Zendesk Implementation Program

Looking to set up your customer service operations? Our Zendesk Implementation Program can help! We'll work with you to create a 7-step plan tailored specifically to your needs, and we'll handle all the changes for you. With our help, you'll see a dramatic improvement in your customer service efficiency and satisfaction.

Goals

What we set out to do with each Zendesk Implementation
  • Bridge the gap between now and scalability.

  • Enable you to realize the investment in your Zendesk.

  • Allow you to do more with less.

Our Approach to a Zendesk Implementation

1.
Planning

How do we get your goals met?

2.
Development

How do we manage change as we take you from old to new processes?

3.
Creation

What materials are required to transition your team into their new world?

5.
Adjustment

Outcome of the Review period.

6.
Go Live

Changes go live, this includes in trainings or process updates.

7.
Transition

Who will be taking over for you long term? What do they need to know?

4.
Review

How can we improve and prepare you for change management?

What's included?

Zendesk Implementation items: Triggers and automations. Proper notifications for your customers/clients Customized ticket fields and forms to track your contacts (required for reporting). User and Organization strategy and Schedules. Views and Macro curation. Website widget for Support. Add on: Guide, Answer Bot (requires Guide), Talk and or Chat.

  • Change Management

  • User Training

  • Best practices and how your Zendesk works (documentation)

How to Get Started

The first step to working together is to understand your business case and we do this through an Intro call. Once we understand your situation, we will put together a customized service for you and introduce you to the team who would be assisting you on your journey. We don't believe in handing our Clients off to a different team once you're onboarded. The person who helps you understand your solution also sees you through your engagement for as long as you're with us.

To get started, book a call with us, or complete our Intro Questionnaire. After we get to know a bit more about you, you can expect an Exploratory call within about a week. If you have an urgent matter, please call us at (310) 844-1172. We're here for you Monday - Thursday, 9 AM - 5 PM PST.