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Undo World Private Limited - Case Study

Background of Undo World Private Limited

Undo World (Control Z) is a company focused on transforming the lifecycle of smart devices by offering sustainable solutions. Their goal is to break the cycle of unsustainable manufacturing by upgrading devices, allowing consumers to get new devices without any environmental cost.

How Zoho Desk is useful for their business

Zoho Desk

Zoho Desk serves as a comprehensive platform that enhances Undo World’s ability to manage customer relationship. The company is able to track customer interactions throughout their lifecycle, manage leads, contacts, and membership data more efficiently.

Integration Overview:

  • Data Flow: The integration between Zoho Desk and Undo World’s website ensures seamless data synchronization. Information from warranty forms filled on the website is directly transferred
    into Zoho Desk, creating a ticket without the need for manual entry.
  • Zoho Desk & Ozonetell Integration: Every time a customer makes an inbound call, a support ticket is automatically created in Zoho Desk. This ensures that no customer query or issue goes
    unnoticed.
    The integration also allows for recording and storing of customer calls, helping agents to review conversations and ensure high-quality service.
  • Zoho Desk & Clickpost (Courier) Integration: In cases where a warranty request is approved and a device replacement is necessary, the integration with Clickpost helps automate the shipping and courier process. This allows the system to notify the courier service directly, streamlining the process of device replacement and ensuring faster, more efficient service for the customer.
  • Record Keeping: With the website linked to Zoho Desk, all customer and warranty claim data is stored centrally.
    This allows teams to have a consolidated view of customer interactions and device details, improving organizational clarity.
  • Automation:Zoho Desk’s automation features help streamline business processes. For example, tickets are automatically assigned to agents, and follow-up emails are sent based on warranty claim updates. Tickets are also closed automatically after 48 hours if there is no response from the
    customer, significantly reducing the need for manual intervention.
  • Analytics: Zoho Desk offers powerful analytics and reporting tools that provide valuable insights into customer happiness, agent performance and ticket status. With these insights, organizations can assess the effectiveness of their services and identify areas for improvement.
  • Analytics: Zoho Desk offers powerful analytics and reporting tools that provide valuable insights into customer happiness, agent performance and ticket status. With these insights, organizations can assess the effectiveness of their services and identify areas for improvement.
  • Improved Communication: By integrating email forwarding, all incoming emails are automatically converted into tickets in Zoho Desk. This allows teams to access up-to-date customer and warranty information, improving internal collaboration and follow-up effectiveness.

The integration of Zoho Desk with the website significantly improves the organization’s ability to manage customer interactions, track warranty data, and strengthen customer relationships. By automating essential processes and centralizing data, the organization can make more informed decisions, foster better team collaboration, and achieve improved business outcomes. To fully leverage its benefits, it is essential to customize the integration according to the organization’s specific needs and objectives. The Zoho Desk integration with Ozonetell was implemented to streamline workflows, while the integration with Clickpost (courier) further boosts operational efficiency, particularly in handling device replacements during approved warranty claims.

Key Challenges:

  • Ticket Merging: Multiple tickets were being created for the same customer from
    different sources, such as email and the warranty form on the website, leading to
    duplicate tickets.
  • Ticket Assignment During Non-Working Hours: Tickets received outside of working
    hours were left unassigned. The lack of functionality to select and assign tickets to
    multiple agents created difficulties in managing these tickets effectively.

  • Inbound Call Ticket Creation: An integration was required to automatically create a
    ticket in Zoho Desk whenever an inbound call was received through Ozonetell.
  • Integration Issues: An error related to an invalid client ID was encountered during the
    Ozonetell integration, which needed to be resolved with support from both Ozonetell
    and Zoho.

Evaluation of the problem:

Following an in-depth discussion and analysis with Undo World, several key challenges were identified:

  • Automatic Ticket Creation for Incoming Calls: There was a need to automatically create tickets in Zoho Desk for inbound calls.
  • Ticket Assignment During Non-Working Hours: Tickets arriving in the non-working hours were not assigned. They need to be automatically distributed at 10:30 AM the next day evenly between agents.
  • Duplicate Ticket Creation: Multiple tickets were being opened for a single customer from different sources, such as email forwarding and the warranty form on the website. The challenge was to merge these tickets into one.

Undo World required streamlining and automating its system to bring about efficiency in the collaboration of teams. A single platform should allow direct access to client information, task management, and real-time tracking of warranty claims. Undo World sought a more streamlined, automated system to improve team collaboration and overall productivity. The goal was to create a unified platform for accessing client information, managing tasks, and tracking warranty claims in real-time.

The solution was designed with the objectives of Undo World in mind—which were to enhance operational efficiency, provide customized experiences, and address talent management challenges. Automation reporting, and centralized data management ensure that the organization is able to focus on strategic growth, optimize internal processes, and offer tailored services to clients.

Implementation:

A custom function was implemented to automatically merge tickets that share the same email ID and have an open status, regardless of the source (email or warranty form).

A new function was set up to automatically assign tickets received outside of working hours. Additionally, to ensure the timely execution of this function, we have set up a scheduler to run it daily at 10:30 AM. The tickets are now distributed equally among agents.

An integration with Ozonetell was established to automatically create tickets for inbound calls. This was further enhanced by capturing call recordings in Zoho Desk.

The invalid client ID error was resolved by collaborating with Ozonetell and Zoho support teams to address the integration issue promptly.

Result:

  • The automated merging of tickets from different sources ensures that only one ticket is created for each customer, eliminating duplicates and improving ticket tracking.
  • Tickets received during non-working hours are now automatically assigned to agents the following day, with an equal distribution among available agents.
  • The system now automatically creates tickets for inbound calls via Ozonetell and captures recordings, improving customer service and issue resolution.
  • The integration and automation have streamlined the process of managing tickets, helping the organization to focus on growth and deliver a tailored customer experience while optimizing internal processes.

This solution not only resolved operational challenges but also improved the overall efficiency of Zoho Desk, making it a more reliable and automated platform for managing customer interactions and warranty claims.

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