How to setup Zendesk - Get your Training
This is the fourth video of the series about How to setup Zendesk from scratch.
In this lesson we talk about why it is important to get your training done before starting the setup from the next lessons. If you don't get your training, you won't be able to fully understand why and what we're doing in the following lessons.
The Process and what has been covered:
Learn/Discovery - The phase which we discuss everything related to your business
Kickoff - Meet and greet and establishing project participants ✅
Customer preparation
Business requirements - Details about a project scope and objective ✅
Business flows - A collections of everything that will be handled in your customer service tool and beyond ✅
Training - Zendesk trainings are free now trainings.zendesk.com✅
Discovery sessions - Meetings where we discuss business processes and translate them into Zendesk features
Design sessions
General walkthrough - What the system can do given the processes discussed
People - Defining types of users, How TOs and Best practices
Ticketing - Defining data collection, How TOs and Best practices
Channels - Setup for different channels How TOs and Best practices
Business rules - Automating How TOs and Best practices
Reporting - Overview of data How TOs and Best practices
Collaborative configuration - Sessions where we review client setup and jointly fix and setup different workflows
Technical assistance - An overview of security, email and domain setup
Launch - A review checklist for setup
Handover