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What is Process Shepherd?

At its essence, Process Shepherd's features, including decision trees and agent scripting, equip agents with structured, incremental support for navigating intricate workflows, while also offering integration with various external platforms like CRM and helpdesk solutions. The primary objective of this system is to improve workflows, strengthen compliance, and enhance productivity in contact centers and help desks. Process Shepherd dissects workflows into a series of manageable steps or inquiries, allowing agents to progress through them sequentially. This segmented approach simplifies the management of complex tasks, significantly shortening the onboarding time for new agents and minimizing the average duration of each customer interaction. By implementing this system, organizations can expect to reduce agent onboarding time by up to 80%, accelerate ramp-up periods by 40%, and lower average handling time by 30%, ultimately leading to a more efficient operation. The benefits of streamlined workflows not only facilitate quicker training but also lead to improved customer satisfaction and operational success.

What is CloneDesk?

In CloneDesk, you can create user-friendly checklists or complex processes referred to as blueprints instead of assigning individual tasks, which automatically produce a series of responsibilities for your team members. Upon signing up, you'll get a free, thorough guide aimed at helping you streamline your service business operations effectively. Additionally, you'll have access to exclusive webinars where you can connect with other entrepreneurs who share similar goals and aspirations. With CloneDesk, updating project details is a one-time task, ensuring that all team members are kept informed with the latest updates while they work on their designated projects. To gauge the success of your projects and evaluate your team's performance, you can easily set up workflows that trigger subsequent workflows as needed. The task overview feature enables you to keep an eye on both your own assignments and those of your colleagues, offering valuable insights into overall productivity levels. Utilizing channels allows you to quickly pinpoint team members who may be overwhelmed with tasks while also identifying those who may not be performing at their best, which can assist in optimizing team dynamics. This all-encompassing system is purposefully crafted to enhance teamwork and simplify project management, ensuring that you achieve successful results. Moreover, CloneDesk's intuitive interface makes it accessible for users of all experience levels, fostering an environment where collaboration thrives.

Media

Media

Integrations Supported

Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM

Integrations Supported

Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$20
Free Trial Offered?
Free Version

Pricing Information

€97 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Process Shepherd

Date Founded

2022

Company Location

United States

Company Website

www.processshepherd.com

Company Facts

Organization Name

CloneDesk

Company Website

clonedesk.com

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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