Any response templates recorded in an external doc require team members to copy and paste, and if they’re recorded in a few different places, they may be difficult and time-consuming to find. You want to record essential information, processes, and templates in one accessible and searchable system. The same goes for any temporary challenges that your team faces, like unexpected outages, shipping delays, or big slip-ups on the part of a business. This extra step can help with onboarding and integrating new team members into a shared mailbox workflow.Īs you problem-solve trickier issues, record your responses so that other team members can benefit from the completed work. Make sure to record processes for people to reference in a shared private space, such as Google Docs, Dropbox Paper, or your organization’s internal wiki. Record processes and responses outside of the mailboxĭo you have templates that team members can use? Or a guide to help support pros solve complicated but common issues? Without the proper documentation outside of your shared mailbox, customer support pros are much less likely to be able to help people inside of it. If these hiccups starts to happen, you may want to think about investing in shared inbox software. Support pros can accidentally send out multiple messages to customers or unintentionally drop the ball. It’s not always clear who is completing which tasks within a shared mailbox, regardless of how organized you are. You might be ready to upgrade from a shared mailbox if: Managing a shared mailbox as part of a team requires a ton of coordination no matter how much experience team members have in a support setting, new processes require new training. Likewise, the best teams will make an effort to onboard new employees with extensive training. Take the time to work out the kinks and double-check that every customer receives the help they need while building out a system. For example, a manager could ask team members to work during different time zones (to ensure there isn’t overlap) or assign specific emails to a folder that corresponds with each team member. There are a few different ways you can build accountability into the queue. If a shared mailbox is your team’s primary tool, create shared mailbox rules that bring clarity to everyone’s workflows. In customer support, continuity and consistency are the two keys to retaining customers - and delighting people - over time. Building out a shared mailbox workflow is one of the most powerful ways to ensure that you’re always maintaining the same level of experience in every interaction. Your worst-case scenario as a customer support team is that your business just doesn’t live up to the hype. Incorporate these 7 shared mailbox practices
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