Ad hoc phone support
Client issues arrived through calls without consistent tracking.
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About
Full-service agency: PDG+creative delivers print and interactive work from Bartlesville, Oklahoma. 200+ client sites: The support team manages requests across a large website portfolio. Three-person team: A compact team handles the agency’s client-support workload.
Client issues arrived through calls without consistent tracking.
Compare help desk softwareSupport messages were difficult to organize and manage.
The team lacked a central record of client issues.
The agency needed to support many sites without adding complexity.
Configured mailboxes turn client emails into categorized tickets.
Email ticketing guideAgents communicate with clients inside HappyFox.
Support activity stays attached to each issue.
One service process replaced calls and scattered email handling.
The agency reports doing the same work with a smaller team while delivering a better client experience.
Centralized ticketing freed staff from phone interruptions.
Support issues are easier to follow from intake to resolution.
Clients described the process as more streamlined and professional.
“Using HappyFox, we can now support our 200+ sites with a staff of three! Enough said.”