Sync Sales & Support
CRM and support in perfect harmony
Desk.com for Salesforce® provides two-way integration between Desk.com and Salesforce, allowing sales and support teams to share a complete view of the customer.
Desk.com also integrates with Salesforce Chatter®, making it easy to involve your entire company in customer support. Desk.com for Salesforce is deployed from the AppExchange®, allowing Desk.com agents and admins to share and act on information with users of Sales Cloud-and vice versa.
Salesforce Users can...
Desk.com Users can...
Publish key Desk.com Alerts to Chatter
For companies that use Salesforce Chatter, Desk.com business rules can send Chatter notifications. Use this as a way to draw upon the real-time collective intelligence of your organization.
Shared Views of Shared Customers
A clear and actionable view of the customer
With Sales Cloud information, it's easier than ever to deliver a consistent experience to the customer. Desk.com users can see and act on important customer information from Sales Cloud when working on cases - without ever leaving Desk.com.
An organization can configure Desk.com to show where the customer is in the sales cycle, the customer's status or value to the company, or the customer's point of contact within the company-all information from Salesforce that is updated in real-time. Salesforce users can see and act on detailed customer support information from Desk.com when managing their leads and opportunities. As the support team works on cases, that information can be shown inside Sales Cloud so that the sales team has an up-to-the-minute view of all the activity on their account-including detailed information on each support case. This lets salespeople talk to their customers in confidence, knowing the status of any issues that might concern the customer.