We spoke last month about how we’d integrated Zendesk with Tactile CRM so that you can easily see support tickets from within Tactile CRM.

Now the nice folk at Zendesk have added a widget to allow you to look up customer details in Tactile CRM when you are logged into Zendesk.

The video below shows how it all works (and how easy it is to setup!) now you can make sure you know about any outstanding support issues before making an important sales call, and see all the background information about a client before answering their support ticket.

As a special offer, if you sign up for Zendesk before the end of July and email nick [at] zendesk.com they’ll sort you out with a second month free!

Keeping all your information in one place is key to a successful CRM implementation. We’re pleased to announce that we’ve made it even easier to keep everything in place with our first version of integrating Tactile CRM and ZenDesk.

ZenDesk is an easy to use help desk system and the video below shows how to link the accounts together and view tickets within Tactile CRM.

Please let us know any comments/feedback/suggestions