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H E L P S T R E A M                                  S O L U T I O N                          O V E R V I E W




Deliver Extraordinary Customer Service,
Generate Remarkable Savings
                                                  Helpstream is the world’s first fully integrated community-driven customer service
                                                  system. Helpstream enables Web based businesses to more effectively support
                                                  their customers and build outstanding relationships while dramatically lowering
                                                  service costs—generating positive ROI in as little as 4 months.

                                                  Helpstream connects customers in an online community and provides them single point
                                                  access to an integrated knowledge base and case management solution. As a result,
                                                  customers become more self sufficient in solving their own service issues, creating a
                                                  rewarding service experience and in many cases reducing agent case load by over 50%.
                                                  Helpstream enables customers to help each other, and it provides service and market-
                                                  ing professionals powerful tools to capture “voice of the customer” insights. This
“Helpstream allows us to more                     provides an excellent on-ramp to launching an enterprise community strategy because
effectively engage and interact with              when customers are engaged and satisfied, marketing and selling become much easier.
our customers – improving the
customer service experience while                 Transform the Customer Service Experience
keeping our support costs down.
The solution provides us an ideal                 Helpstream fundamentally changes the customer self service experience through our:
platform for launching our customer               x Community-driven approach
success community giving us actionable            x Single point access to community, knowledge base and customer service
insights into customer behavior and               x Deep end-to-end business process integration.
enabling us to better identify and
                                                  By placing community at the front end of customer service, Helpstream gives
address user needs.”
                                                  customers the power to tap insight from a broad spectrum of experts including
Phil Fernandez                                    service representatives, partners, and other customers.
CEO, Marketo
                                                  This single point of access to all information about your products and services,
                                                  along with the ability to conduct many-to-many conversations drastically improves
                                                  self service resolve rates. Still, at any point, customers who need agent assistance
                                                  can easily get it via a single click.
                                                  With each interaction, Helpstream tracks details about customers and how they are
                                                  using your products, giving you finger tip access to service efficacy across multiple
                                                  channels. And since information can flow freely across interaction channels, your
                                                  knowledge base grows organically over time, based on the demonstrated needs of
                                                  your customers.

                                                        Helpstream’s Waterfall ROI Report Illustrates Service Channel Efficacy




                                        ®

              community-driven customer service
Provide Outstanding Customer Support While Lowering Service Costs




                                                                                                                                                                                H E L P S T R E A M
Helpstream uses state of the art cloud-based collaboration technologies and tight integration between community,
knowledge base, and case management to transform and Web enable customer service processes around one easy to
use and deploy solution.

Integrated Self Service Portal
A self service portal provides customers access to one
trusted source of information about your company
and products. Through the portal authorized users




                                                                                                                                                                                S O L U T I O N
can browse or search for information, interact in the
community, or submit, update, and check the status
of a case. The portal provides end users permission-
based access to the same information available to
service representatives.
Federated Search




                                                                                                                                                                                O V E RV I E W
Searching for information is fast and efficient in
Helpstream. Users simply key in a question or search
term and press “Go.” Helpstream simultaneously
finds matching content across all areas including:                               Powerful Federated Search enables users to easily locate all content relevant to their query
x   Q&A threads, discussions, and ideas in the Community
x   FAQs, checklists, and rich content articles in the Knowledge Base
x   Open and closed case histories from the Service Desk
x   Matching content from external knowledge repositories and other Web based content sources (e.g., Google)
                                                                                             Community
                                                                                             Through the community customers can ask / answer questions,
                                                                                             designate best answers, open discussions, post comments, and
                                                                                             maintain their public profile. An innovative feature called
                                                                                             Idea Brainstorming enables users to submit improvement
                                                                                             suggestions that can be voted and commented on by other
                                                                                             users. Voting extends to all types of information, allowing
                                                                                             users to sort and view the most popular content. Electronic
                                                                                             subscriptions enable users to receive automatic notifications
Idea Brainstorming captures improvement suggestions, comments and                            of new posts in areas of their interest. In all cases, service
“thumb up” votes from the community                                                          representatives retain full editorial control and can determine
                                                                                             what is published for public and private viewing.
Service Desk
Helpstream’s case management provides rich functionality to route, queue and manage cases for resolution in accordance with
customer service level agreements. Using customizable workflow, user-definable fields and rules-based escalation, case assign-
ment can be streamlined or controlled manually via drag and drop. Agent assignable checklists can be used to communicate
complex step-by-step procedures and enable customers to effortlessly transition between self service and agent-assisted mode
if they get stuck on a specific instruction. Email integration allows end users to create, update, close and rate cases via email.
Knowledge Base
The knowledge base provides document content management capabilities and stores any type of file, each with publishing
rights, version controls and usage tracking. It includes authoring tools and permission controls so that particularly useful
community posts or case histories can be easily converted into wiki articles where they can be specifically formatted, tagged
for search and then kept up-to-date by subsequent users.


Helpstream, Inc | 2001 Landings Drive | Mountain View, CA 94043 | Phone: 650.605.6800 | sales@helpstream.com | www.helpstream.com
                                                   ©2009 Helpstream, Inc. Helpstream is a U.S. Registered Service Mark of Helpstream, Inc.

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Helpstream Solution Overview

  • 1. H E L P S T R E A M S O L U T I O N O V E R V I E W Deliver Extraordinary Customer Service, Generate Remarkable Savings Helpstream is the world’s first fully integrated community-driven customer service system. Helpstream enables Web based businesses to more effectively support their customers and build outstanding relationships while dramatically lowering service costs—generating positive ROI in as little as 4 months. Helpstream connects customers in an online community and provides them single point access to an integrated knowledge base and case management solution. As a result, customers become more self sufficient in solving their own service issues, creating a rewarding service experience and in many cases reducing agent case load by over 50%. Helpstream enables customers to help each other, and it provides service and market- ing professionals powerful tools to capture “voice of the customer” insights. This “Helpstream allows us to more provides an excellent on-ramp to launching an enterprise community strategy because effectively engage and interact with when customers are engaged and satisfied, marketing and selling become much easier. our customers – improving the customer service experience while Transform the Customer Service Experience keeping our support costs down. The solution provides us an ideal Helpstream fundamentally changes the customer self service experience through our: platform for launching our customer x Community-driven approach success community giving us actionable x Single point access to community, knowledge base and customer service insights into customer behavior and x Deep end-to-end business process integration. enabling us to better identify and By placing community at the front end of customer service, Helpstream gives address user needs.” customers the power to tap insight from a broad spectrum of experts including Phil Fernandez service representatives, partners, and other customers. CEO, Marketo This single point of access to all information about your products and services, along with the ability to conduct many-to-many conversations drastically improves self service resolve rates. Still, at any point, customers who need agent assistance can easily get it via a single click. With each interaction, Helpstream tracks details about customers and how they are using your products, giving you finger tip access to service efficacy across multiple channels. And since information can flow freely across interaction channels, your knowledge base grows organically over time, based on the demonstrated needs of your customers. Helpstream’s Waterfall ROI Report Illustrates Service Channel Efficacy ® community-driven customer service
  • 2. Provide Outstanding Customer Support While Lowering Service Costs H E L P S T R E A M Helpstream uses state of the art cloud-based collaboration technologies and tight integration between community, knowledge base, and case management to transform and Web enable customer service processes around one easy to use and deploy solution. Integrated Self Service Portal A self service portal provides customers access to one trusted source of information about your company and products. Through the portal authorized users S O L U T I O N can browse or search for information, interact in the community, or submit, update, and check the status of a case. The portal provides end users permission- based access to the same information available to service representatives. Federated Search O V E RV I E W Searching for information is fast and efficient in Helpstream. Users simply key in a question or search term and press “Go.” Helpstream simultaneously finds matching content across all areas including: Powerful Federated Search enables users to easily locate all content relevant to their query x Q&A threads, discussions, and ideas in the Community x FAQs, checklists, and rich content articles in the Knowledge Base x Open and closed case histories from the Service Desk x Matching content from external knowledge repositories and other Web based content sources (e.g., Google) Community Through the community customers can ask / answer questions, designate best answers, open discussions, post comments, and maintain their public profile. An innovative feature called Idea Brainstorming enables users to submit improvement suggestions that can be voted and commented on by other users. Voting extends to all types of information, allowing users to sort and view the most popular content. Electronic subscriptions enable users to receive automatic notifications Idea Brainstorming captures improvement suggestions, comments and of new posts in areas of their interest. In all cases, service “thumb up” votes from the community representatives retain full editorial control and can determine what is published for public and private viewing. Service Desk Helpstream’s case management provides rich functionality to route, queue and manage cases for resolution in accordance with customer service level agreements. Using customizable workflow, user-definable fields and rules-based escalation, case assign- ment can be streamlined or controlled manually via drag and drop. Agent assignable checklists can be used to communicate complex step-by-step procedures and enable customers to effortlessly transition between self service and agent-assisted mode if they get stuck on a specific instruction. Email integration allows end users to create, update, close and rate cases via email. Knowledge Base The knowledge base provides document content management capabilities and stores any type of file, each with publishing rights, version controls and usage tracking. It includes authoring tools and permission controls so that particularly useful community posts or case histories can be easily converted into wiki articles where they can be specifically formatted, tagged for search and then kept up-to-date by subsequent users. Helpstream, Inc | 2001 Landings Drive | Mountain View, CA 94043 | Phone: 650.605.6800 | sales@helpstream.com | www.helpstream.com ©2009 Helpstream, Inc. Helpstream is a U.S. Registered Service Mark of Helpstream, Inc.