CRM ADMIN

CRM Admin/Implementation/Training

Customer Experience Agent

Custom training on using CRMs (such as Zendesk) in the Agent role with the goal of scoring high CSAT and CES.

Positive Customer Experience

How to become the best partner for your clients.

CRM Admin

Custom training on how to be an Admin for a CRM instance with a focus on workflows, integrations, and reporting

Working a Project

How to use systems such as Harvest, Asana, JIRA, and Confluence to best track and present your work.

OUR STANDARD REPORTS

Daily Agent Report

Support Weekly Report Template
Zendesk Plan - Company B.pptx
Plan for zendesk updates