Tools and templates

Free tools and templates for CX professionals.

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9 min read

10 free sales forecast templates to project future revenue

An accurate sales forecast can help ensure you hit your numbers. Learn how to forecast sales with our free sales forecast templates so you can help your team track performance, make data-driven predictions, and achieve sales goals—quickly and easily.

Sales Forecasting Sales Methodology

Article
14 min read

Call center scripts: Script openings, best practices, and template

Consistently deliver excellent customer service experiences by using carefully written call center scripts.

Agent tips Phone

Best practices for conversational customer service

Companies are gravitating towards conversational customer support for the same reasons customers are: it's fast, personal, convenient, and secure.

Article
10 min read

30-60-90 day sales plan for managers, reps, and sales territories

Establish credibility and confidence with a clear 30-60-90 day sales plan.

Sales productivity Sales strategy

Make yourself heard

Join the Zendesk Experience Research Panel and help shape the future of our products.

Article
8 min read

10 key customer service metrics to measure

From customer satisfaction to resolution time, customer service metrics help teams measure performance. Download our free guide below.

4 min read

Customer service structure: How to build an effective support team

Structuring your customer service organization requires rethinking how to best provide support, what people and skills you need, and how you will organize it.

Team efficiency

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