Organizing and Optimizing your Zendesk

This month’s Success with Zendesk release is all about getting the most out of your instance with quick and easy organization and optimization suggestions. Here at Zendesk, we want to help you unlock the full potential of your account with simple yet powerful optimizations that can dramatically boost your team’s efficiency and effectiveness. Removing unused ticket fields, reassigning licenses, and reducing unmonitored business rules are changes that can have a big, positive impact on your team’s productivity when adjusted properly.  We’ve included a bunch of resources to help get you started on any spring cleaning efforts or routine maintenance you’re looking to achieve! 🫧
 

 Customer Success on demand

Videos this month can be found here and cover the following topics:

Optimizing your Zendesk

This video will serve as an introduction to our series on optimizing your Zendesk, give you the ultimate optimization checklist, and help point you in the right direction for an effective, routine maintenance practice. 💪

Common pitfalls and how to avoid them

Whether we like to admit it or not, mistakes do happen - and that’s okay! This video discusses some of the common mistakes Zendesk users make when it comes to routine maintenance and how to repair them. 🧰

Benefits of optimizing your Zendesk

While there are many reasons to, this video goes into detail about the benefits of optimizing your Zendesk instance and how routine maintenance can lead to more success with the tool. 👏

More resources for you - 

Customer Success Live

Chat with our Success team and fellow Zendesk customers in this collaborative setting. A weekly opportunity to learn best practices & tips to strengthen your teams and achieve your goals.
Business rules- Trigger and automation deep dive and best practices

Q and A with Zendesk Customer Success

Community events

Admin User Group - October 2023 Meeting - The Future is Now

Uplevel your knowledge with Zendesk Training

As you’re looking to understand how to maintain your Zendesk, we highly recommend taking our free, on-demand training.

• Complete this training
• Become certified and share your messaging expertise with your network 
• Need a little more assistance getting started? Check out this Digital Launch Package

If you found this information helpful, be sure to follow this topic to be notified of new posts curated by your very own Customer Success team.