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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aircall No 
Freshdesk No 
Genesys Cloud CX No 
Salesforce No 
Zendesk No 
Zoho CRM No 

Integrations

Aircall Yes 
Freshdesk Yes 
Genesys Cloud CX Yes 
Salesforce Yes 
Zendesk Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$20
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

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 No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration Yes 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design Yes 
Visual Workflow Management No 

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Alternatives

Alternatives

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