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Zoho Desk

Superior Customer Service For Your Growing Customer Base

CUSTOMER SUPPORT AND HELP DESK

Zoho Desk is a cloud-based customer support and help desk software designed to help you manage customer inquiries, provide efficient support, and streamline your customer service operations.

We Help Professional Services Businesses Thrive:

Consulting, accounting, bookkeeping, taxes, financial planning, coaching, insurance, mortgages, investments, law, engineering and more!

Zoho Desk Overview

Zoho Desk offers a range of features and tools that enable businesses to effectively handle customer interactions and provide timely assistance. Here are some key features of Zoho Desk:

Efficiently manage customer inquiries and support tickets
Provide quick and effective customer assistance
Build a comprehensive knowledge base for self-help
Foster collaboration among support agents for faster issue resolution
Gain real-time insights and analytics on support performance
Integrate with various communication channels for seamless support
Automate workflows and tasks to boost productivity
Ensure the security and privacy of customer data
Enhance customer satisfaction and loyalty
Streamline support processes for greater efficiency
Empower customers to find answers on their own
Deliver exceptional support across multiple platforms
Improve customer support performance and response times
You can see all features in detail by clicking here to go to Zoho's website (opens in a new tab): Zoho Desk

Compare Zoho Desk To (opens in a new tab):

Zoho Desk Images

1 / 21 - Dashboard

Desk-01 Dashboard

2 / 21 - Ticket Timeline

Desk-02 Ticket Timeline

3 / 21 - Round Robin Assignment

Desk-03 Round Robin Assignment

4 / 21 - Work Modes

Desk-04 Work Modes

5 / 21 - Ticket Priority

Desk-05 Ticket Priority

6 / 21 - SLAs and Workflows

Desk-06 SLAs and Workflows

7 / 21 - Increased Self-Service

Desk-07 Increased Self-Service

8 / 21 - Dashboard 2

Desk-08 Dashboard 2

9 / 21 - Truly Multi-Channel

Desk-09 Truly Multi-Channel

10 / 21 - Unified Console

Desk-10 Unified Console

11 / 21 - Canned Responses

Desk-11 Canned Responses

12 / 21 - Interactive UI For Agents

Desk-12 Interactive UI For Agents

13 / 21 - Build Your Own Community

Desk-13 Build Your Own Community

14 / 21 - Personalized Interaction

Desk-14 Personalized Interaction

15 / 21 - Chat With Zia

Desk-15 Chat With Zia

16 / 21 - Classify Tickets

Desk-16 Classify Tickets

17 / 21 - Customer Context

Desk-17 Customer Context

18 / 21 - Collaborative Private Comment

Desk-18 Collaborative Private Comment

19 / 21 - Happiness Rating

Desk-19 Happiness Rating

20 / 21 - Get Instant Context

Desk-20 Get Instant Context

21 / 21 - Social Media Customer Service

Desk-21 Social Media Customer Service

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Project Outline

The Zoho Desk application requires configuration and customization to match you and your company’s needs. Here is a quick outline of the steps required in the implementation of this application.

1. Requirements Gathering

Gather and document your specific requirements, including your business processes, workflows, and any specific functionality you require.

2. System Configuration

This will involve setting up all aspects of the application, user accounts, configuring integrations with other systems, and configuring security settings.
The information gathered during the Requirements Gathering will be beneficial here.

3. Custom Changes

Using the previous steps for guidance, this includes adding custom fields and values, user interface optimization, and testing the application.
Once the initial application changes and/or updates are completed, you can request any further changes you want to see in the final product.

4. Implementation

This includes installing and configuring the cloud-based software, testing the login process on different devices and reviewing the training material with your staff on how to use the application.

5. Support and Maintenance

This may include troubleshooting and resolving any issues that arise, providing updates and upgrades, and ensuring the application is running smoothly.

6. Review and Feedback

The last step is to review the solution with you and your team and gather feedback to identify areas that may need to be improved.

Scope Of Work

The software apps are cloud-based and run on current web browsers or the iOS /Android app on your smart phone or tablet. It requires only an internet connection. There no local installations or further IT costs for hardware, software or personnel.

1. Setup and Configuration

We will get the application setup and ready to go.
It can be used live at this point.
It is more like a wireframe, before configuration and customization, which comes next in the Planning phase.

2. Planning and Data Collection

We will discuss the initial setup, the configuration and customization needed for your business, and the training prescribed.
This, along with data collection, is initiated using an online form for you or your team to fill in, along with online meeting discussions.

3. Customization and Testing

We will implement the configuration and customizations required based on the planning meetings.
Testing.

4. Training

We will provide online remote training with you and/or your staff.
We also provide training manuals.

5. Documentation

We will document the entire project, including planning, work and training, and it will always be available in our Customer Portal, which you can log into any time.
Our Customer Portal contains all of the products, services and projects you have purchased from Business Growth Success.

6. Hours Budget

We need to control the scope of the project or it can go into many different tangents lasting many hours not covered in the pricing.
The hours budget for all of the customization and testing, training, and documentation sections is 10 hours.
If further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate. See the Pricing section.

7. Timing

Timing will be discussed during the project planning, but generally the project can be finished within one or two weeks, depending on the amount of customization required and scheduling availability.

8. Location

All work is done remotely and meetings are accomplished virtually using software provided by Business Growth Success.

9. Support, Maintenance and Updates

Once the project is completed, we will take care of regular updates and maintenance, as well as support for issues on our end.
After completion, new support, additions and modifications for your team is billed at our regular hourly rate of $125 USD per hour.

Pricing

[A] Software: pricing is based on the pricing table from Zoho Corporation (see examples below).

[B] Project Services: pricing includes setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates in accordance with the Scope of Work section above.

[C] Additional Services: if further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate of $125 USD per hour. To keep the price low, we work remotely and automate a lot of the entire process. We will always have discussions and training via online meetings.

[D] Project Services Price: $1,999 USD

[E] Terms: before initiating the project, we require an initial 50% deposit on services of $999.50 USD, the balance is due on completion.

Zoho Desk

Software

To Be Purchased

Directly From Zoho

$ Monthly

OR

$ Annually

We can discuss Zoho Software purchasing once you are on board after purchasing the 50% deposit on project services (see pricing to the right).
To see Zoho Workplace software pricing from the Zoho website, click here: Zoho Books Pricing (USD) or Zoho Books Pricing (Canada)
To see the Plan Comparison, click here:
Plan Comparison (USA) or Plan Comparison (Canada)

Zoho Desk

BGS Services

Implementation Services

Are Purchased Here

50% Deposit

$999.50 USD

Zoho Desk Implementation full project cost is $1,999 USD, so 50% deposit on services is $999.50 USD.
Project includes setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates.

Zoho Apps

Value for Money!

Simplify, Integrate & Automate

Secure & Keep Privacy First

Over 100 Million Users

Mobile App

Guarantee

Quick Setup

Support Whenever You Need It

You Can't Lose!

Your outcomes depend as much upon your part (which we have no control over) as on our part. We will guarantee to deliver the results as long as you’ve followed our recommendations and put in the work, or we will continue working with you to deliver the results at no additional cost.

Your satisfaction is our number one priority!

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