The Teamleader app allows agents to see data from Teamleader next to their Sell or Support deal or ticket in Zendesk Support and Sell.
When customers reach out to customer service or support, do you know who’s calling? You should. Customers hate explaining their problems repeatedly when switching between support channels or agents. They don’t want to repeat the information you already have about them or their inquiry. It’s your job to know your customers. Make sure your agents know with whom they’re communicating by creating a 360° view of the customer in the Zendesk workspace.
With the Teamleader integration, you now have direct access to contact and company information and tasks, deals, or projects in Teamleader.
The Teamleader app unites all your business and customer data by displaying crucial information from Teamleader in your Zendesk sidebar. This offers you a single and real-time view of your customer and allows you to solve tickets faster. All adding up to a better customer experience. Whether customers are chatting, calling, or emailing, the Teamleader app assists your sales and support reps by giving them the correct information at the right time.
Agents have instant access to the information in Teamleader, such as:
- Contact information
- Company information
- Tasks in Teamleader for your customer (status, due date, assignee, etc.)
- Deals in Teamleader for your customer (status, value, close date, etc.)
- Projects in Teamleader for your customer (status, date, assignee, etc.)
This app requires you to have an active Teamleader license.