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What is Zendesk Workforce Management (WFM)?

Zendesk Workforce Management (WFM) is an advanced AI-powered workforce optimization tool designed to enhance customer support operations through accurate staffing forecasts, automated scheduling, and real-time agent performance tracking. Using historical data analysis, Zendesk WFM predicts staffing needs across different timeframes—daily, monthly, or seasonally—helping organizations reduce overtime costs and maintain optimal service levels. The platform automates the complex task of creating agent schedules, allowing for personalized shift management that saves time for managers and agents alike. Real-time activity tracking and comprehensive analytics give managers the insight needed to plan, adjust, and optimize workforce deployment effectively. Agents benefit from increased transparency by viewing their tasks in advance, which improves productivity and morale. Zendesk WFM has delivered measurable results for clients such as Sendle, Wyze, and Tembici, including up to a 450% boost in first reply speed, doubled resolution rates, and significant cost reductions. The solution is seamlessly integrated with Zendesk’s customer service ecosystem, enhancing operational cohesion. Additional resources such as workforce planning templates, webinars, and demo videos support users in maximizing the platform’s potential. Zendesk’s AI-driven approach enables businesses to streamline customer support operations, improve team efficiency, and deliver better customer experiences. Overall, Zendesk WFM is ideal for organizations aiming to optimize workforce management in fast-paced, customer-centric environments.

What is Zendesk Sell?

Enhance your sales effectiveness with Zendesk Sell, which was previously known as Base, a cutting-edge CRM system specifically designed for today's sales teams. This platform simplifies operations for sales teams of all sizes, ranging from small businesses to large enterprises, boosting their productivity while providing clearer insights into sales pipelines. Thanks to its intuitive interface, teams can efficiently access and evaluate essential data, prioritize leads and opportunities, and take sales actions based on informed insights. Users have the convenience of making calls, sending emails, scheduling meetings, and keeping track of deal histories all from one centralized platform, thus eliminating the hassles of manual data entry. When it comes time to close deals, Zendesk Sell allows you to do so from virtually anywhere, ensuring that the functionality of a desktop tool is available in your pocket, even offline. In contrast to traditional sales management systems, which can often be complex and hard to use, Zendesk Sell prioritizes ease of use, enabling sales professionals to concentrate on their primary goal—selling. This forward-thinking approach not only boosts efficiency but also encourages teamwork among colleagues, making it an essential tool for any sales organization looking to thrive in a competitive market. Moreover, its adaptability to various sales strategies makes it suitable for a wide array of business models.

Media

Media

Integrations Supported

Zendesk
BoomTown
ClientPoint
Constant Contact
Contacts+
Dialfire
Dropbox
Formstack
Gravity Data
Helpwise
JustCall
Kustomer
MediaOS
Peaka
Refold
Shoplo
UniVoIP
Voxloud
Zendesk Sunshine
involve.me

Integrations Supported

Zendesk
BoomTown
ClientPoint
Constant Contact
Contacts+
Dialfire
Dropbox
Formstack
Gravity Data
Helpwise
JustCall
Kustomer
MediaOS
Peaka
Refold
Shoplo
UniVoIP
Voxloud
Zendesk Sunshine
involve.me

API Availability

Has API

API Availability

Has API

Pricing Information

$5.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$19 per user 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

Zendesk

Date Founded

2007

Company Location

United States

Company Website

www.zendesk.com/service/workforce-management/

Company Facts

Organization Name

Zendesk

Date Founded

2008

Company Location

United States

Company Website

www.zendesk.com/sell/

Categories and Features

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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