Concord is a great tool for managing customer relationships. However, when an deal is created in Concord, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.
A solution to this problem is to create a ticket in Freshdesk whenever an deal is created in Concord. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Concord
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
Freshdesk is your one-stop shop for customer support, combining email, phone and social media channels into a single interface. It's easy to use, flexible to customize and delivers a great experience for your customers.