Support customers in LiveDesk, extend the value of Zoho CRM

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We heard your requests for LiveDesk to integrate with Zoho CRM, so last week we announced Zoho CRM integration for all paying LiveDesk customers (or those on a current trial of any of the paid plans).

By tag-teaming with the premier CRM solution for small businesses, your LiveDesk gets instant access to the customer data you need while chatting, and your support interactions are logged alongside your other data in your newly-unified customer interaction suite. Leverage the power of LiveDesk and Zoho CRM together, and join the small businesses who are already elevating their team’s customer-supporting skills.

Zorge, who runs English Maestro, a small business providing online language lessons, put it this way:

“As an automation fanatic, I was very enthusiastic to use Zoho LiveDesk in integration with my Zoho CRM to provide live support to my customers. The functionality and features work awesome and exceed my expectations. [This integration] adds more value to my Zoho products.”

Join Zorge and discover through easy integration with Zoho CRM, how LiveDesk quickly adds more value to your existing customer interactions. Get started with LiveDesk today, and test-drive what it can do in tandem with your CRM. Let’s explore how the apps work together for small teams like English Maestro and soon you, your customers’, and your company’s benefit.

Easy linking unlocks value instantly

Because both products are members of the Zoho family, it is easy to link the two apps, quickly adding the ability to support customers through live chat into your existing customer interaction structure.

Recognize customers and deliver tailored solutions

When a customer initiates a chat with your team, LiveDesk automatically relays their information from your CRM, directly to the live chat window. Your agents have instant access in the chat window to vital information—such as the high-value account a customer belongs to—and are only one click away from the contact (or account’s) complete details. When they notice this customer’s long and valuable history with your company and past interactions, they discover that this particular customer responds best to step-by-step instructions. Enlightened, your agent asks the right questions and tailors his responses exactly to the customer’s preferred style.

Continually refine your customer knowledge base

Maximize the potential value of future interactions—sales, support, whatever—utilizing new insights gleaned from live chats to retain and grow customer relationships. With the power to add valuable notes directly into your CRM from LiveDesk, and chat transcripts automatically logged inside CRM, your whole team benefits from every live chat interaction.

When a customer asked for help configuring your iPad app as he prepares for an upcoming cross-country motorcycle trip, your agent was able to add insights that will someday payoff. Your friendly support rep discovered through chatting that the customer’s trip was with his business partners to celebrate their company’s five-year anniversary. While chatting, your agent quickly added a note, so your team can send a note congratulating the customers on their milestone. He also added a note in the contact’s details about his affinity for Harley Davidsons and passion for being on the open-road as much as possible.

Capture curious visitors in your CRM

Unlock the ability to capture new website visitors who connect with you through chat (either automatically or manually) as leads or contacts in your CRM. While answering questions about your product from someone who is currently on a trial, you learn that the company he works for is looking for a new, custom-made solution, right in your team’s wheelhouse. So while continuing to answer questions, you quickly capture the visitor as a new lead from the chat window, and even convert the lead into a potential.

You even create a follow-up task in your CRM to ensure the account manager from your custom-builds team connects with the lead and builds on the foundation you built through chat.

Extend the value of both products for your team, and link up LiveDesk and Zoho CRM today.