Improve Help Desk Performance: 10 Ways To Do It Better

Improve help desk performanceIs managing your company help desk a tough challenge?

Are you unable to cater to the customers’ needs and their grievances?

This post is dedicated to addressing this issue by and large! Here, you will be engaged in a detailed discussion on how to run a help desk and the various ways to improve help desk performance.

Primarily, a help desk refers to the assistance and advice provided by a company/organization to its customers. A help desk functions as a multi-dimensional resource aimed to reduce the downtime of a company’s services. The focus here is on end-user functionality, and hence, it mandates that customers’ needs and grievances be met and resolved in due time.

A help desk is crucial for the success of a business since it focuses on handling and managing customer queries/requests/complaints to facilitate the smooth running of the company. When a business strives to improve help desk performance by incorporating various help desk tips and tricks, it creates scope for increased sales, high customer satisfaction, and enhanced customer retention.

Improving Help Desk Performance in Ten Steps

  1. Gather the Right Metrics
  2. Define Your Goals
  3. Train Your Help Desk Employees
  4. Create a Self-Service Portal and a Service Catalog
  5. Collect Performance Feedback
  6. Opt for a Reward-Penalty Approach
  7. Teach Your Help Desk Staff to Channelize Work
  8. Inform Your Customers
  9. Leverage Digital Platforms to the Fullest
  10. Own the Customer’s Case

Although the Internet is replete with tons of help desk improvement ideas, the trick is to act quickly, decisively, and positively. And of course, use the right combination of help desk tips and tricks. So, without further ado, let’s look at the ten proven ways to improve your help desk performance!

1. Gather the Right Metrics

Today, businesses have access to a lot of data. However, not all data is useful. You have to figure out which data is valuable and which is expendable. The biggest risk of working with a large volume of data is that you can quickly lose sight of the bigger picture while focusing on the tiny pieces.

This is where help desk software can be helpful. These best Modern and robust help desk software of 2020 can efficiently track the right metrics for your business, including new tickets, ticket volumes, ticket distribution, response and wait time, resolution time, backlogs, satisfaction rates, etc. This handful of metrics are enough to help you see where you need to focus and what should be your next step.

2. Define Your Goals

For a help desk to function effectively and optimally, you first need to set clear objectives and goals for your help desk team. The goals could include specific approaches to handling customer queries/complaints, setting upper-limit for response/wait time, daily targets, and so on. Once you’ve set the target goals, you must ensure that your team adheres to them and works toward accomplishing the same.

Furthermore, it is also essential to have a one-on-one discussion with your help desk team and understand the challenges they face while handling customer issues and what is the requirement to overcome those challenges.

3. Train Your Help Desk Employees

It is essential to provide adequate training to your help desk employees since trained professionals can solve more issues competently and in much lesser time. This can help reduce the response/wait times, thereby making your customers happy.

Moreover, training can help improve the internal customer service levels as employees need not wait for an email or telephonic reply from the higher-level management or service provider to solve specific issues.

4. Create a Self-Service Portal and a Service Catalog


By creating a user-friendly service catalog, you empower your customers to order for products/services themselves. They do not require any assistance from the help desk professionals for this. Similarly, a self-service portal provides customers with answers to some of their queries and complaints. This way, they can take charge and fix basic issues themselves without wasting their time and the time of your help desk employees.

This design helps minimize employee assistance tasks while optimizing customer satisfaction quotient.

5. Collect Performance Feedback

While tracking customer metrics is crucial, it is also vital to obtain internal feedback on help desk performance. Here, internal feedback refers to employee feedback that can be used to address employee-specific issues — if they are facing any challenges in the workplace, what are lacking resources that could help them, and how they could improve help desk performance metrics, among other things.

You can gather internal feedback by designing a simple and nifty employee satisfaction survey with a thumbs up or thumbs down option to measure the help desk performance metrics. For positive experiences, do encourage your employees, and likewise, for negative feedback, talk to your employees to understand the areas that need improvement.

6. Opt for a Reward-Penalty Approach

The reward-penalty approach can go a long way in improving your help desk performance. For instance, if you reward your employees individually for their accountability and contributions to enhancing your help desk metrics, it will boost their morale. They will be motivated to work harder. However, if you penalize them for mistakes, they will try to be more accountable in the future.

Over time, this can have a huge and positive impact on your company’s help desk performance.

7. Teach Your Help Desk Staff to Channelize Work

To reap optimal results, your help desk staff should be competent enough to know how to channelize and prioritize tasks. They should be trained and taught to identify priority issues, determine which ticket demands more attention, and respond accordingly. While high-priority matters should be resolved ASAP, they should also address all the low-key problems to ensure there are no backlogs. Furthermore, work should be categorized and divided — while junior executives can handle low-key and non-technical issues, senior executives can manage high-priority tickets.

With this kind of system in place, the entire help desk infrastructure becomes much more sorted and streamlined.

8. Inform Your Customers

Often, customers get agitated and troubled while having to follow a course of steps in resolving their queries. This can be fixed via communication. Help desk executives can inform them as to why they must do what they are asked to and how it relates to the functioning of the product/service at hand. This allows them to get a comprehensive view of the problem and cooperate with the help desk professional.

Ultimately, it helps in resolving tickets faster and in a more efficient manner.

9. Leverage Digital Platforms to the Fullest

The modern-customer is very active on digital and social media platforms like Facebook, Instagram, and Snapchat, to name a few. Today, customers demand real-time responses from brands — they want their queries and requests to be addressed in real-time. Hence, they call out to brands and companies on various online platforms in the form of mentions, tags, comments, and shares. Thus, companies must have a robust online presence to respond to and interact with customers via live chat, stories, blogs, emails, etc.

Hence, your help desk team must be well-equipped and trained to handle online queries/requests and provide the same quality of assistance as they do through phone calls.

10. Own the Customer’s Case

When a customer reaches out to your help desk, make sure to own his/her case. Since they put their faith in you to solve their issues, it is pivotal to assure them that you care about their needs. Your help desk team must be able to convince the customers that they will look into the case and resolve it promptly. This should, of course, be followed by the action from your team’s side.

When you take ownership of a customer’s issue, you display your accountability to them.

As it has been said earlier, improving your help desk performance is no rocket-science — all you need is to keep the right help desk tips and tricks up your sleeve!


Q. How do I start a help desk?

The ideal way to start a help desk is by deploying the right tools. ProProfs Help Desk is one such tool that caters to all aspects of customer service. So, when starting a help desk, know which tools you need to choose with the most important features so as to offer delightful customer service.

Q. How do you measure customer service representative performance?

Measuring the performance of a customer service representative is challenging, but with a robust help desk software it becomes fairly simple. Help desk tools that offer reporting features, such as ProProfs Help Desk, makes it exceptionally easy to measure customer service representative performance.

The tools evaluate customer ratings, first response time, average waiting time, and average customers who weren’t happy with the service. All these parameters gives the company an insight into agents’ performance.

Q. What are the new help desk techniques you think would be helpful to improve the service?

There are many new help desk techniques that a lot of companies are taking into account and adopting in their company. The most common trends that essential for a company include tracking tickets from start to finish, ensuring instant agent collaboration anytime, anywhere, and monitoring agent performance on the go.

Q. How to choose the right help desk software?

Choosing the right help desk software is crucial for any eCommerce business. Not only does the right tool help in boosting customer loyalty and retention, but also ensures a smooth customer experience. For this, all you need to know are your requirements, the top 5 tools available on the market, what features do they offer, what’s the pricing plans. With all this information, whichever tool suits you and your company the best is the right tool.

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About the author

Jared Cornell

Jared is a customer support expert. He has been published in CrazyEgg, Foundr, and CXL. As a customer support executive at ProProfs, he has been instrumental in developing a complete customer support system that more than doubled customer satisfaction.

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