Integration with 37Signal’s Highrise CRM
Thursday, August 13th, 2009
TeamSupport does an excellent job of integrating the customer service, product management, and product development teams within an organization, but we never designed it to be a tool for the sales and marketing teams. There are a lot of great CRM systems out there that serve this market, and we didn’t feel the need to reinvent the wheel, so instead we decided to integrate with leading CRM providers.
We’re excited to announce today that we’ve released integration with 37Signal’s Highrise CRM system! Highrise is a great CRM tool for teams, and we feel it is very complimentary with TeamSupport. Highrise excels in managing contacts, people and deals, but it doesn’t have a ticket management system and is not focused towards the same departments that TeamSupport is. The combination of the two is very powerful and something we’ve grown addicted to internally!
Highrise Company & People Data -> TeamSupport
The integration workflow is very straightforward: Once you have closed a sale and want to convert a contact into a customer so you can start tracking issues with them, simply tag the company as a “Customer” in Highrise and the customer and all of their contact data will be sent over to TeamSupport. After you’ve tagged a customer, any changes in that customer’s information will be sent to TeamSupport so the databases will remain in sync.
TeamSupport Tickets -> Highrise
Also, when you create a new ticket in TeamSupport a new Note will be created in the company’s record in Highrise. This will let your sales team keep up to date on any issues their customers are having and be proactive in making sure they are being addressed. The note also contains a hyperlink to the ticket data within TeamSupport so you can drill down and see all of the information with a single click.
It’s a very simple and elegant integration which will give your team two best of breed solutions and close the gap between sales, customer service, product management, and product development.
More Information
You can learn more by going to our on-line documentation, and you can see a short video demonstration below:
For more information, please take a look at this short video which walks you through a demo:
