Making the real cost of support visible
Connected Zendesk activity with CRM accounts to show which customers needed more support, training, or attention.
Built directlyAutomation / Customer support · PRIOR PROFESSIONAL WORK
An automated intake workflow that asked the missing questions before a support rep picked up the ticket.
I designed the process and built the workflow.
Client support requests often arrived by email without enough detail to resolve the issue. The team had to go back and forth before a person could begin working on the problem.
WHAT CHANGED
Average issue resolution time compared before and after the intake automation using support reporting.
Reduced unnecessary back and forth before a support rep began resolving the issue.
CONNECTED EXPERIENCE
Connected Zendesk activity with CRM accounts to show which customers needed more support, training, or attention.
Built directlyAn inbound IVR and AI voice workflow using CRM lookups to improve lead information and human handoffs.
Configured the workflowA consistent classification and review process for recurring bugs, training needs, and feature requests.
Designed the processIllustrative reconstruction based on the workflow I built or managed. No client data shown.
LET'S MAKE THE WORK EASIER.
Have a workflow that needs a better way? Start with the work that looks closest to yours.
If you found this site through Upwork, please keep project communication on Upwork until a contract is in place.