The customer service team is tasked with taking good care of customers and helping them when they need assistance. When there is problem, they manage communication with the customer, while operations teams fix the problem behind the scenes. In order for both teams to be effective at what they do, actionable information has to flow between them regularly. When that doesn't happen, it can create a communication gap between what a customer wants and what internal teams actually understand.
If you use Trello for task management, and Zoho Desk for customer support, integrating the two eliminates this gap. It brings crucial customer context into project management, and improves collaboration between teams. With this integration, operational teams know exactly what problem they're solving for a customer and why.
Multiple teams within your organization can work on tickets simultaneously, and get ample feedback from peers and customers. This end-to-end loop makes support agents more productive and they're able to set realistic expectations for your customers. Everyone's on the same page, without getting in each other's way.
Here are some things you can do with this integration:
- Attach tickets and views to Trello cards, so you can see relevant summaries at a glance.
- Create custom views to keep an eye on several tickets at once.
- Track and organize tickets according to tasks within the team, across departments.
Configure the Zoho Desk Power Up within your Trello account. Attach tickets and ticket views to your Trello cards. View your tickets right inside your Trello cards.
As always, happy ticketing!
Team Zoho Desk