Connect Sales and Customer Support in One Customer Journey
Integrate AssignSales CRM with AssignTeams Helpdesk to connect your sales, customer service and support teams around a unified customer record. Sales and support teams often work with the same customers but operate in separate systems.
AssignSales manages:
Leads + Contacts + Accounts + Opportunities + Deals + Sales Activities
AssignTeams manages:
Tickets + Support Requests + SLAs + Agents + Customer Conversations + Resolutions
From Lead → Customer → Support Ticket → Resolution, This integration connects these two systems so customer information and support activity can become part of a more complete customer view.
This creates a connected Sales → Customer → Support → Growth lifecycle.
Customer & Contact Synchronization
Connect customer and contact information between AssignSales and AssignTeams to reduce repetitive data entry.
Support Ticket Creation During Sales Activities
Sales representatives may encounter service requirements while managing an account. Instead of asking customers to repeat their issue or manually forwarding information, the sales team can initiate a support workflow.
View Support Tickets from AssignSales
Give sales representatives visibility into relevant support tickets associated with their customers.
Link Tickets with CRM Records
Associate AssignTeams tickets with relevant CRM records
Ticket Status Visibility
Sales teams can stay informed about important customer support cases without needing to switch completely into the helpdesk environment.
Customer Relationship Continues
Once the issue is resolved, the sales team can continue account management, renewal, upselling or other customer activities with better context.