Review of your company settings and setup to make sure
you have set up the foundations for a scalable solution.
Review processes & ensure easy scalability by creating task
list and project templates
Check permissions and default settings, and make
sure that what you see makes sense for your users too.
With projects designed, it‘s time to know the best ways to
manage and track performance measures
Review company settings and navigation of Desk environment,
as well as setting up inboxes and adding agents.
Set up triggers and automation processes to streamline workflows
Time to tie things together by looking at how Projects and
Desk integrate and review timing and billing options.
It’s time to know the best ways to mange and track team performance measures.
A review of everything that you will need to know to get up and
running in these products
Almost ready to launch, we review best practice for bringing the
larger team onboard and plan for how to bring future users in
with minimal fuss and training time.
We will conduct TWO virtual user training sessions for you.
You tell us what you want What your new users to know, and
we will make user they are ready to go after the training.
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