What this solution gives you:
- Use FunnelBud forms to capture support requests.
- Generate a unique reference number for every form submission or support request.
- Create a Ticket to track support requests.
- Notify the customer and contact the owner when the Ticket is submitted and resolved.
How it works:
- A contact submits a form.
- An opportunity will be created in the support pipeline with a unique reference number.
- The support pipeline will have 3 stages by default [New, InProgress and Resolved ]
- A new Ticket/ opportunity will be assigned to the Lead owner.
- The system will email the contact and the user when the Ticket is created with ticket information.
Opportunity can also be assigned to a user with a specific tag. For example, if you have users in FunnelBud with the tag “Support” then the opportunity can be assigned to those users based on a Round Robin method.
Information stored under
- Latest unique ticket Id, created date, and the total count of tickets by the contact.
- Total count of tickets for all contacts.
- Ticket Id, Form’s fields Summary.
How we will deliver this solution to you:
- Information gathering – You should provide us with materials like Forms, emails and custom notifications.
- Scoping and materials – We will create a scoping document and send it to you for approval. The scope document includes the things we need from you and any specific details related to your product or service.
- Configuration – Based on the scope of work defined in step 2, our team set up the ticket system for you
- Testing – We will create a Test Case document based on the scope. Once we’re done with internal testing, we will send you the test cases and you will have at least 2 days to test the automation.
- Delivery – Once you’ve tested and everything is working properly, we will send you an Implementation Delivery document to sign off. After sign-off, the project is considered completed and delivered.
- Training – We will create a help doc for your future reference and provide solution training to your team over a video call.
Cost to implement:
One-Time Set-Up Fee
- One-time setup fee = $450
- Ongoing Support & Maintenance fee: $35/m (includes Zapier account by FunnelBud)
(as per your subscription)
- Upfront payment: Set up fee + maintenance (first month).
- Per month maintenance onwards.
Additional Services and Costs
- Any Outsourced Work – $65/hour. Outsourced work like Editing forms, creating forms, creating emails, landing pages etc. Check the pricing page for what’s included.