Zendesk configuration and setup.

I would like to get advise from a consultant on Customer Service to Zendesk.

We are looking for an expert on Zendesk configuration, setup and workflow recommendations.

As an electrical services provider we deal with a mixture of B2B and B2C customers engaging with around 500 per month. It is important that we respond in a timely manner and get feedback on our responses.

Basic setup and recommendations on workflow for our two teams of 6 people each. 1) Operations 2) Accounts.

We have inputs from email, online forms and phone. However we would also like to start an online chat.

Most of the work is carried out in our job management system simpro which holds all our customer and supplier information. We also use Asana as a task management system and goole suite as document storage and communication.

Typical enquires generally basic but there is quite a large volume and we want to stream line it. Example are;
Accounts Payable. (requesting payment, sending in invoices/remittance/statements)
Accounts Receivable. (requesting copy of invoice, credit, disputes, statements)
Job applications.
Requesting work.
Requesting a quote.

We would like to implement this initially with our shared accounts email address to test and observe.

I have placed a $1,000 budget but am interested in feedback on how much I should allow to do this correctly. There will also be an ongoing component/review process.

Thanks
About the recuiter
Member since May 20, 2018
Debasish Bhatta
from Van, Turkey

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