Service Management
Bring structure to every customer request. We map how questions arrive, design the way of working that handles them and set it up in the systems you already use, or in the SalesFision Service Management application when a shared workspace helps.
Plan a meetingRun your service smarter
Every customer request needs a clear place to land. With Service Management you collect questions, tickets, requests and support cases through your website, customer portal, forms or chatbot, and everything comes together in one structured workflow.
Instead of loose emails, scattered messages and manual follow-up, your team gets one clear system in the SalesFision Platform. Every request can be tracked, assigned, prioritised and followed up, so nothing gets lost and customers are helped better.
Whether you want to manage support tickets, internal requests, customer questions, onboarding tasks or service processes: we help you build the structure underneath. The result is a smarter service process that gives your team more grip and your customers a better experience. We set up the process; your team then works in the Service Management software.
What we offer
Complete service management to capture, organise and resolve customer requests.
Customer Portal
Give customers one clear place to submit requests, questions, tickets and documents through a portal in your own brand style. The Customer Portal is a separate SalesFision solution and is quoted separately from this service.
Website forms & ticket intake
Turn website forms into structured service requests, so every question or lead automatically enters the right workflow.
Chatbot service flow
Use chatbot conversations to collect customer questions, qualify requests and send the right information to your service flow.
Ticket management
Manage every request from intake to resolution, with statuses, priorities, assignments, notes and clear follow-up.
Workflow automation
Automate recurring steps such as notifications, task creation, request routing, reminders and internal handovers.
Service reporting
Track incoming requests, response times, open tickets, completed tasks and service performance in clear dashboards.
What we set up, and what your team works in.
This service is the guidance: we map how requests reach you, agree who picks them up, set up the workflow and train your team. That works with the systems you already have. Teams that want one shared queue for it use the Service Management application on the SalesFision Platform, where the requests, owners, priorities and statuses live.
The guidance and the application licence are offered separately, so you can start with either one.
How we work
Map requests
We map how customer questions, tickets and service requests come in and where structure is missing.
Build the flow
We create the request types, statuses, priorities, assignments and notifications your team needs.
Connect channels
We connect your website, portal, forms or chatbot to one clear service workflow, in your own systems or in the SalesFision Service Management application.
Track & improve
We track requests, follow-up, response times and service performance, and improve the process over time.
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Place where every request lands
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Steps from intake to resolution
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Channels you can connect: forms, portal and chatbot
Frequently asked questions
Explore our other services
This service is part of Customer Experience.
Customer Experience is the solution area for customers who come back: good service, clear follow-up and your own customer environment with Customer Portal. This service is the guidance within it; the solution page shows how service, portal and appointments come together.
Not sure where to start?
Do the Business Scan or plan a meeting. We’re happy to think it through with you.
