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Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Date post: 17-Jul-2015
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Enjay Sugar Freshdesk Sugar CRM & Freshdesk Integration Worlds best Ticketing system. Meets worlds Best CRM
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Page 1: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Enjay Sugar FreshdeskSugar CRM & Freshdesk Integration

Worlds best Ticketing system. Meets worlds Best CRM

Page 2: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

http://www.slideshare.net/enjayworld/sugarcrm-freshdesk-integration

Click below for new updated presentation

Page 3: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Ticketing System.

Knowledge base interface.

Automation of tasks and Notifications/Alerts

Great tool for Support Team.

Extremely good Customer support system.

Page 4: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

A more holistic approach Customer Experience.

Marketing, Sales, Support, Projects, Team Management, Customer Information System.

Great tool for Sales / Marketing / Support Team members.

Mostly used by in house Team members.

Page 5: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Customer Facing Solution

Customer Management Solution

Page 6: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Why SugarCRM Needs Freshdesk

Need for a Great customer side portal.

Need for intuitive Customer side Knowledge Base.

Multilingual portal support

Gamification of Helpdesk.

Page 7: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Why Freshdesk Needs SugarCRM

Need for a Complete Sales/Marketing Mgmt.

Integrated view for sales/support.

There can’t be Support without Sales.

Page 8: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Enjay SugarFresh

• Ticket Created on Freshdesk Portal - becomes Support Case in SugarCRM.

• A Registered User on Freshdesk Portal - becomes contact in SugarCRM.

• Support Team can reply from Freshdesk Admin Console or SugarCRM.

• Even Files can also be attached.

Page 9: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Lets Demo . . .

Page 10: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

User Registration on Freshdesk

Page 11: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

User receives activation email from Freshdesk

Page 12: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

User creates Ticket on Freshdesk Portal

Page 13: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Ticket appears as Case in SugarCRM

Page 14: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Detail View of Case in SugarCRM

Page 15: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Freshdesk User created as CONTACT in SugarCRM

Page 16: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Case is linked to Contact in SugarCRM

Page 17: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Support team replying from SugarCRM

Page 18: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

User can see reply in Freshdesk Portal

Page 19: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Support Team reply from Freshdesk Admin Console

Page 20: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Customer updates profile in Freshdesk

Page 21: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Contact Details updated in CRM

Page 22: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Few more things. . .

• All Freshdesk Automation will work independently.

• When Case is re-assigned in Freshdesk, it will automatically be re-assigned to respective user in CRM.

• Contact Details and Case Status is synced between SugarCRM and FreshDesk.

Page 23: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

Enjay SugarFreshSugarCRM & Fresh Desk Integration

Worlds best Ticketing system. Meets worlds Best CRM

Page 24: Best Sugarcrm & Freshdesk integration - Enjay SugarFresh

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