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Integrate a modern customer service portal with traditional CRM
Make customer service representatives more effective
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Showcase 7: Extending Existing CRM
  Seamlessly integrate a modern customer service portal with a traditional CRM system. Make customer service representatives more effective by equipping them with access to CRM account and contact information. Provide sales representatives with insight into their buyers' interests, needs, and service history.

With Helpstream you can:
  • Seamlessly integrate self service and service desk workflows to provide truly responsive service and deliver the best possible customer experience
  • Convert case histories into detailed solution articles, including Interactive Checklists, and make them available for self service via the customer service portal
  • Understand the different roles of buyers and coordinate Service with Sales to drive customer satisfaction and positive word of mouth
  • Inform your selling efforts with deep insights into account service history and enable sales executives to participate as influential members of the customer community
  • Improve Web marketing results by selectively seeding search engines with appropriate community content
  • Differentiate your products by providing extra-ordinary customer service
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CRM Integration
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