For many businesses, their main communications channel is email, with prospective clients and existing clients using email to ask questions, request pricing and send requests. For too long, customer service staff have needed to copy & paste email threads (or screenshot them) to paste into their job management software so field staff could be booked in for jobs. As well as being prone to errors, this adds to their customer service staffing needs and ongoing costs to the business.
After working with hundreds of businesses looking for smart automations and integrations, the team at SyncEzy have developed a way to capture the important information from customer support emails and have this fed into job management software. Using two leading software platforms, Zoho and simPRO, SyncEzy are now able to offer a solution to their clients that makes it easy to streamline new job requests that are emailed.
The process is as simple as:
- Customer emails in service or support request
- Staff member clicks a button to create a quote or job in simPRO
- The information from Zoho Desk is used to create the quote or job in simPRO
If you’re looking for a better solution to getting customer data from your help desk to your field management software, look into our Zoho Desk to simPRO integration or talk to one of our sales team today to see if this integration would be a good fit for your business.