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Expert Help Desk Software Requirements Checklist for a New Help Desk System

This report is designed for customer relations managers charged with researching the core features that make up help desk software and determining if they need a dedicated solution or a module within a broader CRM system.

This report will help you discern the major differences between CRM systems and help desk software, tailor your requirements for a solution around your unique needs, and explore a few popular platforms to jumpstart your shortlisting and selection processes.

• – Help desk software vs. CRM software.
• – Core features and requirements to look for in help desk solutions.
• – Key considerations and guiding questions for software selection.
• – Three popular help desk platforms, including product overviews, key benefits and user sentiments.

CRM systems often offer broad capabilities for customer service, marketing and lead management, to name a few. While they can be excellent solutions for larger companies with extensive customer relations needs, their capabilities may be too extensive for some.

If you’re looking for a solution solely focused on customer service without the other bells and whistles, help desk software may be your best bet.

This report breaks down the CRM vs. help desk software differences off the bat to help you determine which route you should take. If the answer’s a dedicated solution like help desk software, it details the main requirements for such a solution to help you determine what features you can’t do without and narrow down your search further.

Finally, it provides an overview of three popular help desk solutions, including their key benefits, user sentiments and analyst summaries.

If you’re looking to revamp your customer service solutions, help desk software could be for you — and this guide will help you determine that!

Whether considering CRM vs. help desk software, pinpointing your requirements or researching products, this report can help you with your selection process.