CRMs (Customer Relationship Management systems) are a great way for your sales team to have context when talking to customers. But this shouldn’t just include sales info – they also need to know if this person has had issues or given feedback lately.
This integration is actually two separate components to keep your sales & support teams in beautiful harmony:
Like our other CRM gadgets, it gives you a real-time view of what information is in SalesForce about any user you look at in UserVoice include any pending SalesForce Opportunities or Tasks. This means your support team won’t be needing to give them Salesforce access (which I hear will not only save you a lot of money on SFDC licenses but also improve the mood in your support department).
The complementing service hook helps push information the other way. Syncing UserVoice support tickets to the correct Salesforce Contact record in real-time.
Available on all UserVoice plans.