Integrate Helpdesk software with your CRM.

Posted by vertage on April 22nd, 2021

It can be time-consuming and expensive to implement two different systems to serve the same client. Experts believe that combining two separate sections of a company into one will be the best way to optimize the company.

Your help desk support and CRM apps are the most critical components to incorporate. This development is low-cost and ideally handles the customer development process. What they require and what you provide are relatively transparent, and you can use that combination to make improvements.

Now that you know why you should link these two structures, let's look at how you can do it:

Determine can be automated.

When determining whether or not to integrate your helpdesk with customized CRM software solution, you must first decide which tasks you want to automate and how they can integrate with other processes. Ticketing, workflows, answers, and serving suggestions are critical activities that your support desk can automate. The next step is to figure out which widgets you'd like to link these systems. Telephony, billing, social, and service are the most powerful widgets.

System Synchronization That Isn't Broken

Now that you've identified the tasks that need to be automated and the widgets that will help you automate this process consider how you can incorporate them. Both systems are connected in the most seamless way possible so that when a customer submits a ticket in the design, a warning is assigned to  CRM. It should be able to do the following:

 All of your data in one place, import all of the contacts from your help desk into your CRM.

Sync customer details and tickets with your CRM contacts' information for a more comprehensive view of your contacts' information.

Connect with sales and ticket data so that sales reps can see, build, and upgrade tickets; they're easy.

Share information about customers, such as user profiles, account sizes, and more, as well as information about the problem or ticket.

To boost process efficiency and customer requests, provide business insights through synced data.

Since the helpdesk is constantly on the move, chatting, mailing, and meeting with other teams, manual activities must be automated wherever possible for unique notifications for different workflows set up. Another benefit of this integration should be categorizing customer tickets based on the plan (paid or free) and priority (VIP or non-VIP).

After you've determined all of these requirements, all you have to do now is select which helpdesk you want to integrate with your CRM system. If these are the exact conditions you're looking for, Agile CRM with a helpdesk is a good option.

Give Agile CRM a shot.

Here's why the helpdesk and CRM apps can work together.

A unified database

The most critical aspect of the integration is getting all of the consumer data in one location, from nurturing to after-sales, to figure out what went wrong with the product or the order, there is no need to exchange emails between the product and support teams or between the sales and support teams. The customer profile, account information, and contact shared are visible to all groups.

Customer Satisfaction is Boost

You would be able to have a more robust interaction with your client if you have an integrated framework. Since the device has a full image of the customer's profile, it assists the service reps in providing services that seem personal. Integrating helpdesk and CRM allows customers' data to synced and also allowing two-way contact between the help desk and other processes. Data such as complete customer history, previous communications, payment or billing information, help desk passes, and customer reviews or ideas are all available.

Provides more rapid solutions

This integration connects the sales and support teams, allowing for equal cooperation when addressing customer tickets. Both teams have communicated with customers equally, but sales do it before sales and support after-sales. As a result, different customer profiling and specifications data shared offer a better solution to the customer. Both teams will display the tickets raised and update the data based on the problem using this integration.

Increases the effectiveness of the team

Having all of the data in one place allows you to quickly and accurately monitor consumer patterns. Your support team can automate manual tasks and receive real-time updates resulting from this integration, which will increase their response performance. Your team will use this to look at different reports, ticket details, and unresolved issues. It will aid in determining the quality of the workflow and the effectiveness of the team.

Integrations are often beneficial to a company's bottom line, particularly when they add synchronization and efficiency to multiple processes and teams. Another significant reason to combine critical business components is to save money.

 Source: https://rewardbloggers.com/blog/25294/integrate-helpdesk-software-with-your-crm