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Help Desk CRM Integration: Advance Customer Service


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Check out this case study to elevate your platform functionality, deliver the agile workflows and boost overall customer development.

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Help Desk CRM Integration: Advance Customer Service

  1. 1. Elevate Platform Functionality to Agile Workflows and Customer Development Help Desk + CRM Integration
  2. 2. TABLE OF CONTENTS 1 2 3 4 5 Value of Help Desk Integration Redundant vs. Helpful Functionality Uppermost Benefits of CRM Integration Meeting the Perils of Setting Back One to Many: Single CRM Integration Concluding Takeaway Additional resources 6 7
  3. 3. Value of Help Desk Integration Help desk tools provide the rich functionality and underlying technology to handle the external customer’s requests, fix various issues, address complaints, and heighten brand loyalty levels. Apart from increasing the efficiency and tickets or cases resolution, these solutions collect and store tons of the vital information about customers. Naturally, the help desk CRM integration enables fast and prompt request handling, plus, it erases the working at cross purposes with other departments. So far, another benefit of integrating support software with CRM is the increased level of cooperation with the marketing and sales teams what delivers the timely data for building up the dazzling results and achieving set objectives. Business Objectives & Goals  Transparent Procedures Optimize the workflows and tune up business rules with the available data  Competing Asset Enlarge your service toolkit with the scalable functionality to take over the competitors  Enhance Report Quality Heighten the accuracy of reports and grow in the number of KPIs and ROI rates Contact with Sales Manager  Get in touch with a qualified sales manager to receive an exclusive business road map G+ Talk to Sales
  4. 4. Chapter Two Redundant vs. Helpful Functionality
  5. 5. Redundant vs. Helpful Functionality Due to unforeseen changes in the industry, technology upgrade or market needs, the feature set you deliver to your targeted audience may be equally excessive or useless. The point is in offering the problem-solving options instead of fancy functionality. Let’s pause for a moment to consider: help desk services handle numerous tasks, issues, complaints, and enhance the overall customer support workflow. Also, we should emphasize that this solution collects lots of invaluable data, such as personal information, feedbacks on service, team, quality of managers performance, and reporting. By aligning the help desk tool with CRM solution, you will deliver the ground features for achieving a delicate balance between innovative and essential functionality:  upgrade the data quality and management to boost overall business efficiency  share the real-time records within the company for performance optimization  track the operational process data changes and intervene with advancements  enhance the record analysis and get accurate KPIs and revenue measurement G+
  6. 6. Uppermost Benefits of CRM Integration To maximize the success of your help desk software, you should leverage the proper efforts and add CRM integration to the service toolkit is one of them. This feature will provide the benefits to everyone involved, so it brings such options as:  increase the quality of data integration and records for campaign running, issue solving, and brand loyalty development  set up a better cross-department communication and collaboration with marketing and sales departments  keep track of the status of issues, attach cases, and optimize the resolution process avoiding the common roadblocks  employ in-depth analysis of data and reports to advance the service quality, develop customer relationships and brand loyalty Current users are looking for a whole suite of online solutions to amplify the performance impact, engage more customers, and scale up software in the competitive race. CRM integration is a route to bridge the gap between must-haves and nice-to-haves features, and get the max value profit. G+
  7. 7. Meeting the Perils of Setting Back Let’s start with a few quick reminders on what we mean when we refer to keeping your software firm and unchanging: your competitors go far ahead of you, the feature set and value your service offers decreases, and you close the scale up opportunities what scares away your users. Having better understood the technological realities and progressing data value in business strategy and planning, help desk CRM integration comes upfront as a feature that unpacks fresh possibilities of your tool. So, instead of running the same point over again, the CRM integration facilitates the aligning the sales, marketing, customer support and even accounting team. Once you close this loop of customer dynamics and action, you will dive into new possibilities for substantial ROI and data-focused business planning. The postponing your customer support tool scaling, you activate the process reverse to success, and add to your feature list excessive, useless options. G+
  8. 8. One to Many: Single CRM Integration Aside from being a vital component in marketing arsenal, data either deliver success in performance running and ensure the software usability and usage. In that way, the CRM integration is the right turn to fulfilling business goals and objectives. The establishing CRM integration process craves for such assets as efforts and budget. With Data2CRM.API a unified programming interface service, you will get the option to simplify the complicated process and develop a single integration to interact with multiple CRM systems. Let’s unpack the features and opportunities you receive by using Data2CRM.API:  Develop one integration to support your help desk tool with a multiple CRM integration  Explore the documentation with code samples to see the broader context of applying API methods  Custom and standard filters to enhance the specific requirements in the data management and retrieving  High-level support from a savvy, reliable developer team to encounter rising issues,  Consistent and scalable integration with market-leaders: Salesforce, SugarCRM, HubSpot, Microsoft Dynamics, etc.  Attractive and reasonable plan pricing, besides each quote, is reviewed separately to assure the best service quality G+
  9. 9. CRM Integration Logic With Data2CRM.API, your integration with a number of CRM platforms will take up to 2 days and the following 7 stages. Stage 1. Register an account and run the authorization process. Stage 2. Explore the documentation to understand what API abilities service provides. Stage 3. Download and install Data2CRM.API SDK. Stage 4. Apply few methods to see how the service works. Stage 5. Add a form to connect the client’s CRMs. Stage 6. Add into the system work with entities (i.e. companies, contacts, leads, deals, tasks, etc.) Stage 7. Improve the data performance: save records on your email marketing service side, and further updates of new records G+
  10. 10. Help Desk Integration Scheme G+
  11. 11. Get started with our robust documentation or talk to an expert. In the light of up-and-coming tech trends, CRM integration should be considered as a scalable option to amplify the functionality and business engine. Besides, Data2CRM.API facilitates the establishment and maintenance of reliable infrastructure that allows your help desk to  unified integration with many CRMs and real-time data exchange  enhanced management of contacts, tasks, opportunities, and attachments  agile workflows and optimized issue resolvement processes  advanced report analysis, and campaigns planning Upgrade your help desk with CRM integration to provide a richer experience for your users, and fuel business engine with actionable data. Don’t wait up and start using Data2CRM.API today! Concluding Takeaway G+
  12. 12. TALK TO AN EXPERT Your time is precious, so don’t wait up and start using Data2CRM.API today! Account Manager Support Department Business and Partnership USA Office 2801 Camino Del Rio S, Suite 302 San Diego, CA 92117 European Office 5B Brodivska St., Ternopil 46000, Ukraine CONTACTS