Best Practice: add a homepage link to your portal
Choosing DeskDirector as your main weapon of mass customer success can become even more powerful,...
DD Portal is built with a strong focus on the UX/UI and perfectly synchronized with ConnectWise PSA.
Update your clients with fresh info to give the fastest support possible to your clients - one of the key elements of superb customer service.
When your clients have a problem, they don't want to know anything about logging in. Getting clients to log in to a new tool is often a challenge.
With DD Portal, clients can use one time token emailed to them, or be automatically logged in using 1-click Microsoft Login.
Brand DD Portal with your name, logo and pick your favorite available colors to stand out from the crowd.
Responsive design allows your clients to access DD Portal from any screen size.
DD Portal also lets you pick different logos and colors that only apply to a specific company, for higher personalization.
Creating tickets in DD Portal requires minimum effort from your clients. It is easy to navigate and provide as much info as needed upfront.
Clients can easily create, review and update tickets. You can even provide them forms to complete, which ensures they provide you all the details you need to solve their problem efficiently.
Back and forth of email communication can be ineffective and time-consuming. It can take days and many attempts to get the right information from the user. With customized Forms you collect all the necessary information needed by asking right questions up front.
You can create from scratch or use built-in templates. Have conditional question or entire sections appear only if your clients answer a certain way.
You have the full power of choosing exactly what to ask, when to ask, and how to empower your clients and let them be seen and heard.
Use markdown to style your forms and have them look their best.
Sometimes a quick answer can save hours.
DD Chat allows both the tech and end user to fire up a chat about a ticket and get straight to the matter. Every short chat is an expensive phone call avoided.
The chat logs will automatically be added in the existing ticket.
Start a chat with an engineer, and DeskDirector will create a new ticket containing the chat logs at the end of it.
DeskDirector's built-in menu system allows you to customize the Portal side menu.
Create and manage multiple menus to best suit your needs, and assign them to specific companies and contacts.
