Saas self service
- Saved a month after the portal's cost
- $2,841
- Tickets deflected a month
- 360
- Saved a year
- $34,092
The numbers on this page come from the inputs you enter and the method stated: 3,600 seconds to an hour, 52 weeks to a year, twelve months to a year, and nothing else. No industry shrinkage figure, no occupancy benchmark and no assumption about your attrition; every one of those is yours to enter.
SaaS self service is the version of customer self-service where the customer is an account: a company on a plan, with seats, invoices, a billing contact and a product they use every day and ask the same questions about. A software company's ticket log is dominated by three kinds of request, the how-to question the product should have answered, the account change the customer should have been able to make, and the invoice they should have been able to find, and a self-service portal is the place all three go. This page is about what the portal holds for a software company and what it deflects; the free deflection savings worksheet on this site works the case from your own ticket count, with no account and no vendor named.
Open the Customer self service software: the deflection savings Free to use. No account, no card, no trial clock.
The how-to question: the help centre
Most of a software product's tickets are questions the documentation should answer, and the content plan is sized from the ticket categories: the worked example's eight categories at four articles each is 32 articles covering 80% of 1,200 tickets a month. A software company's categories map to its features, and the articles are the ones support already pastes into replies.
The account change and the invoice: the account view
Plan changes, seats added, billing contacts updated, invoices downloaded: none of these need an agent, and each is a ticket today. The account view shows the customer their own plan, seats, invoices and payments and lets them change what the pricing page says they may; the paid plan keeps each change as a request against the account.
What it saves, at a software company's volumes
1,200 tickets a month at a 30% share is 360 deflected, $2,841 a month at $8 a ticket less a $39 portal, and $34,092 a year on the worked example, before the account changes that stop being tickets at all. The help-desk suites price their portals per agent, $19 to $115 per agent per month on the pages cited below; this site prices the company.
Will it do what you need for Saas self service?
Tell us how your team plans its staffing today and where the number gets argued; a person who has built one answers.
Saas self service: common questions
What does SaaS self service include? A help centre for the product's how-to questions, an account view where the customer changes their plan, seats and billing contact and downloads invoices, and a request form for what those cannot do. The worksheets on this site size the help centre and work the saving.
How do help-desk suites price a customer portal? Per agent per month: Freshdesk Growth $19 billed annually, Zendesk Suite Team $55 paid yearly, Suite Professional $115, on the pages cited below and read on the date shown. Deflectvo Pro is $39 a month for the company.
Is there a free worksheet for the self-service business case? Yes. The customer self service software worksheet on this site is free and needs no account: tickets, share, agent cost, portal cost, set-up hours and a rate in, deflection, savings and payback out, printed as it stands.
Orgplanly Pro
Keeping what you make
The worksheet answered today's question. Pro keeps the answer: the plan you just worked saved against the team it belongs to, re-opened at the next review instead of rebuilt, branded and exported for the budget meeting.
- Download the finished checklist or intake form as a file the client accepts
- The paperwork goes out clean, without the Kickoffo watermark
- Re-use the checklist for the next client instead of rebuilding it
- Your firm's logo on every checklist and form you send
- Export every client's onboarding at once when the account review or the buyer asks
- Send the plan for review from the record, not a spreadsheet
- Not part of Orgplanly today; your billing stays where it is
- Not part of Orgplanly today; your ledger stays where it is
$90per month, whole team
Start Orgplanly Pro PricingOrgplanly Pro renews monthly at $6.50 per user per month until you cancel; the price and renewal terms are shown before checkout.