Integrating Salesforce & Zendesk
We help you work with Salesforce and Zendesk
Salesforce is the most used Sales Automation software in large companies. Primarily through acquisitions, its product portfolio spans in many areas of Customer Experience, including the Service Automation one.
It is very common that organisations prefer Zendesk® over SF.com for the customer service processes because of its ease of use, speed of implementation, and omnichannel capabilities (reinforced by the Agent Workspace).
Zendesk® has developed the Salesforce App for Support so agents can view the customer profile from the sales perspective on the right side of the ticket. On the other side, sales representatives can view, create, and update Zendesk® Tickets from SF.com’s interface.
Salesforce and Zendesk® are quickly connected. With our recommendations, you can also determine what is the best manner to utilise both softwares to get the best of both worlds, and establish an optimised CRM or Customer Hub.
Email us for a free 30 minute Zoom meeting to see how to combine SF.com and Zendesk®’s workflows.
Contact us for more information.