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Move from Email to Help Desk: a Pathway to Better Customer Support

Tetiana Belevska November 26, 2021

Google has released changes: the G Suite legacy free edition will retire starting May 1, 2022.

Let’s check the main aspects in short:

  • From May 1 to June 1, 2022, Google will transfer you to Google Workspace free of charge.
  • Accounts become suspended from July 1, 2022, but your admins can sign in to the Admin console to a) upgrade or b) migrate data.
  • If you don’t wish to pick a paid Google Workspace subscription, you would be transferred to a no-cost version without premium Google Workspace functionalities such as custom email or multi-account management.
  • And if you prefer to drop it, Google will transfer you to a Google Workspace application set based on your current functions.
  • Google has an export app to transfer your records but might not cover everything you’d wish.

It is a perfect time to decide on data migration to a help desk system. Start your financial year with a choice to upgrade your customer support service.

When your business is just taking off, you’ve already learned the major lesson: be ready to commit to adaptation. Talking about customer service, you focus on attracting more customers, and then about dealing with customer issues. Here is where the shared inbox is a good, flexible solution for a quick fix on a small number of requests. After all, it is much easier to personalize the responses due to fewer clients. But what should you do when your company evolves and wins more customers?

When you provide more features or products it makes things more complex. And you receive more support requests which are getting more complex too. How to address everything without mess? Just four words: a help desk system.

In the beginning, email customer support may work, but soon you realize its numerous disadvantages. That provokes you to think about migration from email to help desk, which is more efficient than shared inbox support.

Why Move from Email to a Help Desk Platform?

The major reason for adopting help desk software is managing customer support requests easily. You’re better to move from email to ticketing system if:

What Are the Benefits and Setbacks of a Shared Inbox

Among the main benefits of a shared inbox in Outlook or Gmail are:

Among the main setbacks of a shared inbox are:

Why Move from Gmail, Outlook, or Another Email Provider

Among the most critical reasons to switch email are the following:

Help Desk Software: Pros and Cons List

In the help desk software advantages list you can find:

Among the main drawbacks of the help desk software are:

Drawing a Line

If you struggle with some email-related issues, it is time to move from email to help desk software. Compared to a shared inbox, customer support tools offers more opportunities:

Whether you want a small Zendesk import or a full-scale Freshdesk migration, you’ll need a lot of preparation. Yet, if the time is of the essence, and bothering your team’s time for a migration is not an option, our experts can help you out.

Frequently Asked Questions

You can create tasks right from the inbox. Thus, each provider has some specific rules on how those can be created from the primary and shared mailboxes.

If you flag an email in the shared mailbox, you won’t see it either in the shared mailbox’s Tasks or in the To-Do list. You need to create a security group first. Then add all users from the shared mailbox. This way, they will see the task in their own Task list as soon as they accept the email.

You should be a Microsoft Planner user to assign a task to multiple users. However, if one of them marks the task as complete, the whole task will be marked as completed. To assign a task to multiple users, you need to put a tick so the task is replicated to all team members.

On Gmail’s main page, you should see a right-side panel with icons for Calendar, Keep, Tasks, or other Google apps. If the side panel isn’t displayed, click on a small arrow on the button right. To open Tasks, press on its icon. Tasks will open up in the right sidebar. Click “Add a task” to set up tasks. You can drag and drop tasks to change their order. Plus, you can save an email as a task.

You need to download the Google Tasks app in Gmail on your desktop. As you connect the app to your Gmail account, your tasks will sync up with your desktop tasks. Plus, you will also see them in your Google Calendar on your desktop.

Categories: Data Migration 101
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