Optimization Services

Optimization Services

Lite Package

Leverage a Zendesk expert who will help identify areas for improvement and establish a path forward to evolve your customer & agent experience. Whether your workflow needs to be streamlined or you’ve inherited an outdated configuration, Lite will get you on the right track. Includes:
● Designated Zendesk consultant
● Remote sessions focused on admin training, workflow design, and configuration coaching
● Go-forward Recommendations Document
● Post optimization check-in

Optimization Services

Core Package

Work side-by-side with a Zendesk expert who will deliver hands-on discovery, design, functional configuration, and follow-on technical guidance. Whether you need to gain efficiency with advanced functionality or enhance your platform use with technical guidance, Core will take you to the next level. Includes:
● Designated Zendesk project manager
● On-site assessment workshop
● On-site design and workflow mapping
● Shoulder-to-shoulder configuration changes
● Admin Overview training
● Functional Design Document based on business goals
● Technical Design Document
● Post optimization review

"Zendesk's Professional Services team made a big impact on the business results we can get from Zendesk in a short period of time. After being a customer for many years, we took this opportunity to revisit the way we use Zendesk in order to get the most out of new capabilities that have been added to the product."

Tim Smith

Vice President, Consulting & User Services