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Zendesk Tutorial - Asset Management In Zendesk
In this video we look at an amazing app my team and I created: the Asset Management app in Zendesk.
Help grow the channel: https://www.youtube.com/@dominiccx?sub_confirmation=1
Assets Management is not natively available in Zendesk, but with this help of this app, you can have the same functionality as with a third party system like Asset Panda. All natively available within the Zendesk platform.
Features vs Benefits
- Crete, assign & update objects to users to get 360 view of customer data
- SKU to keep data organised 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 of external database or third party platforms
- Assign objects to support users using their name
- View user objects in the sidebar automatically next to their ticket or profile
- Link custom objects to other objects
- Monitor object count and break 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
App is here: https://www.zendesk.com/marketplace/apps/support/896261/asset-management-with-custom-objects/
Write to me at dominic@roca.work
Видео Zendesk Tutorial - Asset Management In Zendesk канала Dominic The CX Guy
Help grow the channel: https://www.youtube.com/@dominiccx?sub_confirmation=1
Assets Management is not natively available in Zendesk, but with this help of this app, you can have the same functionality as with a third party system like Asset Panda. All natively available within the Zendesk platform.
Features vs Benefits
- Crete, assign & update objects to users to get 360 view of customer data
- SKU to keep data organised 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 of external database or third party platforms
- Assign objects to support users using their name
- View user objects in the sidebar automatically next to their ticket or profile
- Link custom objects to other objects
- Monitor object count and break 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
App is here: https://www.zendesk.com/marketplace/apps/support/896261/asset-management-with-custom-objects/
Write to me at dominic@roca.work
Видео Zendesk Tutorial - Asset Management In Zendesk канала Dominic The CX Guy
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15 декабря 2022 г. 21:30:11
00:14:08
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