Zendesk + Salesforce
When sales and support work together, your customers win. Our prebuilt integration with Salesforce gives your teams a single view of your customers, so you can have better conversations and close more deals.
Keep your teams in sync
Make it easier for sales and support to have a clear view of the relevant customer data. Integrate Zendesk and Salesforce in minutes, so you'll always have the right information.
Give reps valuable lead activity
Close more deals and reduce resolution times by giving sales access to customer tickets so they’re looped into conversations with support. Reps can view, create and update tickets while seamlessly collaborating with your support team.
Personalise
the customer experience
Give agents access to Salesforce profile details, like job title or plan tier, all visible within Zendesk. With a unified view of your customers, agents can deliver engaging support experiences that drive CSAT, upsell opportunities and productivity.
Leverage smart automations
Improve productivity for sales and support by automating activities across systems. Create connected workflows for instant resolutions, like reassigning tickets based on loyalty status stored in Salesforce.
Understand your business
Identify trends across all touchpoints of customer interactions. Enhance your Salesforce reporting to include Zendesk ticket data so that you can make more informed business decisions.
Evernote’s success with Zendesk + Salesforce
Evernote transforms the way millions of people organise and share ideas. With a globally distributed workforce, creating a central record for every customer interaction is critical. With our integration, Evernote connected their sales and service teams. Their sales team can create a support ticket within Salesforce with just a click of a button, and support has insight into every customer interaction without leaving Zendesk.Read the full story
