Get Started with Service for Small Business
Learning Objectives
After completing this unit, you’ll be able to:
- Explain what Starter Suite does for customer service.
- Describe how it helps small businesses provide exceptional service.
What Is Starter Suite for Service?
Starter Suite is a CRM solution that makes it easy for small and medium businesses (SMBs) to focus on their customers, because it’s easy to set up and easy to use. It’s an all-in-one customer relationship management (CRM) tool that streamlines your data across marketing, sales, service, commerce, and productivity. Starter Suite lays the groundwork for you to take advantage of organized data, activate artificial intelligence (AI) automation, and eventually grow with Agentic AI.
Starter Suite can be ideal for you if you’re:
- A small business using email and spreadsheets to manage customer service
- A small business looking to use AI to automate customer service
- A small business aiming to improve customer satisfaction and loyalty
Provide Awesome Customer Service
Here are a few ways that Starter Suite for Service is designed to help you earn standing ovations for your customer service:
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Get started quickly: You don’t have time for complex enterprise-level setups and build outs. You need maximum return with minimum effort. Guided walkthroughs and a setup assistant make it easy to quickly get going with Starter Suite for Service.
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Self service tools: You can also customize ready-to-use templates to create a self-service Help Center, where your customers can easily find answers to frequently asked questions. According to the State of Service, 61% of customers prefer to use self-service for simple issues.
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Case escalation: You can organize customer cases in one place and ensure they reach the right reps for the right answers. When issues come up, automatically escalate cases to keep your service team informed and your customers satisfied.
Making Customers Happier
In the last unit, you learned the importance of channels—or the various ways your customers can reach out to you. It turns out that giving your customers a choice in how they communicate with your company is the first step toward delivering extraordinary service. Starter Suite helps keep customers happy and your whole team productive, whether customers contact you by email, phone, online chat, Facebook Messenger, or other social channels, like X, Instagram, YouTube, or Facebook.
The second step to delivering extraordinary service is making sure that your team can work comfortably with multiple channels simultaneously. The last thing you want to do is burn everyone out with a complicated app—frustrated employees don’t provide first-rate service. That’s why Starter Suite integrates multiple channels into an easy-to-use help desk called the console, which you can customize to fit your company’s unique support processes.
Turbocharged, Customized Support
Another way to make life easier for your team and customers is to turbocharge your support processes so that they happen like magic. Starter Suite helps you do just that. With the click of a few buttons, you can choose when and how to follow up with customers and assign relevant tasks.