Suppose you’re responsible for managing teams of customer service representatives. In that case, you know how challenging it can be to make sure each person is on the same page as the next and that they all work together smoothly to help your customers get quick responses to their issues.
Fortunately, collaboration software features can help you create an effective customer support team in your organization and give your staff the tools they need to handle their work more easily. In fact, a study by Forbes showed that over 50% of US employees are reliant on collaboration to complete their jobs.
Here are 6 essential features of an online collaborative tool you’ll want to keep in mind as you evaluate the software your company currently uses or seeks out new options for the future.
1. A place to store all information
When it comes to online collaborative tools, one of the most important features is storage. After all, what good is a tool for collaboration if it can’t store all the information you and your teammates need?
There are a few different things to consider when looking at storage for collaboration software. First, you’ll want to make sure the software has enough space to store everything you need it to. Secondly, your software should be able to keep track of all the different versions of files so everyone’s always working off of the most up-to-date version.
Finally, make sure your collaboration platform is secure so only those who are supposed to have access to the information are able to get to it.
2. A place to share files and documents
A place to share files and documents is essential when it comes to collaboration features. It allows team members to have access to the same information and work on projects together.
Having a place to share files and documents also makes it easier to keep track of changes and progress. It’s important that everyone’s on the same page, and having a shared location for files ensures that everyone can stay up-to-date.
Finally, sharing files and documents allows team members to provide feedback and collaborate more effectively. Being able to see each other’s work makes it easy to offer suggestions and improve upon ideas. As revealed in the survey by Passive Secrets, 52% of American employees rate teamwork as being very important.
3. A place to create content
One of the most important things to consider when looking at collaboration software examples is it should provide a place for team members to create content. This is essential for a number of reasons.
First, it allows team members to share their ideas and thoughts on the project at hand. This can be tremendously helpful in getting the project off the ground and moving in the right direction. Additionally, it gives everyone a chance to contribute their own skills and expertise to the project.
Finally, having a place to create content also helps foster communication and collaboration within the team. It’s much easier to have productive conversations when there’s a shared space where everyone can see each other’s work.
4. A way of assigning tasks to team members
As your business grows, you’ll need to learn how to manage your workflow efficiently. The best collaboration software will provide you with a way of assigning tasks to team members to avoid confusion and keep your business running smoothly.
Without this feature, it would be difficult to keep track of everyone’s progress and ensure that all tasks are being completed in a timely manner. Additionally, it would be more difficult to identify bottlenecks and areas where improvement is needed.
Overall, the ability to manage workflow and assign tasks to team members is an essential part of any collaboration software. Without it, the team would likely be less productive and organized. To make the most of your software, integrate it with some workflow management software tools.
5. An easy way of sharing customer data
Your collaboration software must be able to provide a way of sharing customer data. This data can include customer contact information, account details, and support history. Having this data available to all team members can help resolve issues more quickly and efficiently.
There are a few different ways that collaboration software can share customer data. One way is to have a central repository that all team members can access. Another is to have the data automatically synced between team members’ devices. Whichever method your software uses, it’s important that it provides a way for team members to easily access customer data.
If your collaboration software doesn’t allow you to share customer data, you may want to consider switching to a different platform. There are many options available, so take some time to research which one would best fit your needs.
6. A notification system when a task is updated
A notification system is crucial for two reasons: first, it ensures everyone is always aware of the latest changes and can stay up-to-date on the project. And second, it helps avoid potential conflicts or duplication of work.
There are a few different ways that notification systems can be implemented, so it’s important to choose one that will work best for your team. But regardless of how you do it, make sure your collaboration software has a notification system in place to keep everyone on track.
You may also integrate it with a task-tracking tool like the one in this Polaris PSA review to make it more effective.
Find the Right Collaboration Software for Your Business
The features that are most important for customer-facing teams in collaboration software are file sharing, task management, and integration with other tools. Your software should also have video conferencing and real-time messaging functions. With these features, teams can effectively communicate and collaborate with each other to provide the best service possible to customers.
Customer Success Enthusiast, loves talking to Account Managers and Customer Success professionals to help in achieving business objectives through streamlined access to customer account information and enjoys watching TV, riding motorcycles, and dancing to hip hop.