Business systems
We integrate Zendesk so every conversation, sales or support, sits on one customer record and the right team acts on it.
Zendesk is one of the systems of record or automation layers we connect inside a revenue system. The goal is one clean flow of data: lead in, CRM record, follow-up, booking or order, revenue reported, with Zendesk doing the job it is best at and nothing duplicated.
Zendesk integration with CRM, chat and messaging channels, plus triggers and automations that keep service and sales aligned.
Delivered systems where this played a part. Clients are named only where they agreed to it.
Yes. Qualified chats create CRM opportunities with the transcript attached.
Yes, including ticket history and macros.
Yes, where it adds something the CRM does not already do. We map the fields, decide the direction of sync, set ownership rules and test the handoffs before anything goes live.
Fifteen minutes on what you run today and where this sits in it. No proposal until we have seen your system.
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