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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
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