Expert CRM Management with Zendesk and Freshdesk

Marline White

(0)

Starting at

$

35

/hr

About this service

Summary

I offer expert CRM management for Zendesk and Freshdesk, focusing on optimizing your customer support systems to enhance efficiency and satisfaction.
My expertise in configuring, integrating, and maintaining these platforms ensures a seamless experience for both your team and customers. With a tailored approach and ongoing support, I help businesses achieve exceptional customer service and operational excellence.

Process

Initial Consultation: We start with a discussion to understand your specific CRM needs and goals, focusing on how Zendesk and/or Freshdesk can be best utilized for your business.
Service Booking: You’ll book the CRM management service through Contra, formalizing our agreement and providing necessary details.
Access and Onboarding: I’ll gain access to your Zendesk and/or Freshdesk accounts and gather any required information to understand your current setup and needs.
Platform Configuration: I’ll perform initial setup and configuration of Zendesk and/or Freshdesk, including customization of settings, user roles, and permissions.
System Integration: Integration of CRM platforms with your existing tools and systems to ensure seamless operation and connectivity.
Workflow Optimization: Creation and refinement of workflows, automations, and processes to enhance efficiency and streamline customer interactions.
Ongoing Management and Maintenance: Continuous management of the CRM systems, including regular updates, troubleshooting, and resolving any issues that arise.
Training and Support: Training your team on effective use of Zendesk and/or Freshdesk, with ongoing support to address any questions or issues.
Periodic Reviews and Feedback: Scheduling regular reviews to discuss system performance, gather feedback, and make necessary adjustments to improve CRM operations.

What's included

  • CRM Configuration Mastery

    ◾Key Services Offered: ☑️ CRM Platform Setup: Complete setup and configuration of Zendesk and/or Freshdesk, tailored to your business needs. Includes initial customization of settings, user roles, and permissions. ☑️ Comprehensive Zendesk/Freshdesk Mastery: Proficiency in setting up and configuring Zendesk Products such as Support, Talk, Guide, and Live Chat to align seamlessly with your unique business needs. ☑️ Efficient Communication Channels: Facilitating multi-channel communication via Zendesk Support, including Facebook, Twitter, Talk, SMS, and more, for swift and effective customer interactions. ☑️ Workflow Optimization Expertise in configuring triggers and automation that prioritize and resolve customer concerns, ensuring timely resolutions and customer satisfaction.

  • Ongoing Maintenance

    Regular updates and maintenance of CRM systems to ensure smooth operation. Includes troubleshooting and resolving any technical issues.

  • Training and Support

    Training for your team on effective use of Zendesk and/or Freshdesk. Ongoing support to address any CRM-related questions or issues.

Skills and tools

Sales Manager
Customer Success Manager
Account Manager
Asana
Basecamp
Freshdesk
HubSpot
Zendesk

Industries

E-Commerce
Virtual Goods
Consumer Goods

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