Zendesk Onboarding
Why Onboarding Zendesk Matters?
Welcome to our Zendesk onboarding service! At ROCA.WORK, we specialize in providing expert guidance to businesses of all sizes to help them get started with Zendesk. With our help, you can take your customer service team to the next level and get the most out of this powerful platform.
Our team of Zendesk professionals has years of experience in setting up and customizing Zendesk for businesses like yours. We'll work closely with you to ensure a seamless onboarding experience, starting from the initial setup to ongoing support and training. Our personalized approach to services means that we will tailor our solutions to meet your specific business needs and goals.
Through our onboarding service, you'll be able to start providing better customer service right away, improving customer satisfaction and loyalty. With our expertise, you can leverage Zendesk Support, Chat and Messaging, Guide Knowledge Base, Explore for reporting and create the ultimate CRM experience for your customers and your team. We offer Zendesk pricing options that are flexible and affordable, making it easy for you to get started.
As an experienced Zendesk Premier partner, we have developed the perfect methodology for getting the most out of Zendesk. The method has also been perfected by the Zendesk Professional Services team throughout 1000+ projects. We know because we’ve worked in the Professional Service team too. By working with us, you can feel confident that you're getting the best possible guidance and support for your Zendesk onboarding.
Products We Onboard Zendesk For
Zendesk Support
Zendesk Messaging
Zendesk Guide / Help Center
Zendesk Chat
Zendesk Explore
Zendesk Talk
Zendesk Sunshine
Zendesk Sell
Process For Zendesk Onboarding
An optimized Zendesk system can take your business a long way. You can save time and money, increase brand loyalty and encourage self service.
Zendesk Onboarding Process
The process may look complicated, but it’s the best one out there. Why? Well, because it’s been optimised by the Zendesk Professional Service team through time and 1000+ clients.
Part 1 - Learn and Discovery
During the Learn and Discovery phase, we work closely with you to define your business requirements, processes, and use cases for Zendesk. Our expert team also provides training to help you become a Zendesk admin. Once you've completed your homework, we conduct discovery sessions to ensure a thorough understanding of your business needs. With our efficient process, we discuss things three times and set up Zendesk once.
Part 2 - Design Phase
Translate your business needs into Zendesk features and:
Define your customers and support team
Configure Zendesk for ticketing and different support channels
Establish business rules to increase productivity
Provide an overview of data reporting for better decision-making
Collaborative configuration sessions to transfer knowledge for self-reliance
Technical assistance for security, email, domain setup, single sign-on, and host mapping.
Part 3 - Launch Phase
Go Live with Confidence. After thorough configuration and testing, we'll review your Zendesk setup with a checklist to ensure a seamless transition to Zendesk. Once we're confident everything is working correctly, we'll take you live. We'll follow up after a few days to ensure your Zendesk setup is working well and make any necessary final tweaks. Our goal is to give you the keys to the system with confidence, so you can start using Zendesk to provide top-notch customer support.
Benefits Of Our Methodology
Simplified processes
Save time
Scale ready solution
Productive team
95% positive CSAT
Metrics to help you make better business decisions
Show management you made a good choice
Automate as much as possible and focus on growing your business
Reduce churn
Increase customer loyalty
Save costs
Testimonials From Our Clients
Kathy Elson, CEO SmartMLS
We are very pleased with our experience working with the entire Roca crew. From the outset, they carefully listened to our overall goal, including our current struggle points, and developed a course of action that was tailored specifically to our most urgent needs. They provided workable solutions and took the time to walk us through their processes so we have a better understanding of the intricacies of Zendesk. With their help, we now have many of the tools we need to manage our environment more effectively in the future. Roca has wonderful team members all over the globe that made themselves available to us at all hours of the day (and night). Each specialist was exceedingly pleasant and professional, and completely vested in delivering the best solution for our unique needs. Everyone we have worked with has helped us move closer to our goals. We are encouraged by the results we have seen thus far and are excited about continuing our collaboration.
Spencer Patton / Chief Customer Officer (CCO)
Not only is this man incredibly talented when it comes to just about all things Zendesk-related, his is genuinely one of the best guys I've met. I'd be lying if I didn't say that one of the reasons I'd like to continue with ROCA is to continue working with such a bright dude like Barry who continues to interest me more and more in both Zendesk and ROCA itself. I genuinely cannot begin to tell you what a fantastic asset Barry is to your team, although I'm sure you're already quite aware. He's an absolutely wiz and an incredibly personable guy. I cannot speak highly enough of his attention to detail or his willingness to adapt to the day's requirements and requests. A true gentleman and a scholar.
Danny Albers / Senior Project Manager
CANdata reached out to Roca.work for help to leverage all the knowledge capture and search tools in our Zendesk enterprise platform. The Roca team took the overwhelmingly large and interlinked Zendesk guide documentation and brought it together for us into a roadmap we could follow to success. Roca.work exceeded expectations, and within a few weeks we went from a strong desire to improve to having a clear concise knowledge capture process for 5 product brands and we have been successfully using it since.
How To Start Your Zendesk Onboarding
Book a free strategy call with Dominic, our founder.
Dominic Brasoveanu, CX Enthusiast