Build Your Support Experience with the Customer in Mind

7 Steps to Creating an Exceptional Customer Support Strategy

Software as a Service (Saas), is super convenient, for many reasons. Because it’s cloud-based, there is no need for the purchase of extra hardware or costly setup fees. Customizable software features are accessible across multiple devices, and can be accessed from anywhere. All of this, however, means nothing without great customer service. Teamgate’s planning team knows this, and has built an award winning support system around you.

Business owners, entrepreneurs, and sales professionals are busy. You turn to SaaS options to heighten your ability to meet your goals more conveniently. When you seek out a platform to assist your business efforts, you want to know that you can depend on a support team to compliment a platform that is efficient and easy to use. Your customers have the same needs. Take a look at how we’ve designed our support experience, and put what you can to use in your own business.

Related: Customer Success Strategies for Non-SaaS Businesses

Quick Response Time & Detailed Answers to Customer Queries

Teamgate was recognized by and received the Exceptional Customer Support Award for 2015 from for trust earned answering user inquiries promptly and in detail. 100% customer satisfaction came from understanding that when you need help, you expect a thorough resolution right away. The simple software might not warrant an email to support, but if it does, you know that you can depend on a response that same day, and find the answers to any questions you might have.

What was found about customer relationships, during this review, went beyond responding to the typical user wanting to know how to use the sales pipeline properly. When customers asked for a way to find their contacts, within the platform, based on location, it was delivered. This transformed the interface into an essential tool for export businesses.

With your new plan, your goal should be to offer five star customer service, should your patrons need it. Those who interact with your support team should respond positively to friendly, reliable, and fast answers.


User Friendly Support Page

Make sure your customers can find all they need to know about getting your account ready, settings, adding users, roles, and rights, data import, and more. The Teamgate Support Corner is a good place to look for ideas. Video tutorials and announcements are also found here. If customers don’t find what they’re looking for after exploring a bit, answers to most topics can be easily found with a quick search. If all else fails, they can take advantage of the the chat box located conveniently at the bottom of the page. Our support staff is available online during business hours, and 24/7 via email.

When you come up with a strategy, include ways for customers to easily find all of the answers to frequently asked questions on your website as well as via means like chat, email, and phone support. Make the experience as simple and informative for users as possible.

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Steps for Practical Application

As a member of our platform, you can trust in your customer support experience. Give your customers the same courtesy by following these steps to create your customer support plan:

  1. Respond Swiftly – When a customer inquires about an issue, let him or her know how long the expected wait time is for an answer. It is best to respond to all matters within 24 hours. If there is going to be a delay, let your customer know right away, including when you expect to be able to provide an update. People like to know what to expect. By communicating about your process, you can keep someone in the loop and prevent disappointment.
  2. Provide Well Thought-Out Answers – If you don’t have an appropriate answer to a given query, find one before issuing a response. When the research needed for a thorough response requires a bit of time, let your customer know that you are looking, especially if it could take awhile. Once you have compiled enough information, think about how you can share your findings in a way that is easy to understand.
  3. Be Courteous and Upbeat – You and your customer service representatives have the power to set the tone of any conversation. When dealing with customers, it is important to stay thoughtful and cheery, even if the customer is heated. The purpose of customer support is to solve problems and keep customers happy to patronize your business. Neglecting this step can lead to disaster.
  4. Ensure Understanding of the Problem – Before you try to resolve anything, make sure that you understand the issue at hand. If anything seems unclear, be sure to ask for clarification. Only by knowing the details of the problem can you solve it.
  5. Follow Up to Make Sure the Issue Was Resolved – Before filing any conversations away as completed, follow up at the end of the conversation to make sure that the situation is cleared up in the customer’s eyes. If there is anything further that you can do to help, try your best to do it.
  6. Be Consistent – All aspects of business require planning and customer support is no different. You should have a customer support strategy in place. All members of your organization that will be involved in this department should be briefed on the strategy. Their input should be heard as well.
  7. Make Changes to Your Support Plan as Needed – Once your support strategy is in place, you should take the time to comprehensively analyze how well it is working. Are your customers satisfied? If you’re not sure, you can ask them. Include follow up surveys via email or phone, remembering to ask if there’s anything else they would like to see. If you notice that something is missing from your tactics, add it into the plan and inform the support team if applicable.

Teamgate Customer Support Corner

[email protected]


Abe Dearmer

Abe has a vast experience running multiple SaaS companies and is an expert on all things Sales, Marketing and SEO.

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