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© 2015 Jacada, Inc. All rights reserved. Automate your By integrating it with your screen - pop and adding ticket guidance Ticketing system
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Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

May 28, 2020

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Page 1: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Automate your

By integrating it with your screen-pop and adding ticket guidance

Ticketing system

Page 2: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Where can you squeeze call times?

Start of Call During Call End of Call

Automating your Ticketing System (or CRM etc)

Provide guidance on efficient ticket resolution

Auto disposition

Page 3: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Where can you squeeze call times?

Start of Call During Call End of Call

Page 4: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

The Pareto Principle

for many events, roughly 80% of the effects come from 20% of the causes.

Examples:•80% of your sales come from 20% of your clients•80% of crimes are committed by 20% of the criminals•80% of my mistakes will happen in the first 20% of this webinar!

(The “80/20 rule”)

Page 5: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

The 80/20 rule strikes again80% of your call inefficiency happens in

the first 20% of the call

Page 6: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Inefficiency at the start of the call is costing you millions

Page 7: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Call is received by the agent

Screen Pop shows customer phone number or name

Agent opens Ticketing System

Agent finds customer and navigates to correct screen

A typical inbound call

Page 8: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

This inefficiency causes…

Long Average Handle Time

A poor customer experienceExpensive call transfers

Page 9: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Call is received by the agent

Screen Pop shows customer phone number or name

Agent opens Ticketing System

Agent finds customer and navigates to correct screen

Connect and Automate

Automatically launch and navigate application

Page 10: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Translates to Big SavingsFor a 100 agent call center with a loaded agent cost of $20, a 20 second AHT reduction equates to savings of:

$376, 000http://www.jacada.com/solutions/calculate-your-roi

Page 11: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

$0.00

$500,000.00

$1,000,000.00

$1,500,000.00

$2,000,000.00

$2,500,000.00

$3,000,000.00

$3,500,000.00

$4,000,000.00

100Agents

200Agents

500Agents

1000Agents

Savings

Page 12: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

How do you simplify this process?

Page 13: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Listen for Screen Pop1

2

3

Automate retrieval

Navigate

Page 14: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Software monitors your desktop and “waits” for the screen pop to occur. Ties into your existing screen pop mechanism

Listen for screen pop1

Page 15: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Enter customer phone number or account lookup and auto retrieve data

Retrieve2

Page 16: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Stage application to correct screen for that call type

Navigate 3

Page 17: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Example

Page 18: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Actual Use Case

Calls coming into bill inquiry group questioning the changes in bill amounts

Agent needs to first bring up previous bill and current bill, and try determine the changes and why the premium changed

Bringing up all this information is surprisingly tricky, in that the agent has to navigate in and out of the system to pull up both bills

And all of this has to be done before the call can happen. Total handle time for this call is around 7-8 minutes Solution was to automate this process and then give

control back to the agent.

Page 19: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Actual Use Case cont…

After: Automate retrieving both bills

Display both bills side by side

2 screens

2-3 min AHT

Page 20: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

How do you do it?

Page 21: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Software Solution

Small Desktop component that will: Monitor your agent screen-pop

Integrate with your ticketing (or CRM) system

Does not require any modification to your existing desktop applications!

Page 22: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Does it work with…?

Page 23: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Works with all ticketing and CRM systems

Page 24: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Ticket Guidance

Page 25: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Where can you squeeze call times?

Start of Call During Call End of Call

Page 26: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

The Pain

Page 27: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Highly frustrated agents,a backlog of open tickets,and unhappy customers

Increasingly complicated support tickets that

require agents to understand complex

product configuration, technical

troubleshooting, and multi –vendor solutions

Agents lack the right information at the right

timeto effectively resolve

tickets

Page 28: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Jacada Ticket Guidance

The Solution

Page 29: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Jacada Ticket Guidance embeds agent guidance and scripting directly within Zendesk or your ticketing

systemboth before and while working on a ticket.

Agents are guided step by step on the most efficient route to either resolve complex tickets or route them effectively, resulting in far more efficient work processes and a marked increase in resolving the issue correctly the first time.

Page 30: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Jacada Ticket Guidance on Zendesk

Flow can update ticket

Jacada Ticket Guidance loaded

when relevant

Page 31: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Dynamically open agent guidance in context to the ticket being worked

Provide step-by-step guidance to most efficient ticket resolution

Script has access to Zendesk variables

Use case 1- Interaction opened to guide agent

Page 32: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Agent scripting and guidance can be used for initial triage and create or update a ticket in Zendesk as necessary

Use case 2- Update Zendesk from Script

Flow can update ticket

Page 33: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Easy to use Visual Tool

No IT knowledge required

Scripts and Rules built graphically

Publish directly to Zendesk

Graphical Designer

Page 34: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Sophisticated audit trail, maps & reporting

Monitors interaction performance & bottlenecks

Insights for optimized interactions points

Ideal for Continuous Improvement

Advanced Ticket Analytics

A lot of agents took a while to get past

these points

Most agents followed this path

Agents escalating ticket here

Page 35: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Where can you squeeze call times?

Start of Call During Call End of Call

Automating your Ticketing System (or CRM etc)

Provide guidance on efficient ticket resolution

Auto disposition

Page 36: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Benefits Summary

Page 37: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Benefits

Lowers Average Handle Time (AHT)

Improves First Call Resolution (FCR)

Improves Customer Satisfaction

Page 38: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Offices

Customers

Page 39: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Finance & Banking

Telecom

Retail

Healthcare

Page 40: Automate your Ticketing system - Jacada€¦ · scripting directly within Zendesk or your ticketing system both before and while working on a ticket. Agents are guided step by step

© 2015 Jacada, Inc. All rights reserved.

Contact Jacada if you would like to see a demonstration or experience

this on your ticketing system