Zendesk salesforce integration guide
To a certain extent, it always comes down to price. I guarantee that all three of them have sales teams more than happy to work with you to put together a portfolio of apps to accomplish everything you need, though, so that isn’t necessarily a problem. Personally, I find Salesforce to be the most complex and therefore least approachable of all three, from a self-service perspective. They offer so much in such wide variety that you can do basically anything. Verdict: any of them! Frankly, no matter what size business you’re running or what your needs are, you’ll be able to put together something with all three of these platforms. Zoho Desk is what you’ll be looking for.Īdditionally, they have a human resources platform and an app creator that lets you create something custom for your own office needs. Helpdesk features through Mobile Device Management, as well as ServiceDesk Plus, a customer service platform.
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No, it doesn’t replace Windows or Linux or OSX it’s a series of apps that help manage business processes. Zoho, next up, bills itself as an “operating system for business”. For example, under the Sales Cloud, Salesforce offers their CPQ app for price and quote generation, Pardot for B2B automation, Inbox for email management and productivity, Essentials with a series of features for small businesses, Cloud Einstein with CRM artificial intelligence, Lightning Dialer for click-to-call features, Mobile for mobile app compatibility, and App Exchange for adding even more features. Mulesoft, which includes a bunch of connectivity apps that sit between other apps and facilitate the transfer of data and API usage.Īll of these are actually individual platforms.These include specialized apps for financial services, health and hospital operations, government of all levels, and philanthropic ventures. Industries, which has several related apps for specific industry needs.Quip, which is a team management app meant for internal workflow and productivity.Communities, which is a handful of related apps for building customer communities, both on local forums and social media.Commerce, which is an e-commerce platform manager that unifies various means of purchasing into one experience.Marketing, which is a general engagement and outreach platform similar to something like Hubspot.Service, which is a customer service and help desk platform.Sales, which is a general sales tracking and lead follow-up platform used by sales teams of all sizes.Salesforce is one of the bigger names in business management and is often viewed as an enterprise-level piece of software, though it works for businesses of almost all sizes. Explore is an analytics suite that aggregates data from a variety of sources and helps you keep track of your business in general.Īdditionally, Zendesk offers the Zendesk Suite, which is Support, Guide, Chat, and Talk all wrapped up into one package with integrations already in place upon installation.Connect is a linked customer profile platform that tracks a variety of data points and can build action flows, customer profiles, and ticket tracking.Talk is an app specifically designed for call center tracking and management, including KPI tracking.Chat is a live chat and messaging system that can be used for customer support and sales.Guide is a knowledge base program often used for both internal knowledge bases and external FAQ documents.Support is an integrated customer support dashboard you’ve probably seen used by a variety of businesses and a ton of gaming companies.They offer six individual products: Support, Guide, Chat, Talk, Connect, and Explore. These three services are not strictly comparable, and in some ways are even complimentary, but you’re pretty unlikely to invest in more than one. First, let’s talk about the available products from each company.