Automating processes between customer service and IT to create transparency between the teams that drive customer service priorities and sales opportunities
Deliver Better Customer Service with Better Connected IT
Automating processes between customer service and IT creates transparency between the teams that drive customer priorities and sales opportunities. Additionally, sales teams will also gain insight on current customer service metrics, resulting in meaningful, mindful sales conversations.
Perspectium ServiceInsight is a preconfigured service integration that bonds ITSM applications with Salesforce for insightful customer service and sales use cases. ServiceInsight promotes customer status from IT support team directly into the CRM so that the customer service team has full transparency. As a result, your sales team will have up-to-the-minute support status right before communicating with the customer. Additionally, the IT team is synchronized with customer information as they happen so that support or on-boarding can occur immediately. As a bonus, sales opportunities can be automatically created based on situations in IT support.
- When incident is created in ServiceNow, create case in Salesforce and bi-directionally
synchronize from that point onwards
- When account is created in Salesforce, create account/company/customer in ServiceNow
and bi-directionally synchronize from that point onwards
- When a specific service request is created for a customer in ServiceNow, create an
opportunity in Salesforce
Virteva Integrating Salesforce and ServiceNow
Listen to Matt Miller explain how, using Perspectium, Virteva enjoys the simplicity of an integration between Salesforce and ServiceNow.
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