One click integration with your entire ERP stack

Salesforce

Salesforce is a cloud-based customer relationship management (CRM) software solution that lets you keep track of the leads generated, deals closed, and new customers acquired by your business. EasyCSM uses the following information from Salesforce to create the best CSM experience:

  • • Contacts - create or connect contacts
  • • Users - create or connect teammates
  • • Accounts - create or connect parent account for contacts
  • • Opportunities - use won deals to calculate metrics
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Zendesk

Zendesk offers a beautifully simple system for tracking, prioritizing, and solving customer support tickets. EasyCSM uses the following information from Zendesk to create the best CSM experience:

  • • Users - create or connect contacts and teammates
  • • Tickets - helps determine activity of customers

Intercom

Intercom is a messaging platform that helps businesses connect with consumers. EasyCSM uses the following information from Intercom to create the best CSM experience:

  • • Contacts - create or connect contacts
  • • Teammates - create or connect teammates
  • • Company - create or connect parent account for contacts
  • • Events - we aggregate usage information to give a high level overview of your customers
  • • Conversations - helps determine activity of customers