Teams | Collaboration | Customer Service | Project Management

August 2023

How To Connect Zendesk To Power BI: Step-by-Step Guide

Zendesk captures a ton of data about your customers and the support experience you provide. However, since Zendesk’s reporting tool (Zendesk Explore) is its own ecosystem, some organizations like to connect Zendesk to Power BI so they can combine Zendesk data with data from across their organization. If you use both tools, integrating Zendesk and Power BI is a solid plan for turning raw customer support data into actionable insights.

Best Zendesk Training Resources in 2023

Do any of us ever truly master a tool? We may try, but with how quickly tech companies push out changes, it’s difficult to fully master a piece of software. Zendesk is a good example of this. Zendesk releases new features and content regularly, so if you want your support team to get the highest possible return on your Zendesk investment, it’s critical to stay up to date on Zendesk’s feature releases.

How to use Zendesk triggers to improve your reporting

If you use Zendesk, you may already know how to use triggers to improve different aspects of your workflow. But did you also know using triggers can also massively expand the number of metrics and KPIs you can track? Triggers are a great way to improve your Zendesk reporting by surfacing custom metrics that are particularly granular or complex. In Zendesk, Triggers are event-based system actions that run on either ticket creation or ticket updates.

An easier way to build Zendesk custom reports

Working in Customer Support can sometimes be a little hectic. Especially during busy periods like Black Friday or the holiday season. It’s not surprising that many CX professionals are constantly looking for ways to save time during their day. One of the simplest ways to save time is by creating tailored views of your most important metrics in the form of custom reports and dashboards.