This book is dedicated to my mother, Rosalind, who slipped away too soon but I know that she would be proud. Its also dedicated to my son Ty, who is always in my thoughts.
Foreword
We built Zendesk back in 2007 because we were frustrated with the quality of the customer service applications that existed at the time. The vast majority of these "solutions" were big, clunky, on-premise enterprise applications, distributed on CDs, and took forever to deploy. Even proof-of-concept projects often took months to complete. And when all was said and done, no one, especially the customer, was really ever satisfied.
Zendesk was the first, true cloud-based application that you could sign up for online, subscribe to online, and configure and launch online. And all of this could be done instantaneously. All it takes is the click a button, and you are on your way to providing top-notch customer service across your entire organization.
Nowadays, its hard to imagine software being distributed or packaged any other way. We revolutionized an entire industry in only five years, yet that handful of years seems like a lifetime ago.
We didnt have a very advanced business plan or go-to-market strategy when we started out. In many ways, we approached building Zendesk in the same way a carpenter approaches crafting a new piece of furniture. It was all about creating something beautiful and unique, imagining how people would use it, looking for form and function to meet and create new meaning.
Of course, when you set out to do something that changes everything, your goal is to do just that. Still, it is nonetheless a very humbling experience to watch your product become wildly successful. It is always a remarkable experience to meet people who spend their entire workday in your product and love using it. And to meet company founders who tell you how your product has changed the way they do businesswell, its the kind of encouragement that spurs you on to do even bigger, greater things.
Getting acquainted with Stafford has been one of these equally humbling experiences. Heres somebody who knows the product better than we, the founders. He can make even the most complicated concepts seem simple. Its why weve trusted him to train audiences around the globe to configure and administer Zendesk. He has helped hundreds of businesses use Zendesk to transform their own customer service operations. Stafford has taken the furniture that is Zendesk, and through his passion and dedication, placed it in a beautiful surrounding and given it additional purpose.
I couldnt imagine a better person to write a book on Zendesk administration than Stafford. Reading the chapters are like reading the notes we never wrote when we designed the product. Staffords ability to enlighten readers on how to use the product better and the reasons for the design decisions in Zendesk never ceases to impress us.
Passion is what drove Zendesks founders to build the product before you today. But it is the success of our customers that built our company. More than 20,000 organizations around the world rely on Zendesk for great customer service and engagement. We believe Stafford has been very central to this success and is the best man help you successfully implement Zendesk, and I praise him for his effort in making Zendesk administration easy. Happy reading.
Mikkel Svane
Founder and CEO of Zendesk
Preface
In 2011, a survey was conducted to find out what people really value about the companies and brands that they use. It may surprise you to hear that when considering the product, price or customer service, 55% of people said that they would recommend a company as a result of a outstanding customer service experience.
The example that I often give is this: imagine that your friend bought a pen. Now imagine you wanted to buy a pen for yourself, and you asked your friend whether they like the pen that they own. Statistically speaking, your friend is unlikely to say "its a good pen because it writes really well". They also wont say "I like this pen because I got it for a good price" or "I like it because it doesnt smudge." No, statistically speaking, your friend is most likely to say "I like this pen because, on the day that it stopped writing and I called the pen company, they made me feel really good about owning this pen".
That is the sort of relationship that Zendesk helps you achieve with your customers. For more details on this statistic, see the full infographic.
The best way to describe this book is the Zendesk Consultant in a Book . The advice, best practices and pitfalls included in this book are the result of working in the trenches, launching Zendesk customer implementations, delivering training sessions, and answering literally thousands of questions from training participants in countries all over the world. Every question from a Zendesk training participant gives me a fresh perspective on new ways to use the product, which Ive tried to capture and share in this book.
Zendesk is a popular customer service software tool, and the approach of the software has always been to deliver a powerful solution with beautifully simple design. In a blog post on the topic, Zack Urlocker (COO of Zendesk), describes a recent "renaissance in Enterprise software that embraces SaaS and beautifully simple design process to deliver an easy-to-use experience even in areas that have sophisticated functionality". Zendesks simple design philosophy should not lead you to believe that the product is not powerful. In fact, the entire purpose of this book is to bring the expansive set of Zendesk features to light, explain their purpose, demystify the best approach to use them, and to help you to get the most out of product.
In explaining the features of the Zendesk product, Ive focused on best practices instead of the step-by-step configuration tasks carried out by an administrator. If you are completely new to the Zendesk product and you find that youre having trouble understanding some of the concepts in this book, I do recommend that you take a look at the official Zendesk user guide before reading this book. This will ensure that you have a basic understanding of the features before getting the advice on best practices contained in this book. It may also help to build a solid foundation to the process of making important decisions about your Zendesk instance.
Its also worth noting that this book focuses specifically on best practices for the Zendesk product without going into depth on the broader techniques to provide outstanding customer service. Zendesk is a tool that can be wielded in any way that works best for your organization.
In his book High-Tech, High-Touch Customer Service , author Micah Solomon describes the idea of "touching" customers as the starting point to developing a lasting relationship. Its impossible to physically touch customers over the internet, but its possible to use Zendesk as the tool to reach out to those customers and deliver that touch. This book will get you to the point of using the tool to its full potentialall thats left is for you to use it. As Micah Solomon says, "the goal in all this is to touch customers in a way that builds true customer loyalty."
I hope you enjoy reading this book, and I hope to have the pleasure of hearing your feedback in a future training session.