Zum Hauptinhalt springen

Article 1 min read

Community tip: Funneling customer orders through Zendesk

Zuletzt aktualisiert: January 24, 2022

My company recently got rid of our CRM for various reasons and, while we were not quite ready to graduate to an ERP system, we had to bridge the gap between our Sales team and the processing of our orders. That’s where Zendesk came into the fold. Since it was already embedded in our internal and external systems, it only seemed natural for Zendesk to handle our customer orders as well. To test out this possibility, I created a workflow for processing orders directly through Zendesk. It worked.

Instead of using several costly systems and siloed solutions we have one centralized solution where we and our customers easily view support and orders requests in the same place. This also allows us to relay more info to our customers throughout the ordering process, improving the customer’s experience. By streamlining the workflow, we’ve also decreased turnaround time by revealing fulfillment issues at a much faster rate than when we were spread across multiple platforms.

From mapping out your process to creating useful triggers, I’ll show you my eight-step recipe for using Zendesk to funnel customer orders.

Head to the forums to get the details on this community tip

This community tip is from Sam Chandler, Customer Services Director and Zendesk Enthusiast.

Keep the knowledge flowing. For more tips like this, check out the Zendesk community.

Ähnliche Beiträge

9 min read

AI-powered efficiency for startups

What startups can do now to set a good foundation for the future.

3 min read

4 ways CX leaders are preparing for the future

As a new era of CX begins, here are the top four priorities for CX leaders for the next three years.

7 min read

What is computer telephony integration (CTI)? A guide

Computer telephony integration technology empowers your team to be more efficient and improve the customer experience. Learn the importance of CTI and how to implement it.

1 min read

Lessons from an AI success story—with XP’s Guilherme Kolberg

Hear how one of Latin America’s largest investment firms is leveraging AI to improve their customer experiences and already seeing results.