TeamSupport

TeamSupport offers a comprehensive, bi-directional integration with Salesforce CRM to improve clarity and streamline workflows. Basic customer and contact information is synced effortlessly, along with ticket data and custom fields. This allows for stronger communication between teams, increased efficiency and happier customers.

Customers benefit from the exceptional CRM capabilities of Salesforce, combined with the best-in-class B2B (business-to-business) customer support offered by TeamSupport. Instead of creating duplicate entries in 2 systems, agents or sales reps only have to enter the information once, and each can see the same data. No more data entry errors, no more duplication of effort, and no more "silos" between sales and customer service.

How It Works:

• Accounts and contacts in Salesforce update TeamSupport
• Tickets and Cases sync seamlessly and bi-directionally
• Provide newly imported customers with quick access to secure customer portal
• Customizable welcome emails to all imported contacts
• Map custom fields between the two systems
• Add a TeamSupport button to your Salesforce screen for easy access

Learn more by getting a free trial or demo!