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 oHari’s relentless pursuit of excellence and his 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.
If technology and a passion for solving complex business challenges, Hari has emerged as a visionary leader in the industry. 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, and reading Tech news, playing FPS games and not exercising as he should.
Related Posts
Building Custom SafetyCulture Integrations
SafetyCulture, globally recognized as a leading inspection and checklist application, revolutionises the way organisations perform audits and ensure safety compliance. At SyncEzy, our affinity for checklists goes beyond mere appreciation; it’s foundational, much like the principles laid out in “The Checklist Manifesto,” by Atul Gawande which is one of my all time favourite books. Safety… Continue reading Building Custom SafetyCulture Integrations
Hari Iyer | SyncEzy
CEO
Running Payroll from Simpro Schedule & Excluding Travel time from Overtime
For trade businesses utilising Simpro for managing operations, the importance of inputting accurate data cannot be overstated. Accurate data entry, especially regarding job costs—labour, overtime, variations, parts, and bill of materials—is crucial for maximising the value derived from Simpro. While entering parts data is relatively straightforward, often because parts are ordered directly for jobs, ensuring… Continue reading Running Payroll from Simpro Schedule & Excluding Travel time from Overtime
Hari Iyer | SyncEzy
CEO
Streamlining Construction and Trade Safety with SyncEzy’s New SafetyCulture and Simpro Integration.
Introduction In an industry where efficiency and safety are paramount, our collaboration with Simpro and SafetyCulture marks a pivotal moment. This alliance introduces a pioneering solution, designed to redefine how trade and construction businesses approach safety inspections, compliance, and operational efficiency. Who are SafetyCulture and Simpro? SafetyCulture, a global technology pioneer, is committed to helping… Continue reading Streamlining Construction and Trade Safety with SyncEzy’s New SafetyCulture and Simpro Integration.
Hari Iyer | SyncEzy
CEO
Boosting Project Efficiency: Why SyncEzy Recommends simPRO and SharePoint Integration
Efficiency is crucial in project management, especially when using simPRO. Integrating simPRO with SharePoint offers numerous benefits that can enhance your workflow: 1. Streamlined Access with Office 365: Easily access your project files and folders through SharePoint, OneDrive, Teams, and the entire Office 365 suite. This integration simplifies collaboration and document retrieval. 2. Local Editing… Continue reading Boosting Project Efficiency: Why SyncEzy Recommends simPRO and SharePoint Integration
Hari Iyer | SyncEzy
CEO
Enhancing Efficiency and Collaboration: The simPRO to SafetyCulture Integration
In the realm of modern business operations, efficiency and collaboration are crucial. SyncEzy presents a practical solution that streamlines data collection, inspections, and reporting. The integration between simPRO and SafetyCulture, powered by Safety Culture, offers a balanced approach that empowers your organization. Let’s explore the tangible benefits this integration brings to your workflows. 1. Unifying… Continue reading Enhancing Efficiency and Collaboration: The simPRO to SafetyCulture Integration
Hari Iyer | SyncEzy
CEO
Streamline Your Business: Introducing the Upcoming Shopify to simPRO Integration
We are thrilled to announce the upcoming integration between Shopify and simPRO, a game-changing solution that will revolutionize how simPRO-driven businesses operate in the online e-commerce world. As we are currently going through the Shopify partner review process, we are excited to soon bring this integration to the Shopify Marketplace, where it will be easily… Continue reading Streamline Your Business: Introducing the Upcoming Shopify to simPRO Integration
Hari Iyer | SyncEzy
CEO
