Structure, automate and industrialize customer support to support growth

Homepilot
50-99
Proptech
Restructuring processes & tools
3 months

Homepilot is the iad group's rental management service, combining real estate expertise with the best technological tools to optimize rental investments for landlords.

Faced with a lack of structure, limited productivity and blurred performance visibility, Homepilot called on Customerz to professionalize its support management, optimize Zendesk and lay the foundations for a scalable organization.

The mission

The aim of the assignment was to help Homepilot industrialize their Zendesk instance.
Clarification of roles and responsibilities
Definition of each team's scope of action for a better distribution of tasks.
Workflow optimization and automation
Implementation of routing and automation rules to speed up request processing.
Structuring reporting and KPIs
Creation of clear dashboards to monitor performance and manage support activities.
Team training
Coaching on the use of Zendesk and new practices to maximize adoption.

Our support

Step 1

Audit

  • Analysis of the Zendesk instance, team interviews and immersion in existing flows to identify friction points and build an optimization roadmap.
Step 2

Workflow optimization and automation

  • Reorganization of workflows and routing rules to streamline request processing and ensure better load distribution.
Step 3

Structuring reporting and KPIs

  • Implementation of automation, macros and simplified processes to improve team efficiency and support growth.
Step 4

Team training

Feedback

What does the customer do?

Homepilot is the iad group's rental management service, combining real estate expertise with the best technological tools to optimize rental investments for landlords. 

His targets:

Landlords wishing to delegate the management of their property.

Why Customerz?

Faced with rapid growth, Homepilot identified obstacles to structuring and optimizing its customer support. With neither the time nor the skills in-house to carry out these improvements, they turned to Customerz.

The aim was to :

- Set up a structured framework to support the ramp-up.

- Optimize request processing and routing for greater efficiency.

- Automate processes and streamline teamwork.

- Define clear reporting to manage support activities.

Thanks to this support, Homepilot was able to optimize its customer service and lay the foundations for a scalable organization.

How did Customerz solve your problems?

Customerz restructured, optimized and simplified processes and workflows across all business lines, in particular by managing and optimizing workflows on Zendesk. Thanks to their expertise and mastery of thetool, they brought an innovative approach by :

  1. Analyzing data from incoming requests to identify optimization levers.
  2. Involving all teams to ensure smooth and efficient adoption of new practices.
  3. Reinforcing the structure and efficiency of processes, for more precise management and improved operational performance.
What has Customerz brought to Homepilot?

Relying on the strength of the team, Antonin and Laurent filled our gaps with their expertise. They were able to integrate and become operational very quickly. Their outside view and availability are a real strength. Today, Homepilot has a clear vision of the customer support business.

What's next for Homepilot?

Refining automation: taking intelligent sorting and processing of requests a step further...

Enhance the customer experience: further optimize response times and service quality...

The results

+25%
productivity gains for support teams
thanks to workflow automation
35%
less processing time
thanks to optimized request routing
"Thanks to Customerz' support, we have structured our organization, automated our processes and gained in efficiency. This enables us to better manage our business and anticipate our growth."
Damien Pauly
COO & Vice President Operations at Homepilot

Mission deliverables

Dashboard & Reporting

  • Creation of Zendesk Explore dashboards to monitor performance in real time, pilot support activity and identify areas for optimization.

Scalability & Deployment

  • Structuring a replicable approach to extend optimizations to the iad group's other brands.

Training & Documentation

  • Support for teams through training sessions and reinforcement of internal documentation to facilitate the adoption of new practices.
F.A.Q

Your questions

What is Customerz?

Customerz is a collective of SaaS B2B Customer Experience experts. We help companies structure and optimize their CX strategy through audits, tool integration, training and operational support.

Who can benefit from our services?

We work with startups, scale-ups and large companies, especially those who want to structure their CX, improve retention and optimize their processes.

Why choose a collective rather than a consulting firm?

With Customerz, you have access to specialized, flexible and immediately operational experts, with a hands-on approach and concrete results.

How does our support work?

We offer services tailored to your needs: one-off assignments, long-term support, tool integration or operational reinforcement.