Hari Iyer | SyncEzy
CEO
2 Min Read
Feb 14, 2022
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.
Author
Hari Iyer | SyncEzy
CEO
Hari Iyer is the Founder and CEO of SyncEzy, a pioneering company at the forefront of data integration and automation solutions. With a deep understanding of the power of technology and a passion for solving complex business challenges, Hari has emerged as a visionary leader in the industry. His relentless pursuit of excellence and commitment to delivering tangible results have earned SyncEzy a loyal global clientele.
He is not only a successful entrepreneur but also an active contributor to the technology community, sharing his insights through thought leadership articles, speaking engagements, and mentorship programs. Hari’s ability to navigate the complexities of remote work serves as an inspiration for leaders, highlighting the importance of flexibility, work-life balance, and a results-oriented approach in today’s evolving work landscape.
Under his guidance, SyncEzy has gained widespread recognition for its deep integration solutions that seamlessly connect software applications, eliminate data silos, and enhance operational efficiency.
When not working, Hari is trying to be a better father, reading tech news, playing FPS games, and not exercising as he should.
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