Boost your agents' proficiency
Turn every agent into an expert by guiding them in customer conversations through step-by-step workflows.
Check out the "Agent Expertise Gap" Definitive Guide.
We think it's a must read!
- Reduce training time for new hires
- Improve handle time as agents troubleshoot faster
- Get ROI cost savings quickly
How our customers use zingtree
Zingtree is a remarkably flexible tool – suitable for all kinds of processes – but customers typically use our agent workflow software in one of three ways.
Agent Workflows
By giving agents the exact or directional words to say for each step combined with if/then logic, troubleshooting any situation becomes easy.
Internal Process
Map out standard operating procedures or build an interactive knowledge base, so your employees can find info quickly while following the correct process.
Customer Self-help
Deflect tickets by giving your customers a way to answer their own questions, decide which product to buy, or generate price quotes. Different from a chatbot.
How zingtree helps
Make it easy for everyone to take the next best action. And save on costs to make your CFO happy.
Turn complex processes into clear actions
Help your employees and customers navigate complex, consequential, or changing situations, and take the next right step. FleetCor's ramp time went from 3 weeks to 3 days. Don't believe me? Hear it from their VP of Operations.
Simple to build, maintain, and follow
Zingtree’s no-code solution lets you minimize the need for IT work, and lets you adapt workflows quickly.
Keep your systems connected
Zingtree integrates with a wide variety of CRMs, contact center software, and data sources, so your team can see everything from a single screen. See all integrations.
How different teams use zingtree
Field Technicians
Boost productivity and compliance for your field service techs
- Empower Field Technicians with decision trees to quickly solve complex problems in the field without needing to call HQ for help
- Get lower Field Technician onboarding and training times
- With Zingtree, your people will always know the next best action
Sales
Empower reps to close more sales
- Help salespeople qualify leads and handle objections with interactive decision trees
- Create a dynamic guide showing how to route qualified leads to the right Account Executives
- Most relevant for large Sales teams with many SDRs or complex routing logic
Training
Reduce agent ramp time by 85%
- If you have more than 30 products or complex workflows, training times for new staff can take more than 3 weeks without Zingtree
- Integrate agent workflows into your CRM to quickly onboard and guide agents while they interact with customers over the phone
- Ideal for the training of agents, accountants, salespeople, and finance managers
Finance & Operations
Cut ticket volume by 60% with a self-service portal
- Your customers may have questions about their accounts, billing, and taxes
- Add Zingtree to your website to help customers answer their own questions
- Automate finance workflows and let Finance & Ops focus on more complicated questions
Compliance & Risk
Stay compliant and sign contracts faster
- The contract compliance process can take weeks for a Legal team to ensure companies conform to regulations and the terms
- With Zingtree, salespeople can run prospects through the compliance process without the Legal team involved
- Reduce the time and cost of completion of the contract signing process
Engineering
Improve your development speed
- Engineers have to follow lots of protocols in regulated markets to build a safe and compliant solution
- Turn protocols into decision trees to guide engineers with bite-sized steps
- With Zingtree, engineers can figure out how to do things the right way without sifting through 100+ page PDFs of regulations
Legal
Automatically populate legal documents and route leads based on user inputs
- Customize and populate legal documents based on inputs from website forms
- Implement lead qualification to determine if a person meets the requirements of mass torts, class action, and mass arbitration lawsuits
- Use decision trees to check if employees or customers are following legal processes correctly
HR
Help HR managers to onboard and get work visas for new hires
- Give HR managers a script to onboard new employees
- Guide immigration partners in helping foreign newcomers to obtain work visas
- Teach new hires about the product your company sells with interactive tours that adjust to each person independently
Marketing
Get customer insights and qualify leads more efficiently
- Implement a product selector on your website to help visitors choose the right product
- Qualify leads on the website before they reach out to Sales to see if they will be a fit
- Conduct A/B testing surveys
Customer testimonials
“Zingtree has been an exceptional help with call times. It’s why Zingtree is worth the funding. We’re dealing with things that need to be expedited and done correctly.”
Tomekia Bozeman-Bailey
Director of Patient Access at Carti
“Zingtree allows an inexperienced person to navigate a complex set of decisions and reach the right set of conclusions. It takes the mystery right out of it. If that's what you need, Zingtree is kind of a no-brainer.”
Bill R.
Sr. Director, Design Reliability at An Elite Aerospace Company
“Zingtree is a very easy, flexible, adaptable tool. It will increase your service levels and reduce costs, easily. It almost feels like magic.”
Brad McDonald
Business Program Manager at Getty Images
Want to see
zingtree in action?
Two ways you can learn more today.
Check out our pricing and packages to see if Zingtree might be a good fit for your organization.
Schedule time with our team to get a full breakdown of everything Zingtree can do. Recommended for medium-to-large organizations.