Asset Management APP with Custom Objects In Zendesk
Hi there, you beautiful reader, you. Another hopefully inspiring blog post for you. This time about how to manage assets in Zendesk.
Every business has assets; these value items must be managed (i.e recorded and tracked) appropriately for damage or loss. Examples of these valuable items are laptops, printers, vehicles, products, subscriptions for customers, etc.
Tracking your assets is essential for every business, whether you're a small business or big cooperation with thousands of employees. Being able to keep tabs on valuables you have invested money and resources in helps your business become more efficient.
However, monitoring these assets in a spreadsheet can be clunky. To make things easy for your business and team, using our Assets Management App, you can track all your valuables and the people assigned to these items right in Zendesk.
You can also use the app to track inventory and customer purchases. The app allows a 360 view of customer purchases and previous interactions. This way frontline agents can be more efficient in resolving tickets since they can easily view customer purchase history all in one place without going back and forth several times for a better customer experience.
Also with in-built analytics, team leads and managers can easily view reports and group assets by their unique properties.
The Sunrise asset management app is here to make your team and your customer's life easy. The app is easy to set up and integrate with Zendesk. We offer a 7-day free trial period to help you decide if it’s the right tool for your business and use case.
Below is a video tutorial on The Sunrise Asset Management App In Zendesk.
This video looks at an amazing app created by the team at Roca: the Asset Management app in Zendesk.
Assets Management is not natively available in Zendesk, but with the help of this app, you can have the same functionality as with a third-party system like Asset Panda. All are natively available within the Zendesk platform.
Features vs Benefits:
Create, assign & update objects to users to get 360 views of customer data.
SKU to keep data organized directly in Zendesk.
Reports for visibility for business decisions.
Group objects by properties to overview SKU, my assigned objects vs unassigned, etc.
Other features:
Overview of all custom objects and their relation to Zendesk objects (users, organizations, etc) and each other.
Create, read, update, and delete sunshine custom objects with a powerful Zendeks UI.
Represent real assets and data models in Zendesk without the need for an external database or third-party platforms.
Assign objects to support users using their names.
View user objects in the sidebar automatically next to their ticket or profile.
Link custom objects to other objects
Monitor object counts and break them down by attributes (e.g. SKU) and relationships (e.g. assigned vs available).
Bulk import up to 1000 records at a time.
CSV import of data.