Synchronising data between your CRM and service desk is key to ensuring that your sales and account management teams are aware of the “health” of your customers. It also stops all that wasteful duplicated effort maintaining information in two places.
HubSpot, Salesforce, Dynamics? Autotask, ServiceNow, Fresh, Halo? These are just some of the systems we get synchronising.
Typically these integrations include: Companies, Contacts, Opportunities/Leads – and this can extend to custom objects, tickets, notes (or any other data) if they need visibility across the two systems.
You can now give everyone direct visibility of what your customers are experiencing. This helps your teams to be more proactive and productive. Support teams know who’s calling and everyone’s contact details are up to date. Everything that should be in sync is in sync.
CRM – Service Desk Integrations
Whether you are looking for greater customer support automation, to fully sync CRM data or for a better way of connecting business applications, the team at Recursyv can help you with the following and more.
- Connect your HubSpot, Salesforce, Dynamics 365, Zoho or any other popular CRM
- Link it with Autotask, Fresh, ServiceNow, ConnectWise, Halo or any other service desk.
- Synchronise Companies, Contacts, Opportunities – or add other data, like tickets etc.
Recursyv enables organisations to seamlessly join any applications with enterprise resiliency and full configurability. Our expertise in application integration means we make data visible and usable in all your systems from your oldest on-premises platform to the newest cloud-based apps.
Typical data syncs include everything service and sales functions might need to operate smoothly such as customer contact details, opportunity data, purchase history, service tickets, ticket notes/conversations and attachments. We can help with data unification at scale too.
If you have a service desk to CRM integration, Recursyv’s knowledge and experience will ensure smooth and efficient design and execution phases of activity. We work with small businesses right through to enterprise firms across all industry sectors and geographies.
The Recursyv Approach
We provide a “white glove” service where you deal with human beings who understand system integration across CRM and service desks. We bridge different technology stacks and translate data into different formats, so you don’t have to worry about the details. It’s a fully managed integration service – you don’t have to adopt another platform.
This means no technology overhead for you. No need to divert your devs. No new product to take on or learn. No code to manage. No ongoing maintenance. No need to worry about evolving needs. Just the data sync outcome you want.
Once the integration is set up, we provide 24/7 monitoring and alerts, as well as support for minor optimisations – we are with you as your business grows and evolves.
Contact us on the link below. We would be delighted to discuss how we can help.
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Resilient and Secure
You don't need any additional IT infrastructure or coding knowledge to get going.
Any Application
We can connect any cloud based, on-premise, legacy & bespoke applications.
Perfect for MSPs
We are best placed to do system integrations for businesses who center around service desks.