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Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

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Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Published in: Business

Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

  1. 1. Enjay Sugar Freshdesk Sugar CRM & Freshdesk Integration Worlds best Ticketing system. Meets worlds Best CRM
  2. 2. http://www.slideshare.net/enjayworld/sugarcrm-freshdesk-integration Click below for new updated presentation
  3. 3. Ticketing System. Knowledge base interface. Automation of tasks and Notifications/Alerts Great tool for Support Team. Extremely good Customer support system.
  4. 4. A more holistic approach Customer Experience. Marketing, Sales, Support, Projects, Team Management, Customer Information System. Great tool for Sales / Marketing / Support Team members. Mostly used by in house Team members.
  5. 5. Customer Facing Solution Customer Management Solution
  6. 6. Why SugarCRM Needs Freshdesk Need for a Great customer side portal. Need for intuitive Customer side Knowledge Base. Multilingual portal support Gamification of Helpdesk.
  7. 7. Why Freshdesk Needs SugarCRM Need for a Complete Sales/Marketing Mgmt. Integrated view for sales/support. There can’t be Support without Sales.
  8. 8. Enjay SugarFresh • Ticket Created on Freshdesk Portal - becomes Support Case in SugarCRM. • A Registered User on Freshdesk Portal - becomes contact in SugarCRM. • Support Team can reply from Freshdesk Admin Console or SugarCRM. • Even Files can also be attached.
  9. 9. Lets Demo . . .
  10. 10. User Registration on Freshdesk
  11. 11. User receives activation email from Freshdesk
  12. 12. User creates Ticket on Freshdesk Portal
  13. 13. Ticket appears as Case in SugarCRM
  14. 14. Detail View of Case in SugarCRM
  15. 15. Freshdesk User created as CONTACT in SugarCRM
  16. 16. Case is linked to Contact in SugarCRM
  17. 17. Support team replying from SugarCRM
  18. 18. User can see reply in Freshdesk Portal
  19. 19. Support Team reply from Freshdesk Admin Console
  20. 20. Customer updates profile in Freshdesk
  21. 21. Contact Details updated in CRM
  22. 22. Few more things. . . • All Freshdesk Automation will work independently. • When Case is re-assigned in Freshdesk, it will automatically be re-assigned to respective user in CRM. • Contact Details and Case Status is synced between SugarCRM and FreshDesk.
  23. 23. Enjay SugarFresh SugarCRM & Fresh Desk Integration Worlds best Ticketing system. Meets worlds Best CRM
  24. 24. Available on

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