More CRM for your Help Desk

The last thing anyone wants to do is get in the way of a sale. Woe is the guy that costs his company some much needed revenue, especially in these times, because he lost some information or wasn’t aware of a customer support issue. As a help-desk company that also likes to make sales, we really understand the value of good customer service. (Side note: good story on value of good CRM data on InsideCRM.com).

That is why we are happy to announce our two-way integration with Tactile CRM, a great UK company that provides web-based contact and sales management system for small businesses and departments. With this integration our customers can display user information from Tactile CRM on ticket requesters directly in the Zendesk user interface, and ticket information from Zendesk on customers in Tactile CRM.

So, if you're running both Tactile CRM and Zendesk you will always know what customer information you have on your support requesters, and vice versa, the outstanding support tickets you have with customers. Voila, no more sales lost because of miscommunication or lost information.

From Zendesk simply go to the Account tab and configure the relevant Tactile CRM widget (going live Tuesday morning CET). From Tactile CRM simply enable the integration from the Admin area as described in this nifty little video from Tactile CRM embedded below.

Want to learn more? Meet both the Zendesk and Tactile CRM crew tomorrow at Zendesk's meetup in London at The Dover Castle, 6:30pm Tuesday, June 16th. We look forward to seeing you there.