Peak Helpdesk / For customer success
The meeting is tomorrow.So is last week's problem.
Customer success is often the last to learn a customer had trouble. In Peak Helpdesk the customer is the same person as in Peak Booking and Peak Chat. You see their tickets, their status and the reasons before you call, and record promises as tasks in Peak Task.
Put the goal into words. Add perspectives and timing right below.
Two typical moments. One shared status.
One customer / two typical moments
From ticket to a prepared conversation.
- Before
- The customer's open and solved tickets with reason
- During
- What was promised is on the ticket
- Afterwards
- Follow-up task in Peak Task, linked to the ticket
Your next customer conversation
How would you prepare it?
Create a local note with neutral sample details. Please don't enter real customer data; nothing is saved or sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. A well-prepared conversation.
Draft · not yet put together
- The occasion
- Still open
- The contact
- Still open
- The follow-up task
- Still open
Two moments in the customer journey
What's coming up with your customer?
Choose the moment. Checks, next step and sample note follow the situation.
Existing customer
A quarterly review is coming up. The customer had several requests in recent weeks.
- The action
- Open the customer's tickets, read reasons and status and note open points.
- The intent
- A conversation in which the problem is no surprise.
The meeting note
- Tickets
- Two solved, one waiting (sample)
- Reason
- Delivery question, still open
- Afterwards
- Feedback as a task in Peak Task
The example makes the flow clear. The product proof shows where it starts in Peak Helpdesk.
To the product proofDoes this fit you?
A clear history. Clear limits.
A customer
everyone knows.
This is where Peak Helpdesk helps.
- You want to see what a customer has already asked before a conversation.
- You want to record promises as tasks instead of in your head.
- You want to see reasons and satisfaction over 30 or 90 days.
No prediction
What Peak Helpdesk doesn't do.
- There are no churn signals or predictions; they are planned.
- Peak Helpdesk doesn't message your customers on its own.
- An automatic satisfaction survey is not available yet.
The next proof is the product
Open your most important customer's tickets.
In Peak Helpdesk you find every customer with ⌘K, see the status and reason of their tickets and create follow-up tasks in Peak Task.
Start Peak HelpdeskPeak Helpdesk / Your next step
Good relationships start with a good memory.
Pick the moment that's next for you. The right flow follows from it.
See the customer success example
For a conversation without surprises.
Follow-up task in Peak Task, linked to the ticket
Frequently asked questions
Can I see all of a customer's tickets?
Yes. The customer is one person in Peak One. With ⌘K you find them and their tickets with status, reason and history.
Is there an automatic satisfaction survey?
Not yet. The team records a satisfaction of 1 to 5 on the solved ticket. Automatic surveys are planned.
Does Peak Helpdesk warn about churn?
No. Churn signals and predictions are planned and not available today.