Optimiser votre CRM en intégrant votre plateforme de gestion de service client, Zoho Desk

Optimiser votre CRM en intégrant votre plateforme de gestion de service client, Zoho Desk



Dans l'article précédent, nous avons vu comment l'intégration entre Zoho CRM et Zoho Analytics permet aux équipes des ventes et du marketing de découper les données afin de prendre de meilleures décisions commerciales. Cette fois-ci, nous découvrons comment l'intégration de Zoho Desk à Zoho CRM offre une plateforme unique pour consulter les tickets clients et y répondre, le tout directement depuis le compte CRM.
 
Le CRM permet à votre entreprise de gagner des clients et de réaliser des affaires avec eux, mais qu'en est-il des services après-vente ? Si votre organisation n'est pas en mesure de fournir des services après-vente dignes de ce nom à vos clients, cela aura un impact sur leur fidélité. Zoho Desk a été conçu pour permettre aux équipes support d'aider les clients et d'améliorer leur expérience dans son ensemble. L'outil vous permet d'obtenir des analyses et les retours des clients afin d'affiner et d'améliorer votre système de support.
 
Depuis l'intégration de votre CRM avec Desk, vous êtes ainsi en mesure de gagner la confiance de vos clients, de les fidéliser et de les rendre plus satisfaits.
  • Conserver une base de données unifiée d'informations sur les clients en utilisant la synchronisation à deux voies pour les contacts, les comptes et les produits, ainsi que leurs données pour les champs personnalisés.
  • Il est possible d'afficher les informations pertinentes sur les tickets à partir de Desk dans les modules (c'est-à-dire les prospects, les contacts, les affaires, les comptes, les produits, les fournisseurs, les cas) de votre compte CRM. Vous pouvez consulter les tickets, envoyer des réponses, ajouter des commentaires et voir toutes les informations importantes dans votre CRM.
  • Vous disposez de données consolidées sur vos clients, leurs achats, leurs centres d'intérêt, ainsi que leurs questions/problèmes (tickets) en un seul endroit, ce qui vous donne un contexte pour traiter ces clients, par exemple le type de produit qu'ils ont acheté et leurs besoins.
  • Le CRM comporte les données relatives aux clients et le Desk comporte la liste des problèmes soulevés par ceux-ci. En les reliant l'un à l'autre, il est possible de savoir ce qu'il faut améliorer et où il faut le faire.À quels problèmes communs vos clients sont-ils confrontés et quels sont vos points de blocage ? Globalement, vous disposez d'une idée et d'un contexte des problèmes de vos clients ainsi que des affaires que vous avez conclues avec eux.

Quelle édition de Zoho CRM est exigée pour l'intégration à Zoho Desk ?

Toutes les éditions payantes de Zoho CRM permettent l'intégration de Zoho Desk.

Configurer l'intégration

  • Se connecter à Zoho CRM >> Paramètres >> Marketplace >> Zoho >> Zoho Desk
  • Exécutez les directives affichées afin de compléter l'intégration



Synchroniser les modules CRM à Zoho Desk

Il est possible de synchroniser les données entre votre Desk et votre compte CRM afin de maintenir une plateforme commune pour gérer les tickets support. Une fois la synchronisation activée, les informations présentes dans les modules Comptes, Contacts et Produits sont accessibles à partir de Desk et des comptes CRM.
Il existe deux façons de synchroniser les données d'un compte CRM avec Desk :
  • Synchronisation unidirectionnelle - Le transfert de données s'effectue uniquement du CRM vers Desk, c'est-à-dire que toute modification apportée aux enregistrements dans le CRM sera répercutée dans Desk.
  • Synchronisation bidirectionnelle - Le transfert de données se fera du CRM vers Desk et vice-versa.


Zoho CRM vous permet de choisir les champs pour associer les données entre le CRM et Desk afin d'éviter la création d'enregistrements en doublons. L'e-mail est le champ principal par défaut pour faire correspondre les enregistrements. En plus de cela, vous pouvez aussi choisir le champ e-mail secondaire pour faire correspondre les enregistrements entre CRM et Desk.

Bon à savoir

  • En cas d'association à l'aide de l'e-mail secondaire, l'adresse e-mail principale dans Zoho Desk sera remplacée par l'e-mail principale du CRM.
  • Lorsque la synchronisation entre Desk et les comptes CRM est activée, vous pouvez uniquement suspendre la synchronisation.

Liste associée à CRM

Zoho CRM vous permet de sélectionner des modules qui afficheront les tickets de support dans la liste associée du module.
  • Depuis la page d'intégration de Zoho Desk, défilez vers la liste associée à CRM.
  • Sélectionnez les modules nécessaires. Les modules Accounts, Contacts et Deals sont prédéfinis.


Inviter des utilisateurs à Zoho Desk depuis Zoho CRM

Il est possible d'inviter des utilisateurs à partir de votre compte CRM et de leur attribuer des rôles et des autorisations dans Desk, en fonction desquelles ils prendront des mesures sur les tickets support. Les utilisateurs déjà ajoutés dans votre compte CRM et qui font également partie d'un portail seront affichés sous "Utilisateurs mutuels".
  • À partir de la page d'intégration de Zoho Desk, cliquez sur "Inviter des utilisateurs".
  • Sélectionnez les utilisateurs depuis la liste disponible.
  • Choisissez le rôle à partir de "Rôles et Permissions".Il y a trois types de rôles en fonction de l'action que les utilisateurs peuvent effectuer sur les tickets.
    • Agent léger - ne peut que commenter un ticket.
    • Agents - peuvent répondre, commenter et transférer un ticket.
    • Admin - peut assigner le ticket à d'autres utilisateurs et répondre, commenter ou transférer un ticket.

Bon à savoir

  • Vous ne pouvez associer qu'un seul portail à Zoho CRM.
  • Si un administrateur dont les coordonnées de connexion sont utilisées n'est plus associé à l'organisation, les paramètres d'intégration doivent être reconfigurés en utilisant les nouvelles coordonnées de connexion.
  • Si vous choisissez de changer un portail, l'utilisateur sera dissocié des tickets de support des modules Leads, Contacts et Comptes de Zoho CRM. Cependant, ces utilisateurs peuvent voir les tickets dans leurs comptes Desk correspondants.

Partagez avec nous dans les commentaires ci-dessous si vous utilisez cette intégration dans votre organisation.
 
L'équipe Zoho France
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