Latest News and Updates

What to Look For in SaaS Help Desk Software


Are you looking for a SaaS Help Desk Software provider? SaaS, also known as Software as a Service, can help elevate your brand by providing a way for your company to answer customer inquiries. Typically it has a ticketing system that follows, tracks, and organizes different problems so agents can solve them. Overall, an efficient help desk system is a convenient way to demonstrate that you care about providing value to your customers.

Since there are many types of SaaS Help Desk Software on the market, it is important for you to understand how to ask the right questions and find the right one for your company. For example, do you want a SaaS Help Desk Software that has the most advanced technological methods for categorizing or routing the customer’s questions? Or do you prefer to sign up for a SaaS Help Desk Software that focuses on providing a large, extensive knowledge base that customers can use at any hour of the day? This is especially helpful if your company sells products or services where customers have typical or frequently asked questions. Customers can just search through the database to find the answer to their question based on a video, article, or list of information. Here are several questions you can use as a guide to finding the right SaaS Help Desk Software for your company:

1. Does the company offer different automated processes?

One of the first questions you should ask is if the SaaS Help Desk Software is capable of automating different processes. This can increase your company’s efficiency and allow you to help customers faster. Different help desk software services can give administrators the ability to program specific instructions that automate certain processes so your customer agents do not have to worry about performing repetitive queries and administrative tasks. A well-timed auto responder that replies to customers or a thorough forum with a large database of information are some examples of how you can look for a company with SaaS Help Desk Software that allows your customer service agents to focus on other important matters.

2. Does the SaaS Help Desk Software provider have a way to track tickets?

Another important function every SaaS Help Desk Software should have is the ability to track each customer’s call, email, and other types of communication. The company should have an efficient tracking system so the support or customer service department can sort through each user query. 

Look for a software that tags or sorts each issue and allocates a specific number to each inquiry that comes in. They may also have different codes that the software automatically uses so agents can understand exactly what problem customers are experiencing before they open the ticket.

3. Can you capture your customer’s data with the SaaS Help Desk Software?

Next, find out if the SaaS Help Desk Software has different tools that can act as a CRM or Customer Relationship Management system. This will help you keep track of your customer’s data. Does the software allow you to store the person’s name, number, location, and other important information after they contact your company? A great SaaS Help Desk Software may also provide different analytical reports so you can learn more about your customer segment.

4. Can you add more than one point of contact to each customer’s file?

You should also look for a software that allows customer service agents to document the different ways to reach customers. For example, ask if you can record a customer’s social media channels, phone number, email, online chat name, and other information with their software.

5. Does the SaaS Help Desk Software allow you to build a knowledge base or forum for customers?

A great help desk software should allow you to collect multiple and common customer queries and organize them into articles in a database. The software may also give you the option to start a forum. Some companies are capable of giving customers the option to search for the answers to their problems.

6. Does the SaaS Help Desk Software give agents the ability to escalate different issues?

Another question you can ask a prospective SaaS Help Desk Software provider is if their technology allows agents to escalate certain issues. This is important since your customer service agents are trained to identify which issues are urgent or need an advanced solution. Or perhaps there is an angry customer that wants to talk to a manager. An escalation system can give your company the power to handle issues quickly and effectively.


The landscape for SaaS Help Desk Software has changed over the past decade. Many help desk software companies can assist you with creating profiles of each customer, track their inquiry, and create different service level agreements. Help desk providers with advanced technological capabilities can provide insights into your customer service data, help automate different business processes, and provide other valuable CRM (Customer Relationship Management) features. 

Please contact us today for more information about this type of software. We can help you find the right SaaS Help Desk Software for your specific type of business. At Vision Helpdesk, we are proud to offer three different products that can take your company’s customer service to the next level. Our first product offering is a SaaS Help Desk Software and we can also provide Help Desk Software. A third product offering is a Service Desk Software with ITIL (Information Technology Infrastructure Library) and ITSM ( Information Technology Service Management) features. 

Vision Helpdesk: Simplify Your Life

signup for 30 days free trial.. no credit card. no obligation

Take a tourFree Trial

Megha JadhavWhat to Look For in SaaS Help Desk Software
Share this post

Join the conversation

This site uses Akismet to reduce spam. Learn how your comment data is processed.