crm help desk

Create A Customer-Centric Business By Connecting Awesome Support With WP ERP CRM

When you combine CRM tool with a support desk service, you uncover new ways to hack customer growth. Awesome Support is one of the most popular WordPress help provider and support service plugins. Though the help desk equips you with everything relating to customer support-related it does not, however, work like a CRM. Nor does the WP ERP CRM work like a help desk. The Awesome Support CRM Integration for WP ERP will give you that extra so you can create a CRM help desk and do contact management in more creative ways.

Previously, we brought your attention to the Help Scout CRM Integration for WP ERP and why it's important to have a conversation history. Similarly, adding to the productivity line of extensions is the Awesome Support extension for WP ERP CRM that extends your ERP's capability by leaps and bounds.

What this solution promises to give

The first step is to understand the output you are going to get from getting this solution. Using CRM in tandem with email ticketing and help desk solutions lets you simultaneously provide support and build client relationships as well as formulate customer experience strategy.

So you can discover your target market needs and produce strategies for customer growth while helping out clients and carrying out your business.

When you get to keep your help desk conversations and CRM contact data together, you create more opportunities to learn your customers better. It lets your sales representatives communicate and make recommendations to clients based on previous conversations, purchase history, and buyer profile. This also creates a consistent experience for customers who are directly interacting with your agents.

Customer agents also get to make better recommendations to existing and potential clients. It helps to understand each customer's context and align support with sales from one platform and provide faster and efficient service. In that way, customer reps can provide a more personal, contextual, and holistic support service that even other teams can leverage.

Help-desk tickets and reports are powerful in creating a good picture of a client's preferences, the kind of service/product that makes them happy, and what they are looking for in your service/product. Support ticket conversations tell us about a user's wants and dislike easily as they conversate one-on-one with our agents. This client-agent personal interaction needs to be incorporated with customer history, profile, and details, and that's what WP ERP-Awesome Support does.

The Awesome Support Sync Is Here To Connect With Your WordPress CRM

Earlier we made an announcement for the release of this integration. And here it is now fully ready for you to use.

The Awesome Support CRM Sync will let you view your customer data and support tickets altogether on WP ERP CRM so that you can simultaneously manage both your CRM and Awesome Support.

Pass Awesome Support data seamlessly to your CRM and view Awesome Support tickets from your CRM directly.

Who is this solution ideal for?

Whenever you are directly dealing with a client several times, to answer or solve product/service issues, you need something to easily juggle all the information and changes of each one of your users. That's how a help desk support service system helps you by generating tickets for each issue for every client. And the CRM contact management system provides you with customer purchase history and other profile information so you get a complete picture of every user in hand.

Thus, any business that communicates and deals directly with its customers, will need this integration. Such as:

  • eCommerce Marketplace owners
  • Travel agencies
  • Web development companies or IT firms
  • Ad agencies
  • Designers
  • Virtual agents/assistants
  • Repair shops & services

In short, any sales- & service-based businesses that have the opportunity to serve a client more than once, can use this solution.

What exactly does the extension do?

  • Display Awesome Support Ticket List on every contact's profile in your WP ERP CRM.
  • Automatically sync any previous Awesome Support tickets when an old user creates a new ticket.
  • View WP ERP CRM user profile details on your Awesome Support tickets.
  • Automatically adds new contacts to CRM from Awesome Support when a ticket is submitted.
  • Adds more client management functions on both platforms.
  • Get a better understanding of each of your users.
  • You get to serve customers better and gain happier users.

How to configure WP ERP-Awesome Support in 5 Easy Steps!

  1. Install both plugins, WP ERP, and Awesome Support, in your WordPress dashboard.
  2. Next, simply download the ZIP file for Awesome Support CRM integration from your Account page, like you would for any other WordPress plugin.
  3. Upload it to your WP Dashboard→Plugins directory. Now Activate the plugin.
  4. Next, navigate to WordPress ERP dashboard→ERP Settings→Settings→CRM→Awesome Support. Here you will find the default settings for the contacts that will be imported from Awesome Support. From here, you can change the default Customer Life Stage and Default Contact Owner as you like. Then click on Save Changes.

crm help desk

As soon as a ticket is submitted to your site and Awesome Support plugin, the contact will sync with your WP ERP CRM, along with all the details relating to that contact. This will also include any previous tickets that were generated by the contact and that you have dealt with via the Awesome Support plugin.

5. Finally, navigate to WordPress ERP dashboard→CRM→Contacts.

Here you will see that the new ticket generated by a user appears in your CRM contact list.

When you click on this contact, you will see all the details along with any previously generated issues/tickets by this user.

You can now email this contact directly, log activities, schedule meetings, and other things, add tasks, and send SMS right from your CRM dashboard, without having to resort to different mediums for each of these activities.

crm help desk

And that's it. The syncing is totally instant and automatic. View the complete configuration guide here.

You are now ready to make happy clients!

Take That Extra Step With Awesome Support CRM Sync

With this WordPress CRM Help Desk, keep your support-related tasks and CRM activities in one place, and unattached to your site.

Awesome Support is one of the most popular help desk and support solutions for WordPress. And this is WP ERP's new step to bring to its users something that empowers them beyond the usual. This simple integration adds more to your already feature-rich WP ERP CRM. The best part is that both these WordPress plugins are open source so you can modify them to your needs.

This CRM Help Desk lets view the entire client history plus help tickets from a single page. Using this data, you can create more human-like and meaningful relationships with clients that's more aware of their needs and preferences. This is powerful and paves a comfortable path for you to add a personal touch to your interactions.

Try out the ERP-Awesome Support extension and see what it's like.

Go one step beyond rehearsed and robotic conversations. Bring a new experience for both your company and clients that feels real and enjoyable.

About Rounak Ahmed

A WordPress Blogger who is a little introverted but inquisitive. A marketing enthusiast and a student of marketing. Loves colours. Strives for excellence in everything. Learning to eat healthy. Loves Gym & is a Shopaholic!

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