
CustomerDoesn't hear the same question twice.
What you promise lands as a task in Peak Task, linked to the ticket. In the example this becomes a handover note.
Sample artifact → handover note
The next proof is the product
Check the customer's tickets before your next meeting.
In Peak Helpdesk you find every customer with ⌘K, see the status of their tickets and record promises as tasks in Peak Task.
Start Peak HelpdeskPeak Helpdesk / Your next step
No proposal ambushes an open ticket.
Try the flow on your example. Then open the customer's tickets before your next real meeting.
See the revenue flow
Help first. Then sell.
Doesn't hear the same question twice.
Frequently asked questions
Can sales see a customer's tickets?
Yes, anyone with access to the helpdesk finds the customer with ⌘K and sees the status and reason of their tickets.
Does Peak Helpdesk show revenue at risk?
No. A revenue view on tickets is planned and not available today.
How do I hand a promise to support?
As an internal note on the ticket and as a task in Peak Task that stays linked to the ticket.