Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamline all your organizational workflows with our user-friendly software solution. Develop and oversee enterprise-grade procedures, effortlessly managing them across your entire workforce. Managers can dedicate only half of their time to the strategic goals of the company, allowing for increased efficiency. Assign daily responsibilities to your staff, enabling you to focus on expanding your business. Provide clear, step-by-step guidelines for your team to follow, facilitating the completion of their designated tasks while monitoring their daily achievements and fostering a sense of accomplishment. Clearly communicate expectations and procedures, prioritize assignments, and designate escalation paths when necessary. Eliminate the need for time-consuming explanations about job duties. Say goodbye to cumbersome memos that get lost in drawers or binders. Access your streamlined processes conveniently on any desktop, tablet, or smartphone. Additionally, customize access levels for your employees based on their roles within the organization, with the option to export documents in PDF or Doc formats as needed. This approach not only saves time but also enhances overall productivity across the board.

Description

At its core, Process Shepherd's decision tree and agent scripting features provide agents with systematic, step-by-step guidance through complex workflows, with the added capabilities of integration with external services such as CRM or helpdesk systems. The main goal of this platform is to enhance workflows, fortify compliance, and boost efficiency across contact centers and help desks. Process Shepherd unfolds workflows into a sequence of steps or questions, navigated one step at a time by agents. This method of partitioned guidance eases the intricacy of managing complex tasks, reducing both the training duration for newcomers and the average time needed for each interaction. Reduce Agent Onboarding Time by 80% Trim Ramp Time by 40% Decrease Average Handling by 30%

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM

Integrations

Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$20
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Pellio

Founded

2015

Country

United States

Website

www.processezy.com

Vendor Details

Company Name

Process Shepherd

Founded

2022

Country

United States

Website

www.processshepherd.com

Product 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

Product 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

Alternatives

Alternatives

Trace Reviews

Trace

Tracework.ai