CRM to Service Desk
So that your sales and account management teams can gauge the health of your customers, it’s vital that they know when there’s a problem and how it’s being handled.
Keeping your service desk’s tickets in sync with your CRM gives your sales team direct visibility of what your support team are talking to your customers about. It stops those awkward phone calls, and allows account management to be more proactive in their conversations with customers.
Also keeping the CRM’s customer list in sync with your service desk allows the support team to know who’s calling and to update contact details etc. when necessary.
Typical data syncs include customers, order history, tickets and ticket notes/conversations.