Your customer service agents are the heart and the face of a large number of businesses in almost every industry. You may not speak to all of your customers face-to-face, so you trust customer service reps who represent you. The technology they use may improve or hamper the work that your customer service agents do.

What is Zendesk?

With their variety of software solutions, Zendesk may help your customer service representatives do their job better, which, in turn, should make your customers happy.

What is Zendesk, exactly?

Zendesk Helps Improve Communication

When your customers have a question that needs to be answered by your Zendesk can act as a support tracking PaaS solutions. Your customers need to have their requests handled in a timely manner. Zendesk provides a central location for all your client’s accounting related communications. If your client emails directly to your accountant, that email is in a silo, meaning that other people in your firm who may need to see the email may not.

Zendesk improves this by allowing everyone in your firm (with permission) access to the emails in one centralized location. For example, if you own an accounting firm and are helping your clients with bookkeeping or tax planning, the ability to review all your communications with your clients in one place should help you put their situation in context. This is beneficial when a situation arises years down the line that requires you to dig up an old conversation you had about bookkeeping with your client.

Zendesk may help your business to be more reliable, flexible, and scalable, especially when addressing the accounting needs or concerns that your clients have. Zendesk may improve communications, making it possible for your team to make sense of the massive amounts of often complicated accounting-related communications that you have. It may even help turn your customer service representatives into experts who are able to address the problems that your clients have quickly.

Zendesk Prevents Issues from Falling through the Cracks

The last thing that you want is for your customers to lose confidence in you because accounting related issues are not addressed in a timely manner. This may happen with email, especially if an email is sent to several individuals. Everyone receives it, but no one knows who is taking the lead to correct the issue. Since the platform may help increase your organization when prioritizing, Zendesk may help keep your client’s concerns foremost until your team has adequately addressed them.

Benefiting from the Experience of Financial Advisers

Fusion CPA provides business advisory for firms using support tracking PaaS solutions like Zendesk. We work with small and medium-sized businesses in Atlanta and around the country, helping them see how products like Zendesk may improve their interactions with customers. We show the impact this has on tax planning and bookkeeping.

Our financial advisers are concerned with more than just helping you create tax strategies. We want to show you ways to create a successful financial path, increase revenue, and make the most of technologies like Zendesk in your field. You can learn more about our services by clicking the button below to schedule a complimentary discovery call today!