Bringing your Sales and Support teams together With Zoho Desk Integration with Zoho CRM
Zoho Desk integration with Zoho CRM offers a powerful, holistic platform that your sales team can use to work together effortlessly and deliver fantastic customer support. Identify which stage of the customer lifecycle they are in, and achieve the exact business objective at each touch point.
Features
Zoho Desk and Zoho CRM integration brings with it the following features to deliver a great customer experience:
- Maintain a unified database of customer and product information using the two-way sync for contacts, accounts, and products along with their data for custom fields, if any.
- Agents can view the customer information pulled in from the CRM – such as potentials, notes, and activities on the same window as that of the support ticket.
- View the customer profile pulled in from the CRM, within a contact or an account in Zoho Desk.
- Prioritize and work on Zoho Desk tickets based on their customer types in the Handshake Mode
Working with Zoho Desk Integration
With Zoho CRM you can integrate your Desk and CRM accounts. Zoho CRM Desk integration provides a single platform from which you can view and respond to the customer tickets right within the CRM account. As an administrator you can initiate integration between CRM and Desk accounts. Upon configuration, you can invite CRM users to Zoho Desk, sync the accounts and contacts modules and choose the modules for which you wish to view the tickets under a module’s related lists.
Why Zoho CRM Desk integration for your business?
Zoho Desk integration with Zoho CRM allow companies to nurture and build long-term relationships with their customers. Consequently, gaining better business opportunities and greater revenue. With Zoho Desk companies have a lot to gain from such as host of support options and channels that allow them to deliver high quality and timely customer service to their clients. Moreover, you get multiple support channels which gives them the leverage to work as per their needs as well as meet the demands of their clients.
Whether it is customer issues and queries, companies can choose to address those through a fully functional ticketing system or deliver support in real time via its call center functionality. It can be exhausting to go through those never-ending support requests, ask questions, and even call for help via popular social media channels Facebook and Twitter from clients. With Zoho Desk integration with Zoho CRM, support agents don’t have to exit the system to address calls and posts as they can easily respond from the same interface.
Customers searching for answers and reaching out to other clients and experts can cut to the chase with Zoho CRM Desk integration. With Zoho Desk, companies can create knowledge bases that contain all the answers to commonly asked questions and queries related to their products and services. Forums encourage consumers to interact and help one another by providing solutions and ideas based on first-hand experiences.
The quality of customer support should not be compromised upon and needs to be high in any case. Zoho Desk integration with Zoho CRM assist managers in providing timely support via all available channels. Reporting tools and analytics can further aid managers to identify issues and concerns that pertain to agent’s productivity and performance. The insights they get allow them to help boost productivity and performance, resulting in higher satisfaction rating from their consumers and ultimately, to improve business.
We are the experts that can provide a platform for Zoho CRM Desk integration to work successfully.
