Salesforce Zendesk Integration

Published on
October 27, 2021

Zendesk is a cloud-based, customer service platform that facilitates communication between an organization and its customers. It supports the company's service team by helping them engage better with consumers, displaying customer data in a single place, and providing tools to easily track, prioritize and solve customer tickets. Zendesk also builds software to meet customer needs, sets your team up for success, and keeps your business in sync. Also, with today's customers wanting to connect any time, at any place, Zendesk enables you to meet them wherever they are, for sophisticated, seamless support that flows across channels.

And Salesforce is the number one customer relationship management (CRM) platform in the market. It helps amalgamate your marketing, sales, commerce, service and IT teams work as one from anywhere, so you can keep your customers happy everywhere. Salesforce comes packed with features like contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics, and intuitive, mobile-ready dashboard and so much more.

Both Zendesk and Salesforce have their own unique features and benefits, but, when the two are integrated into one, a plethora of unlimited possibilities are unleashed for your organization.

Also Read: Benefits of Salesforce AWS Integration

The Benefits Of Salesforce Zendesk Integration For Your Organization

1. Unified 360-degree customer profile view, to give your support team a clear vision

Salesforce and Zendesk on their own, are powerful tools that give you insight into your customer’s needs, habits, and patterns. But, when merged and used together, they can give you an unparalleled view of your support data and customer data. It gives your sales and support teams a holistic view of your customers with a dynamic two-way data-sharing integration between Salesforce and Zendesk.

The integration also helps you with having complete control for the level of information that is available for Zendesk agents from the platform of Salesforce. The tools you get along, improve customer satisfaction through meaningful data-driven conversations. Courtesy of the integration, you can use all your CRM data, inclusive of custom objects like Zendesk Ticket, which gives your support team a clear vision of your complete Salesforce customer profile, alongside an active ticket in Zendesk Support. Even collaboration between team members gets easier, facilitating the goal of resolving customer issues promptly.

2. Support and sales teams in sync

The Salesforce Zendesk integration supports your organization's primary goal of improving customer communication for better customer satisfaction. The combination helps you achieve it, by syncing your support and sales teams, facilitating the flow of information, improving workflow, and speeding up resolution times.

3. Real-time access to synchronized information via both Salesforce and Zendesk Support

The ability to view and create up-to-date tickets using Salesforce enables you to keep track of customer record databases in Salesforce with the option of accessing this information from both Salesforce and Zendesk Support. This is inclusive of real-time access and synchronization with Salesforce contacts, accounts, leads, etc. via Zendesk Support.

4. Analyze Zendesk Support tickets, using Salesforce

The integration of Salesforce and Zendesk shows up reports in Salesforce that allow you to analyze Zendesk Support tickets, using unique criteria offered by Salesforce. This lets you monitor customer trends, through every point of interaction, between your sales and support teams and customers.

5. Get the best customer-facing web interface and multi-channel support

The integration also gives you the best customer-facing web interface, which makes it flexible to have an open API, enabling integration factors for your organization. It provides you with feature-rich CRM tools that offer multi-channel support characteristics that involve email, phone, chat, social media, etc.

6. Customizable and scalable

The Salesforce Zendesk integration can also be tailored to fit your unique business requirements. You can greatly customize and scale its functionality as per your growing and ever-changing business needs.

7. Salesforce Lightning supportive

‘Salesforce Lightning' is a component-based framework for app development, designed to simplify processes for business users, who typically do not have programming experience. It is a great no code, graphical user interface (GUI), optimized for speed. And the Salesforce Zendesk integration offers automatic and seamless updates, that support Salesforce Lightning.

Choose AppShark To Make The Most Of Your Salesforce-Zendesk Integration

Leverage the power of two world-class solutions: Salesforce and Zendesk for your business, to give your customers a flawless customer experience. Let AppShark help you find the right tools to have access to all of your data in a single integrated place. Integrated solutions, like Salesforce and Zendesk, take your customers' experience to the next level, increase sales, save your time and money, and significantly boost your ROI.

We are AppShark- a Gold Certified Salesforce Partner, specializing in the implementation and integration of Salesforce solutions. With more than 10 years of experience and 100 plus certified Salesforce experts, we give clients the advantage to engage in flexible models as per their requirements. From giving end-to-end Managed Services to providing hard-to-find resources on an hourly and block-of-hours basis, AppShark can help reduce the go-to time of Salesforce projects no matter how complex they are.

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