Zendesk to Salesforce Integration

Zendesk to salesforce integration

On their own, Salesforce and Zendesk are powerful tools that give you insight into your customer’s habits and needs. Used together, they can give you an unparalleled view of your support data and CMR customer data. These tools allow you to improve customer satisfaction through meaningful data driven conversations. With the Zendesk to Salesforce integration, you can use all of your CMR data, including custom objects. This gives your support team a clear vision of your complete Salesforce customer profile alongside an active ticket in Zendesk support.

What Is Zendesk, and Why Is It Good for Your Business?

Zendesk is a cloud-based customer service platform. It facilitates communication between your organization and your customers.

Zendesk helps support your customer service teams and engage better with your customers. It offers a select group of tools designed to show your customer data in one place. With Zendesk, you can solve, track, and prioritize customer tickets.

Since you have all of your interactions with your customers in one place, your team can create a seamless, productive workflow. Your customers benefit because no matter what channel they use to interact with you; be it through social media, email, or social messaging; they will get the same seamless experience. With Zendesk Salesforce integration, you are able to edit or create Zendesk tickets and then enhance the platform’s power with the combined integration.

What Is Salesforce, and Why Is It Good for Your Business?

Salesforce is the best-selling customer relationship management platform on the market today. Thanks to its global market, you can work with businesses and IT teams from anywhere, keeping your customers happy everywhere.

Salesforce unites your IT, marketing, commerce, sales, and service teams into one place via an integrated CMR platform. The beauty of Salesforce is that it powers a massive suite of connected apps. With Salesforce, you are able to focus on stabilizing your business, reopening your business, and delivering unparalleled customer experiences. The Zendesk Salesforce combination lets you take your customer’s experience to the next level.

The Benefits of a Zendesk to Salesforce Integration

Your goal is to improve customer satisfaction and customer communication. The Zendesk Salesforce combination allows you to do this by letting you sync your support and sales teams, speeding up resolution times.

Collaboration between team members becomes easy with the goal of resolving customer issues promptly. The ability to access Zendesk support tickets in a customized Zendesk support panel along with Salesforce gives improved visibility.

You can stay on top of customer communications thanks to the ability to view and create up-to-date tickets using Salesforce. You are able to keep track of customer record databases in Salesforce with the option to access this information from Salesforce or Zendesk Support. This includes real-time access and synchronization with Salesforce Contacts, Accounts, and Leads via Zendesk Support.

This integration of Salesforce and Zendesk lets you see reports in Salesforce that allow you to analyze Zendesk Support tickets using unique criteria offered by Salesforce. You can monitor customer trends through every point of interaction your sales and support teams have with your customers.

 

Enjoy the Power of Two World Class Solutions: Zendesk to Salesforce

Salesforce and Zendesk are industry leaders. It makes good sense for your business to combine these two world class solutions to give your customers the best interaction experience available. Fusion CPA is an accounting and business advisory firm. We have helped many businesses find the best software solutions for them. By helping you find the right tools, we can show you how you can have access to all of your data in one place. Integrated solutions, like integrating Zendesk and Salesforce, can save you time and money. 

Learn more about the integration between Zendesk and Salesforce by clicking here to receive a free discovery call with Fusion CPA. 

This blog article is not intended to be the rendering of legal, accounting, tax advice or other professional services. Articles are based on current or proposed tax rules at the time they are written and older posts are not updated for tax rule changes. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.

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