The sales part is only to receive forms from the webpage. This part is a bit more complicate to setup. You need help from the IT department, but it's worth it.
In addition, it has an integration with Salesforce (we actually didn't use it, but it's a good thing to have) and other CRM's. We had integration with Pipedrive via Zapier, which was tedious because we had to pay extra to have it.
- Desk.com automatically tracks analytics on all cases coming in and going out.
- Desk.com helps prevent multiple people from working on the same case. However, it does allow us to assign the case to someone else if we feel that person is more qualified to address the case.
- Desk.com has very few bugs or server issues that we've seen. This helps prevent any delays in communicating with our customers.
- It has a little bit of lag sometimes, especially when we're working on a lot of cases at once. It could be smoother in that aspect.
- Case filtering based on custom parameters (labels, assignments, time rules) is easy to set up and manage
- Basic case handling (responding to emails, adding notes)
- Customized / branded outbound email templates
- Knoweldgebase tools included in the price of the software
- Internal knowledge tools are clunky and annoying to access, outside the regular workflow of everyday staff
- Arbitrary and confusing limitations in business rules and custom fields
- Arbitrary and confusing limitations in case handling - for example, if you begin a case as a phone call you CANNOT email the customer from the case. As though no one working at Desk has ever sent a follow-up email...?
- Not very good for B2B, mid-to-large businesses. Difficult to set business rules based on company information (for example, service level/tier) and nearly impossible to track key stakeholders and get clear insight into the relationship at a high level
- Reporting tools are clunky, slow, and just all-around pretty useless
- Extremely easy to adopt
- Easy to scale
- New analytics dashboard is missing some basic functionalities and I don't see it as an upgrade compared to the old one
- Their own support team does not shine
- Salesforce integration needs some polishing
- Desk.com makes tracking customer inquiries easy. A ticket is created for each customer email by linking to our main customer support email address, and we can create tickets manually for logging phone calls. This allows us to have more than one person keeping track of all inquiries, and we can ensure that everyone in our customer support group is fully aware of all inquiries that particular customer has made, since all are tracked under the customer.
- Desk.com allows us to put metrics around our customer inquires and IT problems by allowing each ticket to be categorized by subjects of our choosing. This way, we are able to track items of importance to our group, running reports on the different labels used for our tickets, and giving us an overall view of what is being inquired about most, allowing us to see any problems or major concerns in real time.
- Desk.com provides much flexibility for our needs as a company, allowing us to tailor the software for our everyday use. We are able to set up our own email templates, macros, and information site, as well as labels that are more specific to the work we do.
- I would like to be able to have more ability for customizing the Desk.com agent dashboard for my own particular ease of use, such as hiding columns/rows and more sorting capabilities.
- I would like to have the ability to add more than one signature for my emails, with capabilities similar to Outlook email software.
- Perhaps having more status options for tickets would be helpful as well, besides just open, pending, and resolved.
- Organization: Simple and clear.
- Support document creation and updating.
- Efficiency systems that save thousands of man hours.
- Greater support for multi-language operation.
- More built in features, instead of the sheer reliance on plug-ins.
- Easier color coding.
- Produce valuable metrics/analytics geared specifically towards your organizations business needs.
- Provide immediate support and solutions to its clients
- Customizable packages to help your organization transition smoothly to their CRM system
- Improve native chat feature. Their current native chat feature did not support or meet our needs and we would like to see them bring this feature up-to-speed with other chat services/interfaces.
- Offer more functionality for clients who manage multiple brands in one Desk.com account.
- Multiple email signatures for agents who work under multiple brands working from a single Desk.com account.
- Everyone is allowed access to see the previous cases and emails coming from the customer.
- We can keep track of the cases and customers and forward it to the right person.
- Desk provides data and analytics to see how users are performing.
- It takes too long to load attachments and photos.
- We can't see the original email when people are forwarding us emails. Especially if they have images in the email, we can't see it.
Photogenic Inc., is a national souvenir photography company that sells memorable photographs at multiple tourist venues across the US. Although the company is extremely efficient at providing an exceptional photo package for our guests, there are always the inevitable IT issues somewhere along the line. This is where Desk.com helps our company stay on top of any issues that might be overlooked by any one of our employees across the company. Since we upload all photographs to a website, customers will often need help locating their photo or purchasing their photo online. When they email our customer service department, we receive a ticket in Desk.com. Our Customer Support team will then classify that ticket under one of many categories within Desk.com and we can precisely allocate and prioritize each ticket among the service team.
- Overall, what I like most about Desk.com is it's user interface. Desk.com looks like any normal email platform, and acts in a very similar fashion. I like to equate this to my experience of using Intuit's Quickbooks versus Microsoft's Great Plains - the transition from a very user-friendly program like Quickbooks to a more complex system like GP was a bit daunting for me. However, when I started working in customer service with Desk.com, I felt like I already knew the system even though I had never seen it before.
- Desk.com offers great reporting tools that help companies examine where their weaknesses and strengths are. For my company, we can see which one of our venues sees the most customer service tickets, and then take that information to help diagnose what possible problems the venue may be encountering. Without Desk.com, it would not be nearly as easy to see what locations are having difficulties.
- It seems like a no-brainer thing to say, but the fact that Desk.com organizes tickets chronologically makes life easy for us on the Customer Service Team. If there is ever a weekend where we don't have someone on Desk.com, we can come in Monday morning and knock out the tickets effectively while still maintaining a good turnaround time for our customers.
- When I tag my name with a ticket and then respond to a customer's email, the customer will reply back but the ticket will no longer be assigned to me. Rather, it will be assigned to no one. To us, it looks like we have a new unassigned ticket, even though I had already assigned it to myself. This might be an issue with our system alone however, but this can be frustrating at times.
- When looking at the home screen in Desk.com, I wish the emails would have the ticket number listed in plain view. When one is looking for a particular case, it can be tedious to have to click on a ticket individually just to find a ticket number.
- Defining reporting categories could be made simpler. I know that our CEO wanted to change the category names for a specific report, and I recall him having difficulty doing that on his own without help from the IT department. I however, haven't had to change any report, so I am speaking purely as a bystander on this point.
- Desk.com is a great tool for tracking client issues and requests. It is easy to configure and change as your business changes. Building rules and logic is easy with the Desk.com interface.
- Customer care metrics are easy to track with the help of Desk.com
- The product does have a fair amount of outages.
- Desk.com is powerful. ===> They have a robust feature set with lots of customization options.
- Desk.com is beautiful. ===> I'm consistently blown away by how fun and intuitive the User Interface is.
- Desk.com is fun. ===> The "achievements" feature makes working on cases kinda fun. Crazy, I know!
- Desk.com is affordable. ===> I LOVE this part about Desk.com. I still can't believe how damn inexpensive they are, ESPECIALLY when compared to other solutions...ones that aren't even half as robust as Desk!
- There are so many features and options for customization that Desk.com can be a bit overwhelming at first. This fades quickly, though. In my case, it was helped by the "gameified" setup process. I earned "bonus" Flex Hours for each setup task I completed. Silly as it sounds, that actually made me WANT to push through every corner of the setup process, just to get all the Hours! Very cool.
What I am is a guy who put a lot of professional capital on the line recommending Zendesk, and then watched that become a spectacular failure.
I knew that I had to find something better for implementing my own help desk, and thank God I discovered Desk.com. I only wish I would have found them sooner.
If you are considering going with Desk.com as your help desk, support center, or knowledge base, you would have my full, unreserved endorsement of that decision.
Desk also makes it easy to assign cases between teams. Since our cases are not mutually exclusive, this is very important to us. Additionally, it gives us the freedom through the Help Center and Help Center form to assign rules/labels based on the type of case and be way more efficient in resolving cases.
- Help Center. Desk has worked endlessly with us to perfect our Help Center. They are dedicated and willing to work in order to make your product right.
- Customization. Though we exceeded the rule limitation for Desk, they have still allowed us to take their product and make it our own. We have our own labeling, and priority system which help us hit important SLAs.
- User education. Whenever there is a new feature released, I feel like I'm in the know about it which is extremely important when we've been requesting certain features for a long period of time. Their communication is on point.
- Business Insights. Not quite there yet with the analytics, but they have made leaps and bounds when it comes to this area so I can't really complain.
- Hitting limitations. We have maxed out Desk in a few things (filters, rules, etc.). However, with this being said, they worked tirelessly with us to find workarounds.
- Admin powers. That page needs a facelift for sure. It's hard to navigate and I find myself constantly saying, "where is X again?"
We currently use Desk between two teams, and at one time we had three. It was stretching Desk VERY thin in terms of rules, filters, and organization. If you have multiple teams that have their own separate ideas for how they want Desk to run, you may be better off getting more than one Desk account.
- Great layout for receiving and responding to email inquiries.
- Great Desk.com support including training for new team members and support for questions and inquiries regarding the Desk.com options.
- It's easy to create Macros which is nice to streamline across all agents.
- We need a quicker way to log in-person tickets as most of our questions occur face-to-face.
- While the act of pulling reports is pretty easy based on what you're looking for (by label, by custom field, etc.), the report can only pull so many labels at once and is a laborious process.
- Sometimes the reports show different numbers under various headings like "Times Applied" vs "Cases Resolved" (for labels) so it could be clearer to know what each one means. There are definitions online but not super clear.
So, you'd want to ask yourself how important creating tickets for in-person inquiries is, and how much time you're willing to spend on this.
- Ability to use macros in responses that are most common
- We can label cases to filter through metrics and determine where we may be lacking in our own FAQ section
- We can incorporate our chat program as well.
- Merging cases is nice, but it will not allow you to merge a case with another case if the customer profile is different. Occasionally we have sales people or others in labs who work with the main user of the account and we'd like to have all correspondence in one place.
- We use some labels that act as a checkmark, but you can't see that option when trying to label multiple cases at a time, only the drop down labels.
- Desk.com allows for cases to be assigned to departments or specific people. This is very helpful when we receive feedback that may not pertain to my department, but I am able to immediately send it to the appropriate party.
- Desk.com also allows for users to add a note to a case. This allows users to ask each other questions before responding to the guest to make sure we are giving the most accurate answer we can.
- The mobile app could definitely use improvement. I find the app very slow, and it takes multiple clicks to even get a case started/assigned/labeled before I can even begin typing my response to the guest.
- Being able to assign a case in desk.com to anyone in the company who has a login for the program is a great plus. You can sort employees by department within the system, and you can also have a separate section for just managers/supervisors.
- The priority system in desk.com is great. With numbers from 1-10 to choose from, we can set a date to each number. 10 in our company is urgent, needs to be resolved that day. 9 would be the following business day, and so on. This way, when a representative from our customer service department logs into desk.com, they can see all cases that have been assigned to them, and they can see which ones are the most important.
- The ability to create custom fields in desk.com has helped us greatly. We added a field on ours to include a customer's order number, so we don't forget to ask for that, and so any person looking at the case can tell what order the case applies to.
- I wish the macros tab at the bottom was larger. Our employees often forget it is there, and therefore forget to use all the prewritten responses we have created.
- I wish that we could switch back and forth from agent to administrator without opening up a whole new tab. It would be great if we could have a choice of opening it in a new tab or switching from one to the other completely.
- Notes. It's really nice to be able to leave notes on tickets for internal communication.
- Rules. The business rules are really handy for being able to automate either certain tasks (like automatically closing / deleting out of office responses) and for contacting Desk administrators (a case that you're working on has been updated!)
- Labels. Labels are great in the fact that we can pull reports based off of them and add or create as many as we want. They offer a lot of flexibility and workarounds to compensate for any limitations.
- Reporting. The new business insights are great in the fact that we can now export reports to CSV, but we are still limited (here at Cappex) to pulling off of labels. There is a tab when viewing a ticket to look at customer info. Because our clients are organizations, that is usually what we have in that tab. We'd like to be able to pull based on client. For example, "how many tickets did X organization have this month?" and we're only able to do that through the label "X organization" which heavily relies on the team properly labeling. We feel like it's a workaround to what we'd like to be doing.
- Desk.com is sometimes very slow. Either in loading, to pick up incoming communications or in sending them. We've often experienced "outages" and while Desk.com is very diligent about adding a banner at the top to indicate that you are aware of the problem, there is not much room for detail or insight to give more information.
- There is not much monitoring in place to let us know if an email address got changed (as in our incoming or outgoing) or details that would effect an API like Salesforce.com. It just stops working and while it is our responsibility to keep these things in order, it has sometimes taken a bit of time to both notice and then narrow down the problem. It would be really cool if maybe people dubbed administrators could be notified when something is amiss!
- Ease of use is quite high.
- Platform speed is satisfactory.
- features and capabilities really focused on social service.
- Integration with SFDC.
- Really nice easy to setup and use rules engine.
- I would have liked to integrate deeply with owned forum/community properties but this wasn't on the product roadmap
Desk.com Scorecard Summary
Desk.com was a helpdesk, ticketing, and customer support product offered by Salesforce. It is no longer sold.
Desk.com collects and organizes all of an organization’s customer conversations (Facebook, Twitter, Gmail, chat) into a prioritized actionable list, and gives business simple tools to effectively respond to their customers.
Desk.com is a Salesforce product and provides seamless integration with Salesforce CRM.
Desk.com is designed to help businesses take control of their customer support! The vendor offers demos and free trials.
Please see full pricing at www.desk.com/pricing
Desk.com Support Options
|Free Version||Paid Version|
|Video Tutorials / Webinar|
Desk.com Technical Details
|Mobile Application:||Apple iOS, Android, Mobile Web|