What Is Help Desk Software?
Help Desk Software is a digital system that automates and unifies customer support workflows to resolve end-user requests quicker and more efficiently. It is also referred to as Ticketing System Software, as the core function of a helpdesk centres around improving ticket management - collecting, tracking, categorisation, escalation, and resolution.
With Help Desk Software, customer support teams can:
- Automate repetitive tasks to lighten support teams' workloads
- Handle larger volumes of end-user requests across multiple channels (47% of UK customers use at least five forms of communication channels)
- Easily track and manage tickets from start to finish
- Increase the percentage of first-contact resolutions (leading to higher customer satisfaction rates)
- Provide self-service resources for customers to solve more simple issues themselves (which 67% of customers prefer when seeking help)
Without a ticketing system, scaling and managing customer service processes are challenging, which impacts the level of service provided to customers. 91% of customers say they are more likely to make another purchase if their experience with a brand is positive.
Automated helpdesk tools benefit two groups in particular; support teams/agents and customers/end-users. For support teams, they facilitate seamless ticket collection, tracking, and resolution. For end-users, they ease the process of raising and tracking issues to minimise friction.
There are multiple variations of Help Desk Software, including solutions focusing more on IT technical issues (IT help desks) and others more on customer-facing support. While some larger solutions are built to handle both types of support for internal and external end-users.
Our Expert’s View On...
What Is the Impact of Gen-AI Self-Service On Support Staff When Dealing With Complex Service Issues?
“AI has the potential to allow agents to focus on more complex casework, which in turn can make their roles more interesting and improve job retention. It is important, however, that agents remain comfortable processing minimal support issues, as the reputational risk of errors with these tasks may be heightened.
Hiring processes [also] need to be adaptable so that applications that have been assisted by AI do not gain an unfair advantage.”
Core Help Desk Software Features and Capabilities
Ticket Management
Help Desk Software acts as a central hub for all customer support activities, starting with the creation of support tickets. Ticket management features aim to improve the management and organisation of customer requests. That includes:
- Receiving tickets
- Assigning tickets to the right support agent or rep (accounting for skills and experience)
- Prioritising and escalating tickets depending on when it was raised and by whom
- Tracking the status of tickets
- Closing tickets upon resolution
Multichannel Ticketing
Customer support is offered in various types of forms and across multiple channels including email, phone, live chat, and social media. Instead of monitoring each channel separately, Help Desk Software takes each customer issue from all available channels and converts them into tickets. These tickets are imported into one single point of contact (SPC) and assigned to support agents.
Ticket Automation
Automated help desk workflows are used to free up support staff from repetitive tasks and handle higher ticket volume. Ticketing automation features enable automated ticket routing (through pre-defined criteria such as content and priority) and workflows.
Combined with generative artificial intelligence integration and knowledge base management, ticket automation capabilities are becoming increasingly essential for resolving common and simple customer issues.
Customer Self-service Portals
Customer portals are an integral part of Help Desk Software, enabling support teams to build and maintain a self-service hub. Customers access self-service portals to find a solution to their problem without contacting a support channel - something that 70% of online visitors prefer.
Customer portals can include knowledge bases, common FAQs, instructional documents and videos, community forums, and AI-powered chatbots. Poviding a good self-service hub is important for staying competitive and increasing the chance of customer retention.
Image: The typical self-service support journey for a customer
Knowledge Base Management
A knowledge base is an important feature of a company’s self-service customer portal. Help Desk Software provides the capability to build and manage an information-packed knowledge base that is intended to resolve minimal customer issues and provide an immediate response - in a HubSpot survey, 90% of customers wanted a response in 10 minutes or less.
Knowledge base management features are designed to answer questions - from internal and external end-users - like:
- “How can I change my password?”
- “How many days of paternity leave am I entitled to?”
- “How do I upgrade my subscription plan?”
- “How do I start an offboarding procedure?”
Remote Desktop Support For IT Help Desk
Remote desktop support is a key feature for IT help desks providing technical support. It enables trained IT specialists to access desktops or other devices from any location and provide a quick and easy resolution.
Live Chat App Support/Integration
Most Help Desk Software solutions provide the capabilities to integrate live chat applications. Live chat integration provides real-time support for internal and external customers, offering quick person-to-person interactions and personalised support.
Chat is the top communication channel used by customers when requiring help, ahead of phone and email.
Chatbot and Gen-AI Integrations
Chatbot integration is an in-demand feature among Help Desk Software users and provide benefits such as 24/7 customer support and solving simple problems without adding to ticket volume.
Chatbots are rule-based applications that use natural learning (NL) processes and generative AI models. They are set up to scrap content from a business’s knowledge base resources, enabling it to provide automated canned responses to customer queries. If an issue can’t be resolved, triggers are set up to create a ticket and assign an in-person support agent.
Customer Support Analytics
Analytics and reporting features are used to gain valuable insight into the success of a support team. Customer service managers and directors use this data to understand agent performance and identify areas for improvement. Reports can be generated on:
- Agent response and resolution times
- Customer satisfaction (CAST) scores and feedback
- Ticket volume per agent
- Use of knowledge base resources
Best Help Desk Software Systems
IT Asset Tracker
An IT asset tracking solution with self-service implementation and no-code integration and customisation.
Ideal For
Organisations looking for IT asset tracking and management solution with strong no-code integration and customisation.
Pricing
From £20 per user, per month
Setyl
A cloud-based IT asset and subscription management solution that leverages HR, accounting and MDM data to enhance IT asset visibility and spend.
Ideal For
Medium to enterprise-size organisations looking to manage assets, licenses and people.
Pricing
From £500 per month
Snow Software
A platform that consolidates IT asset data and simplifies spend, usage and compliance workflows.
Ideal For
An integrated platform that simplifies IT estate spend, usage and compliance management.
Pricing
POA
EZOfficeInventory
An Asset Tracking Software solution that streamlines asset check-in/check-out and provides ready-made, self-service reporting.
Ideal For
Organisations with 250+ assets or items allocated internally to different user groups and locations.
Pricing
From £31 per month for 250 assets or items
Certero
A SaaS-based, consolidated ITAM platform with modular components and flexible deployment.
Ideal For
Enterprise organisations looking for a consolidated ITAM platform.
Pricing
From £1 per device, per month
SysAid
An easy-to-customise IT asset and service management solution that focuses on process automation.
Ideal For
Organisations looking for a customisable, quick-to-implement IT asset and service management solution.
Pricing
POA
Benefits of Help Desk Software Solutions
End-User Benefits
- Self-service: A self-service portal empowers customers to resolve their issues online, 24/7.
- Access to a searchable database of information: A knowledge base (KB) includes a wealth of information, like legal documents, step-by-step workflows, product specifications, and tutorials for understanding how to use a company’s product or service.
- Global access for branches and remote teams: Help Desk Software provides 24/7 support across international time zones.
- Multi-channel support: Multi-channel conduits between support teams and end users include email, phone, instant message, social and business networks, voice, and chatbots to connect with a company's Helpdesk.
- Getting started: Training tools – like tutorials, community forums, and demos – enable new customers, new employees, and third parties to onboard at their own pace.
- Access to service-level agreements (SLAs): SLAs may define timeframes for resolving customer issues, enable the measurement of performance metrics, and provide a framework for conflict resolution if customers are dissatisfied with services.
- Artificial Intelligence (AI): Generative AI features like chatbots can provide instant answers to customers and guide them to resolve queries themselves in real-time, 24/7.
Support Team Benefits
- Automated ticket resolution: Help Desk Software alleviates support teams’ workloads by automating many manual and repetitive processes. Predefined workflows simplify onboarding and offboarding procedures. Happy customers mean fewer tickets and higher customer retention.
- Improved support team communication: A shared Inbox will result in less duplicated effort as team members can keep track of a ticket’s history, progress, and status. Tickets may be easily escalated, re-prioritised, or farmed out to support team members with smaller workloads.
- Regulation compliance: Help Desk monitoring software ensures business processes comply with specific industry regulations.
- Identification of support failures: Predictive analytics and reporting software offer actionable insights to help support teams identify customers’ most common challenges and proactively plug gaps in the support process.
- Improved resource utilisation: Ticket monitoring helps to identify possible bottlenecks in the support pipeline.
- Keep teams on the same page: Help Desk Software ensures teams across the board – like management, finance, and human resources – are kept up to date.
Who Uses Help Desk Software?
A Help Desk is the first port of call for a company’s customers, employees, support teams (including outsourced call centres), third parties, and management to find answers to different questions they may have. While troubleshooting problems they may encounter, like:
- Customers: Why can’t I log in?
- Employees: When am I eligible for a device upgrade?
- Support team members: How do I roll back to a previous software version?
- Third-party suppliers: How can I integrate my external application?
- Managers: How much did customer support cost this year?
Help Desk Software for Small Businesses
Initially, small businesses rely heavily on customer reviews and brand building. But, as SMBs grow, they don’t have the resources to review their services. Let alone monitor all forms of support channels. This makes the need for automated help desk functions essential.
With powerful automation, smaller support teams can focus on answering tickets. A medium-sized company will also require similar features and prioritising a scalable model for their growing business.
Help Desk Software for Enterprises
Enterprises need better collaboration between internal departments. As well as managing agents in different countries, time zones, and languages. A key Help Desk Software tool for enterprises is the ability to measure support team performance. By doing so, they can identify gaps in their processes. Helping to implement different strategies to improve and streamline efficiency.
Types of Help Desk Software
There are numerous ways to categorise Help Desk Software. It can be designed to address the needs of a specific industry, department or team, or serve to help a company achieve their service goals.
Other considerations are the number of users, software budget, and whether to choose a Software-as-a-Service (SaaS) or in-house solution.
Popular Help Desk Configurations
IT Help Desk: An IT Help Desk helps support teams to address computer-related issues, like network outages, hardware rollouts, and software updates. It uses automation software to track, monitor, and report on system performance and resource usage. IT support teams also depend on sophisticated security software.
Customer Help Desk: A customer-centric portal provides self-service capabilities for external customers to manage their accounts and resolve problems themselves. It may include multi-channel or one-on-one support for customers to communicate with company representatives. It will usually include a searchable knowledge base so that users can quickly find answers to their questions. A self-service customer portal also allows support teams to collaborate on ticket tracking through a shared Inbox.
Business Help Desk: Business support desks may address internal or external issues. Internal HR, finance, and marketing and sales teams may use specialised Help Desk Software like personnel, accounting, and e-commerce applications. Business associates, partners, and suppliers may use business support desks to access information about a company’s products, services, and financial standing.
Help Desk Ticket Categories
- Technical (hardware and software) and network support
- Product or service enquiries
- Complaint and feedback channels
- Account and billing management
- Legal policies, like employment and SLA queries
- Security and access management
What Help Desk Software Does a Business Need?
Creating a Helpdesk is an ongoing process. Changing business requirements, customer needs, budgets, hardware capabilities, and new product features will dictate what software is necessary to achieve a company’s support goals.
However, the first consideration for businesses is whether to develop a customised Help Desk and mix and match the software they want to use or buy into an existing solution. Making this decision involves researching open-source and proprietary systems, and analysing costs.
Tips for Getting Started
- Assign a dedicated team to Help Desk planning.
- Use customer and support team feedback to list the service problems that need to be addressed and the company’s support goal(s). Goals can be as varied as increasing ticket resolution or identifying missing functionality.
- Walk through, and report on, a typical support day, including the time taken for different tasks.
- Identify similar and disparate business requirements and customer needs. This will help the planning team discover what tasks a self-service portal can address that will benefit both support teams and customers. Examples of these types of tasks are account updating and ticket tracking.
- Identify where AI can automate mundane, labour-intensive routines, and technically challenging procedures.
- Identify customer support metrics, like what channels are used the most often to submit queries and how long it takes to resolve tickets.