Zendesk is a popular customer relationship management (CRM) software that helps businesses track and manage customer interactions. If you're considering implementing Zendesk for your business, you need to figure out how long it will take to get up and running.
The implementation time for Zendesk can vary depending on several factors:
Before implementing Zendesk, it's essential to understand the implementation process and how long it will take. Databeys shares complete details about how long it takes to implement Zendesk for your business.
The first step in implementing Zendesk is planning the project. This phase involves identifying key stakeholders, understanding business requirements, configuration needs, data migration requirements, and creating an implementation timeline. Most Zendesk implementations can be broken down into the following high-level phases:
Planning is critical to set proper expectations and clearly define all teams' roles. This phase alone usually takes about 1-2 weeks to complete. During planning, considerations include:
With planning complete, the implementation can move into the configuration phase. Overall timelines can vary depending on the complexity of customizations needed, but on average, planning and setup take around 1-2 weeks.
Once planning is complete, it's time to start configuring Zendesk. This involves setting up the core components like tickets, organizations, user roles and permissions, workflows, apps and integrations, and any needed configurations. Configuration is usually the most extended phase of an implementation, as this is where the bulk of the setup work happens.
Some everyday configuration tasks involved are:
Depending on the level of customization needed, the configuration phase for Zendesk typically takes 2-4 weeks on average. More complex implementations with many custom fields, apps, or custom workflows could take longer. The Zendesk configuration phase may only take 2 weeks or less for more straightforward implementations with more out-of-the-box configurations.
Once the basic configuration is complete, it's time to put Zendesk through its paces. During this testing and training phase, several key activities happen:
Testing can expose issues that need fixing which impacts timelines. Most implementations take 1-2 weeks for testing and end-user training. More complex configurations may require 2+ weeks to thoroughly test and resolve all issues.
During this time, the operations or product team should be preparing for launch by finalizing knowledge transfers, monitoring plans, and backup protocols before the Zendesk helpdesk truly goes live.
The go-live phase represents the big switchover from the previous support system to the new Zendesk helpdesk. Activities involved in the launch include:
The go-live week itself usually only takes about a week. Ensuring proper planning, testing and training helps reduce the risk of issues at launch. Around-the-clock support should be planned for the first few days to quickly resolve any post-launch problems.
After the initial go-live, most Zendesk implementations then enter additional optimization and improvement phases:
Ongoing refinement, training, and optimization are essential to fully realize the value of a Zendesk investment over the long term after the initial launch. Proper post-go-live support helps ensure success.
To summarize typical timelines, here are some guidelines based on everyday project complexities:
As you can see, the more complex the integration needs, customizations or deployment, the longer the timeline tends to be. Setting realistic expectations is essential. Having experienced resources to execute the implementation also impacts schedules.
A few other key factors that influence Zendesk implementation timelines include:
By planning thoroughly upfront based on these factors, you can arrive at realistic timelines, taking organizational specifics into account. Consulting Zendesk Partner implementation experts who are familiar with common scenarios can also help provide time estimates. It's also essential to build in contingencies for the inevitable unknowns or scope changes.
Even after launching, ongoing optimizations continue as customer support evolves. Thankfully, Zendesk offers many resources to ensure long-term success:
With the proper planning, accurate configuration design, thorough testing and training, as well as access to ongoing resources, the Zendesk implementation timeframe can be effectively managed for a smooth rollout and long-term optimized ROI.
Understand the factors influencing the implementation time of Zendesk, from business size to customization needs, and gain insights into planning for a successful rollout.
Explore the detailed phases of Zendesk implementation, from project planning and setup to configuration, testing, training, and the crucial go-live phase.
Gain insights into the configuration phase of Zendesk implementation, including the setup of core components, customization tasks, and the average time required for this crucial stage.
Activities involved in the testing and training phase, including functional testing, performance testing, integration testing, and end-user training.
Discover the ongoing phases, including refinement, continuous training, expansion, upgrade cycles, app ecosystem exploration, and reporting for long-term success with Zendesk.