CRM and Deals is a helper for your sales and business on the whole, and it works excellent in synergy with Zendesk. However, sometimes you may feel like you need to go back and forth through Zendesk and your app, so the workflow is seamy. By the way, Zendesk could limit your app's work and make it unflexible for your case. That's why we made some updates to CRM and Deals.
Great news! We've made CRM and Deals more compliant and multipurpose. Also, it is less manual and more automated from now on.
The new option will be helpful if you work on deals with other agents within our app. You can enable PUSH notifications to see who did any actions with your deals. To be more precise, if you are a deal owner and another agent applies some changes to it, you will receive a notification, as shown in the screenshot below.
To enable it, go to the Settings tab > General > toggle on ‘Enable PUSH notifications’ > click ‘Allow’ to make it workable in your browser.
Pipeline Configurations - Custom Fields
CRM and Deals offers the option of creating custom fields in Pipelines. However, this update enables the opportunity to assign custom fields to separate pipelines. Therefore, each pipeline can have its particular custom fields. Created fields you didn't add to any pipeline won't be displayed on Deals.
So, to get started, go to the Settings page > CRM > Deal custom fields. Then, click on the Manage Pipeline’s fields dropdown to select a necessary pipeline. Next, click the Add button next to the custom field you want to connect with this pipeline. If there are no fields on the Deal custom fields tab, just add a new one by clicking the Add new field+ button.
Then, these custom fields will be displayed on the Add Deal modal window and inside the existing Deals.
Deal Stages Appearance Improved
The GrowthDot team takes care not only of the app functionality but also of its appearance. Therefore, we add the option of coloring deal stages. For agents, it means easier to orientate among many stages in pipelines. You can apply colors while creating a Pipeline or editing it. For this, open the Deals page, click on the Edit icon near the necessary pipeline, or on the Create new pipeline (depending on your purpose).
Next, click the Stage color button on a deal stage and choose the color you like. There are Predefined colors available as well as custom ones. So, you can use presets or add another color by clicking on the field under the Custom color selector. Don’t forget to Save changes.
Along with it, stages in the separate deal also have those colors that you set on the Edit page. In addition, the checkmark on the particular stage indicates the current one. Moreover, the days counter under it shows how long the deal has been in this phase.
Set Specific Rights for Different Roles or Particular Users
It’s not convenient when you are working on deals, creating and managing Pipelines while other agents have access to them and can make unpredictable changes. However, suppose you strive to organize processes in the app and avoid such situations. In that case, you can set different levels of accessibility for all or particular roles and users.
To get started, go to the Settings page and select the Access Control tab. You will see all available roles there, so, select the necessary right or restrict their activity. Surely, it depends on your purpose.
Besides, you also can select particular users and give them related permissions. To do it, choose a user from the Select user dropdown list at the very bottom of a page and click Manage user access.
Add automation to manage your deals with less human efforts
Automation setting up is the first and most fundamental upgrade of CRM and Deals for Zendesk. It excludes moving the deal to lost over pipeline manually if it gets stuck on one stage for an endless time. That helps you avoid forgetting about that deals and move them to lost automatically every day, week, month, or year without wasting your time. As a result, you'll get a clean and organized pipeline.
To schedule the automation, open your existing pipeline and select the Edit option, as shown below.
Then, you will be taken to the Update pipeline page. Click on Create an automation button and enter the name, start date, frequency, and the regularity of periods in the Repeat every field.
For example, if the selected Frequency is Weekly, Weekdays -Monday, and Repeat every - 3, the process runs only every third Monday mentioned. If you need the automation to run every week on the same day - select 1.
Next, select the End. It can be a date or the quantity of wholly performed actions.
Also, set the stage and days of inactivity, which indicates the amount of time the deal needs to be held on the particular point to be moved to lost. Finally, select Lost reason which matches the particular stage.
Add attachments to deals
As you may know, deals are connected with tickets for your convenience, so now there is an opportunity to add attachments to the ticket directly from the deal. It provides a more advanced combination of customer support with sales as you can use the full functionality of ticket formatting in every deal. Just look at the screenshot below to understand how it works.
Note: It is necessary to add a public comment to the ticket. Otherwise, the ticket will not be updated.
Ability to solve tickets without closed deals
Previously you could face with situation when you needed to close a ticket, but it is impossible as the deal is still open. That could cause some inconvenience during your work. This issue is in the past, and you can move the ticket to any status regardless of the deal's stage. You can turn on this option in General settings on the Settings page.
We hope these updates of CRM and Deals for Zendesk will help you to simplify your daily work.
Also, try our other apps
GrowthDot offers another four apps for Zendesk, which can be integrated with each other.
- Proactive Campaigns - send mass email campaigns, internal notes, and follow-ups;
- Email Tracking - tracks email delivery;
- GDPR Compliance - helps to anonymize, delete and retrieve users' data;
- Video Reply - a video recorder for creating tutorials.
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