• 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 Halo 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 Halo 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.