Customer & Sales

Service

Resolve faster, retain longer

Yggdrasil Service gives your support team a structured system for tracking customer issues from first contact to resolution. Tickets flow through configurable statuses on a Kanban board, RMA and warranty claims are managed with full audit trails, and every interaction is linked back to the customer's account record so nothing falls through the cracks.

Service — Resolve faster, retain longer

Desktop Application

See It in Action

Service module — Yggdrasil desktop application

Key Capabilities

Ticket Management

Track every customer issue with a structured, visual workflow.

  • Kanban board with drag-and-drop status transitions
  • Priority, category, and SLA tagging
  • Automatic assignment by team, skill, or round-robin
  • Internal notes and customer-facing replies
  • SLA countdown timers with escalation triggers

RMA Processing

Handle product returns with a repeatable, auditable process.

  • RMA request creation linked to original sales order
  • Return reason codes and condition tracking
  • Warehouse receiving integration for returned goods
  • Replacement or refund workflow routing
  • Full return history on the account record

Warranty Claims

Manage warranty entitlements and process claims efficiently.

  • Warranty registration tied to serial numbers or lots
  • Automatic entitlement check on claim creation
  • Repair vs. replace decision workflow
  • Cost tracking for warranty reserve reporting
  • Expiration alerts and renewal prompts

Knowledge & Reporting

Learn from every ticket to improve future resolution times.

  • Resolution notes and root cause tagging
  • First-response and resolution time metrics
  • Customer satisfaction tracking
  • Repeat issue detection
  • Exportable ticket analytics

How It Works

01

Intake

Tickets are created via API, email hook, or manual entry. Automatic routing assigns the right agent.

02

Triage

Agents classify priority, category, and SLA. Entitlement checks run for warranty and RMA claims.

03

Resolve

Work the ticket through configurable statuses. Internal collaboration and customer replies are threaded.

04

Close

Resolution notes and root cause are captured. Metrics feed into SLA compliance and satisfaction reports.

Connected Modules

Service doesn’t work in isolation — it shares data and events with these modules in real time.

Interested in Service?

Service is part of the Yggdrasil ERP platform. Explore the full platform or get in touch to discuss your needs.