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What tools can you use to manage deadlines in customer service operations?

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Managing deadlines is a crucial skill for any customer service operation, as it affects customer satisfaction, loyalty, and retention. However, deadlines can also be a source of stress, confusion, and error if they are not handled properly. In this article, you will learn about some tools that can help you manage deadlines in customer service operations more effectively and efficiently.

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Jennifer Williams

Customer Success Executive | Transforming Operations & Driving Revenue Growth

1 Calendar and scheduling tools

One of the most basic tools for managing deadlines is a calendar or a scheduling tool that allows you to keep track of your tasks, appointments, and deadlines. A calendar or a scheduling tool can help you plan ahead, prioritize, and allocate your time and resources accordingly. You can use a digital or a paper calendar, or a combination of both, depending on your preference and convenience. Some examples of digital calendar and scheduling tools are Google Calendar, Outlook, Calendly, and Asana.

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Jennifer Williams

Customer Success Executive | Transforming Operations & Driving Revenue Growth
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There are so many tools out there to help keep your schedule organized. Blocking time on your calendar for activities such as working on emails, building campaigns, working on a presentation is also helpful. Treat each calendar entry as if it’s a meeting and try to focus on the tasks as they are scheduled.

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Claudia N P.

Financial Services Professional/ International Trades advisor/ Import & Export/ BREXIT/ Trade Support, Customs Advisor
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In my experience, the easiest way to ensure your deadlines are met in customer service is to communicate with your customers via email, and if you have not had any response, use the trusted old telephone, if you cannot reach your customers on the phone, ensure to leave a voice message. When it comes to your own time management, there are abundant calender and scheduling tools available from different sources. In the last three years I have consistently used Microsoft outlook and I have found it to be easy to use and an effective basic time management tool.

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2 Communication and collaboration tools

Another tool that can help you manage deadlines is a communication and collaboration tool that enables you to communicate with your customers, colleagues, and managers effectively and efficiently. A communication and collaboration tool can help you update your customers on the status of their requests, get feedback, and resolve issues. It can also help you coordinate with your team members, share information, and delegate tasks. Some examples of communication and collaboration tools are email, phone, chat, video conferencing, and Slack.

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3 Project and task management tools

A third tool that can help you manage deadlines is a project and task management tool that helps you organize, monitor, and complete your projects and tasks. A project and task management tool can help you break down your projects and tasks into smaller and manageable steps, assign deadlines and responsibilities, track progress and performance, and identify and address bottlenecks and risks. Some examples of project and task management tools are Trello, Basecamp, Jira, and Monday.

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4 Automation and integration tools

A fourth tool that can help you manage deadlines is an automation and integration tool that helps you streamline and optimize your workflows and processes. An automation and integration tool can help you automate repetitive and manual tasks, integrate different tools and platforms, and trigger actions based on certain conditions. This can save you time, effort, and errors, and improve your productivity and quality. Some examples of automation and integration tools are Zapier, IFTTT, HubSpot, and Mailchimp.

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5 Feedback and evaluation tools

A fifth tool that can help you manage deadlines is a feedback and evaluation tool that helps you measure and improve your customer service performance and outcomes. A feedback and evaluation tool can help you collect and analyze customer feedback, evaluate your customer satisfaction and loyalty, and identify areas of improvement and best practices. This can help you adjust your strategies, processes, and goals, and enhance your customer service quality and value. Some examples of feedback and evaluation tools are SurveyMonkey, Net Promoter Score, Customer Effort Score, and Zendesk.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Chioma Okafor

AWS & Azure Certified | Cloud Security | Cybersecurity | Virtual Administrative Assistant | Social Media Manager | Open to opportunities
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For managing deadlines in customer service operations, one option is to use a project management software like Trello or Asana. These tools allow you to create tasks, set due dates, and track progress. Another option is to use a shared calendar, like Google Calendar or Outlook Calendar. This can help you and your team stay organized and on track. Finally, you can also use communication tools like Slack or Microsoft Teams to stay in touch with your team and keep everyone up to date on deadlines.

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What tools can you use to manage deadlines in customer service operations?

1

2

3

4

5

6

1 Calendar and scheduling tools

2 Communication and collaboration tools

3 Project and task management tools

4 Automation and integration tools

5 Feedback and evaluation tools

6 Here’s what else to consider

Customer Service Operations

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What tools can you use to manage deadlines in customer service operations?

1

2

3

4

5

6

1 Calendar and scheduling tools

2 Communication and collaboration tools

3 Project and task management tools

4 Automation and integration tools

5 Feedback and evaluation tools

6 Here’s what else to consider

Customer Service Operations

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