Assume you just became in charge of a major project inside the Customer Success team – implementation of a new CRM tool called Zendesk. Your job is to migrate from the old CRM system to the new and improve the overall agent and player experience inside the new tool by implementing new features and optimizing workflow.
Explain how you would approach this new challenge. What would be your first task?
Check out Zendesk’s website and write 5 things that you think are crucial for a fully functional CS team.
Since Zendesk requires quite a lot of implementation you would have to work with different teams, from BE to IT and design team. write a draft message to an IT specialist, asking him to help you implement a spam filter in Zendesk.
