Why your CRM needs a fully integrated help desk

Your sales team lands on a promising lead and has succeeded in converting it to a customer. You're confident that your brand is just what they're looking for. Great! But wait, what happened? The customer is uncertain and starts looking for other options! Panic ensues. Meetings galore. Sales pitches are revised. But alas, you still lose the customer. Does this scenario sound a little too familiar?

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Why do sales teams miss out on closing deals?

Lack of information on customer happiness ratings

Inaccessible customer tickets

Inability to view customer satisfaction scores and surveys

Long customer request processing time to connect with sales

Poor communication between sales and support teams

So how do you seal the deal?

The answer lies with your customer support team! Integrate your Zoho CRM with Zoho Desk to improve your sales conversion process and enhance the customer experience.

What is Zoho Desk?

Zoho Desk is a comprehensive help desk solution that can improve agent productivity, increase customer happiness, and build loyalty. It's context-aware customer service software that helps you put your customers first.

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Teamwork makes the dream work:

Sales and support are interdependent, and running their operations in parallel is a game changer. They're both customer-facing functions required to build strong and lasting relationships with customers. That's why bridging the gap between your sales and support teams helps ensure your business offers an impeccable customer experience.

Information is power

Empower your sales team by giving direct access to the tickets submitted by leads. Allow them to recognize their lead's pain points, formulate a suitable sales strategy, and pitch better.

Enhance your customer experience

A fully integrated CRM solution can help track your customer requests and concerns across multiple channels. It enables your sales team to better engage with customers at various stages of the sales cycle.

Shorten processing time and increase response rate

Enable your sales team to respond immediately to any sales-related query or issue. This integration allows the support team to notify the sales team immediately when leads request help before making a purchase.

Capitalize on cross-sell opportunities

Effective customer engagement is the key to leading your customers back into the sales funnel. Support agents can identify cross-selling opportunities via customer interactions and notify the sales team to take over.

Get prompt customer updates

With the Zoho CRM-Desk integration, sales reps can be notified through SalesSignals whenever a lead or a customer submits, responds to, or rates a support ticket. SalesSignals keeps your sales team updated on all customer communication.

Hear what our customers say.

Alex Tolbert
CEO, Bernard Health

About Zoho CRM

Salesforce does a nice job of making people think all other CRMs lack functionality. We checked out Zoho and found that not only did it have all of the functionality Salesforce has, but the interface was much more thoughtful and well-designed. Our only challenge would really be changing platforms.

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About Zoho Desk

We're able to more effectively respond to our customer needs using Zoho Desk. It gives you a big picture of everything you need because it has great reporting capabilities and keeps track of customers who reach out to us via different channels. Zoho Desk's functionality is much better than Salesforce as we're able to easily merge tickets together and track who is working on which ticket.

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Over 50,000 businesses

around the world trust Zoho Desk to elevate their customer service

Integrate your sales and support apps to optimize your CRM activities

Try Zoho Desk now Sign in here to get credits in your Zoho wallet.