Surfboard is a platform for cooperative shift planning and scheduling for teams providing customer service. It has a weekly shift planner that lets you see when your surfers (agents) are working, enabling you to plan their shifts in conjunction with your rules and rotations. In addition, it intelligently combines forecasts, team settings, and shift scheduling to schedule fair daily activities and shifts automatically.
It features the Daily Activities tool, a one-stop outlet for organizing the tasks your team is working on, including calls, emails, live chat, projects, and administrative duties. You can also integrate their Google calendar to view their breaks and vacation time. Additionally, you can design unique shift schedules, including rotations, to suit the requirements and working preferences of each of your surfers.
Surfboard also works on a “set it and forget it” basis. Set aside time for service and non-service duties to ensure your team has enough time for administration, training, or development. You may use advanced filtering to arrange your tickets to represent your customer channels or the structure of your team.
Show MoreDetailed Forecasting
Surfboard analyzes your past ticket data to forecast traffic and determine how many surfers you’ll need twelve weeks from now. Forecasts for both tickets and employees are produced automatically; no manual procedures or spreadsheets are needed. You can get hour-by-hour predictions for all of your channels or ticket types. For forecast-powered scheduling, you can also set distinct service goals for each ticket category. Additionally, Surfboard integrates with your current platforms for customer care, preserving how you currently manage tickets.
Automated Shift Planning
To help make sure that your team is aware of their exact schedule, Surfboard allocates shifts eight weeks in advance. Shift planning is also fully customizable, allowing you to create shift patterns and rotations that cater to all of your team’s demands and preferred working conditions. The platform also applies fairness principles to generate more equitable schedules that will please your team. Surfers can view their shifts whether they are at work or on the go by accessing Surfboard on any device.
Smart Activity Scheduling
Every surfer has a daily activity schedule provided by Surfboard, so you know the right surfers are doing the right things at the right times. By rotating surfers across various duties throughout the day, Surfboard creates timetables to make sure you’re on track to meet your service goals while also attempting to lessen weariness. Activities, breaks, meals, and other schedule elements can be changed to accommodate for last-minute changes and make sure everything gets accomplished. Your staff can see precisely what they should be focusing on throughout the day in the surfer view, as well as what their teammates are up to.
Show MoreCustomer support teams will often guess their demand when forecasting. With Surfboard, we use historical ticket data to predict inflow, providing clarity for support teams who should be working at what time to ensure they deliver a great customer experience.
When using spreadsheets to organize shift planning and scheduling, customer support teams often have to spend hours and hours pouring over spreadsheets, only for them to break or be totally overcomplicated. With Surfboard, support managers can set shift patterns and schedules in one place, using an intuitive, clear, easy-to-use interface. The bottom line here is that this results in happier managers, teams, and customers.
When companies are growing quickly, it can be challenging to scale the support team. Surfboard allows support teams to scale quickly while they grow without the need to employ traditional workforce management software with an exhaustive list of features.
Bearing in mind companies have distinct business wants, it is practical they avoid deciding on a one-size-fits-all, ”best” software system. Just the same, it is troublesome to come across such application even among recognizable software systems. The right thing to do would be to shortlist the different essential functions that necessitate scrutiny such as critical features, price plans, skill capability of staff members, company size, etc. After which, you must follow through your product research comprehensively. Have a look at some Surfboard analyses and look into the other software programs in your list more closely. Such well-rounded product investigation ensures you steer clear of poorly fit applications and choose the one which meets all the aspects your company requires to be successful.
Position of Surfboard in our main categories:
Surfboard is one of the top 500 Collaboration Software products
Surfboard is one of the 200 Customer Support Software products
Surfboard is one of the top 100 Employee Scheduling Software products
Since each company has specific business requirements, it is sensible for them to desist from looking for a one-size-fits-all ideal software application. Needless to say, it would be futile to try to find such a platform even among widely used software solutions. The smart thing to do would be to jot down the various essential elements that need consideration such as required features, finances, skill levels of employees, company size etc. Then, you should do your groundwork thoroughly. Read some Surfboard Employee Scheduling Software reviews and investigate each of the other apps in your shortlist in detail. Such exhaustive groundwork can make certain you reject ill-fitting platforms and choose the solution that presents all the aspects you require for business success.
Surfboard Pricing Plans:
£15/seat/month
£25/seat/month
Surfboard Pricing Plans:
Free Trial
Starters
£15/seat/month
Scalers
£25/seat/month
Surfboard offers two enterprise pricing plans so teams of varying sizes can find something closer to their needs without paying for unnecessary features.
Starters – £15 monthly per seat
Scalers – £25 monthly per seat
We realize that when you choose to purchase a Employee Scheduling Software it’s important not only to learn how experts rank it in their reviews, but also to find out if the real clients and companies that use these solutions are indeed content with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Surfboard reviews across a wide range of social media sites. The data is then featured in a simple to digest format indicating how many users had positive and negative experience with Surfboard. With that information at hand you will be equipped to make an informed purchasing decision that you won’t regret.
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Surfboard integrates with a variety of tools like calendars and HR systems. It can seamlessly connect with the following, and more:
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