The most important part of integration is to have all your data in one place. Autotask combines RMM, service desk, CRM, projects, time and billing and reporting into one unified platform. To accomplish this, your sales and support teams need to be able to work together naturally. Securing a sale is a milestone, but not the end goal of your business. Your support agents will be able to provide better customer service when they get to see sales information like pipeline stages, potentials, notes, and associated activities. Suggested Answer. Zoho CRM integrates with your help desk software to let sales managers keep in touch with their customers, work together with support teams to close tickets, and add more value throughout the customer journey. Gain insights to increase workflow efficiencies that help you raise customer satisfaction. Support teams have trouble prioritizing their tickets for what needs the most attention. If a customer has a lot of issues waiting to be resolved and a sales rep contacts them on the pretext of cross-selling, it could end up being a disaster and end up losing the customer for all future business. For workflow email tracking, make sure the emails are being associated to the case that triggered the workflow. Share customer data for better support Give your support team better insights to deliver superior customer service. Your sales reps can communicate faster and solve client issues before and after they make a purchase. Relevant tickets are pulled from help desk and displayed contextually under each lead and contact. Suitable for providing Onsite Customer Service, FMS (Facility Management Services), Remote or telephonic support (a.k.a. Help Desk Software SUPPORT AT YOUR FINGERTIPS. This is the most common and obvious use for a helpdesk for businesses whose customer support needs are relatively static. Creating the right environment for customer happiness is the basis of providing an incredible customer experience. Share relevant customer data, such as customer account size or contract status, from Microsoft Dynamics CRM 2011 on Zendesk ticket pages and user profiles. Add information from HelpDesk to your CRM, get notifications on Slack, or create a JIRA ticket. Your sales team can keep track of what their leads, contacts, and potentials want in real time. Dynamics 365 Virtual Agent for Customer Service. Your sales and support teams can end up spending a lot of time maintaining and comparing data between apps to get the right information they need. Visit our marketplace to get a list of all our integrations, authenticate Zoho CRM with help desk, and you'll be good to go. When you keep your support and sales data together, you create more opportunities to understand your customers.
Spend more time solving customer problems and building trust than shifting between apps. Your sales and support teams use distinct software to automate sales processes and provide multi-channel customer support.