The Exact Online app seamlessly integrates with Zendesk Support. It allows you to show contact information and invoices from Exact Online next to your Support tickets in Zendesk.
Why Exact Online for Support
When customers reach out to customer service or support, do you know who’s ‘on the line’? You should. Customers hate explaining their problems repeatedly when switching between support channels or agents. And having them provide the information you already have on file is not helping. It’s your job to know your customers. Make sure your agents know with whom they’re talking or chatting. Create a 360° view on the customer that’s readily available. Right there in the Zendesk workspace, for instance.
With Exact Online for Support, you now have direct access to contact information, company info, and an overview of outstanding and paid invoices.
Introducing Exact Online for Support
The Exact Online app unites all your business and customer data by displaying critical Exact Online information in your Zendesk sidebar, offering you a single and real-time view of the customer and allowing you to solve tickets faster. Of course, that adds to the customer experience. Whether customers are chatting, calling or emailing, the Exact Online App assists your sales and support reps with giving the customers the right information at the right time.
Agents have instant access to Exact Online’s information by directly querying the integrated app.
- Automatically match a ticket’s requester, or a deal’s contact with the right contact in Exact Online based on name or email address.
- Find Company data from Exact Online: name, email, phone, address
- Find Contact data from Exact Online: name, email, phone
- Ten most recent invoices with numbers, data, and description.
- Easily look up additional data in a new Exact Online tab by clicking the Order ID.
This app requires your Exact Online software to be hosted in Belgium or the Netherlands. We also require a user with admin rights to link the app to your Zendesk instance.