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

1. Elevate Platform Functionality to Agile Workflows
and Customer Development
Help Desk + CRM
Integration

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
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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
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Talk to Sales
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4. Chapter Two
Redundant vs. Helpful
Functionality
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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
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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.
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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.
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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
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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
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10. Help Desk
Integration Scheme
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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
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12. TALK TO AN EXPERT
Your time is precious, so don’t
wait up and start using
Data2CRM.API today!
Account Manager
data2crm.api.crm@magneticone.com
Support Department
support.api@www.data2crm.com
Business and Partnership
business@www.data2crm.com
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