Solutionreach is patient relationship management and appointment system dentists office, with reputation management, marketing features, and a patient portal. Solutionreach is headquartered in Lehi, Utah.
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Zendesk Suite
Score8.5 out of 10
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Zendesk is a customer support solution with built-in ticketing, conversational messaging, and live chat, designed to help businesses of all sizes and industries deliver personalized service at scale. Zendesk's AI agents are trained in CX to help Service teams resolve customer issues faster and more accurately while still providing a human-centered experience. Zendesk ultimately aims to help businesses improve time to value, reduce effort per ticket, and keep costs low.
I would stay away from this company. Not sure why the change, but over the past 2 years literally every level of the organization from tech support through to the CEO has shown complete lack of responsiveness, concern or interest in solving their most loyal client's most basic problems. Their incompetence finally drove us to cancel our accounts after over 10 years with them.
Zendesk is good for small teams where work is not passed along to internal teams or situations where escalations lead to further customer interactions and no further oversight is needed. It is weak as a product for larger and medium-sized companies, where processes are in place that are not aligned with its workflow, as it is a very rigid tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
SR will email, text or call your appointments as many times or as few as you want to remind them of their appointments with you. * Ours are set to 2 days before and 2 hours before the appointment.
You can set up SR to recall patients and remind them they need to schedule an appointment if they have not been seen in your office. * When we first turned this on we had to set the recurrence WAY out because we received so many appointments we became booked 4 months out. It is now set to every 12 months.
This one saves you money on the cost of postcards and stamps not to mention the time it takes your staff to put them all together.
Group Messages are the BEST! This enables your office staff to notify patients for a whole day or week about a closing, delay or any changes in your schedule with one quick email instead of someone having to take home a print-out and make these calls from home.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Landline versus mobile and email. If a patient has a landline and an email or a landline and a mobile number it automatically eliminates the landline confirmation. Some of our eldery patients don't like or know how to text but they have a cellphone. I have a multitude of patients I still have to make a confirmation phone call to because SR won't send a landline call because they have a mobile number.
Newsletter editing. Wish it was a little easier to edit. That being said I do love the overall selection and use of Newsletters.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Is there a way for AEs and CSMs to be informed in a weekly summary of all their accounts and any tickets? Example: Disney submitted a ticket on XYZ. Google has an urgent issue on X still unresolved.
Is there a way for CSMs or AEs to have a Dashboard that's specific to their accounts instead of seeing all the tickets in the queue that are not relevant to them?
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zendesk is an amazing tool for communicating with your customers easily. The communication tickets from sellers to us or from us to sellers are stored, and there are statuses used to make communication easy. We have internal conversations between departments, linked with useful software such as Zingtree, Talkdesk, and Webs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Pros: The agent interface is sleek, contemporary, and relatively easy to learn compared to many other enterprise tools. For common tasks, admins are given point-and-click options- adding fields, modifying workflows, constructing macros. The knowledge base (Guide) editor is easy to use for non-developers. Drawbacks: Once you move past the initial things - complex automations, reporting/analytics in Explore, and/or customizations integrating the API, it requires much more advanced training to use successfully. Navigating between the different modules (Support, Explore, Chat, Guide) can feel very disconnected; often you are reminded that it really is a "suite" of products brought together -not really one unified platform. If you're using multiple brands managing simultaneous support tickets, or heavily customizing workflows to meet your brand, you may run into a bit of struggle with usability. So: it's a lot more user friendly than the palaces (Salesforce Service Cloud, ServiceNow), but is not used as quickly or with as much streamlined flow as a product made for a small shop. So if you are looking for a great balance, this is a good option if you are a net new organization or an organization on their way to scaling from 15 - 50 employee. Expect some elbow grease from the admin team once learning, adapting, and working efficiently once you move past the basics with your support tickets and initial customizations.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We rarely need to contact their support team, but when we do they are responsive. However there have been notable times when communication between myself and the support rep was challenging despite me providing clear explanation of the issue, screenshots, and a thorough explanation of the goal we hope to achieve. It took several back and forth attempt, on a few occasions, to get resolution on an otherwise simple request
Zendesk has tons of available material for training - videos, webinars, articles, etc. The only reason this is not a 10 is because it can be hard to figure out how to navigate to these things and find what you are looking for.
I was very satisfied. They have a free trial for 30 days and I recommend you do that and use it. It is very easy to get started with the basics and the build on over time.
The only thing technically complex was single sign-on and integration to Salesforce.com required some tweaks – otherwise setting up system was very easy
Solutionreach, in my opinion, is more user-friendly. They are also very quick to offer a helping hand in areas that might stump us. I also love that unlike Demandforce when we were using it Solutionreach is always on top of things. If for some reason our server has an issue and they don't receive the upload they need with our information someone is on the phone calling me to let me know. This is not the case with all software systems most don't inform you, you have to call for help when you notice that it hasn't uploaded with the data. This could put you weeks behind on your correspondence.
At the time of evaluation, Dynamics had extremely limited knowledge and support capabilities. The UI is clunky, and reporting requires a deep understanding of the underlying data structure. Ongoing maintenance was costly and didn't provide a positive ROI in any sense of the term.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Increased revenue from appointments that may have been missed had they not received a confirmation or reminder call about an appointment. Able to fill that spot with someone else...
Keeps our physicians in the forefront of the patients minds when thinking about healthcare for their child.
We take pride in being a part of a family in assisting them with the care of their children. So birthday reminders and fun flyers or newsletters allow us to stay connected.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info