Salesforce with HaloPSA software overview

Salesforce is a cloud-based software company providing customer-relationship management services. They also sell a complementary suite of enterprise application focussed on customer service, marketing automation, analytics and app development. 

With the HaloPSA integration, you can import tickets, customers, users, opportunities and any attachments associated with these into HaloPSA from Salesforce. This integration is intended to bring real-time visibility to the support and sales teams so they can gain insight into each others work and priorities. With this visibility, you can expect deeper collaboration and increased communication, meaning tickets can be resolved faster and communication with customers becomes seamless.

How the Salesforce with PSA software integration is beneficial for you

• Improve visibility and collaboration between teams by gaining real-time access to customer issues
• Solve issues faster by bridging communication gaps between teams
• Save time by automatically importing data
• Ensure complete traceability of issues, customers, users, opportunities, attachments and more
• Give your teams complete context about a customers history, issues and priorities

Example Use Case

Problem
The support team uses HaloPSA and the sales team uses Salesforce for all their customer relationship management. When new customers are added to Salesforce, the support team have no visibility to these customers issues, priorities, or support requirements.

Solution
Integrate Salesforce and HaloPSA will, on a schedule, receive all new customer accounts created in Salesforce that are eligible for support. This means the support team will gain real-time visibility into new customer accounts, therefore improving collaboration and communication between teams whilst saving time by automating the process.

To find out about our other integrations available, visit our integration page.