Streamline your data management process with the Desk + UGRU Financial CRM integration

Desk is a salesforce customer support software designed to help small businesses help and connect with their customers, in order to make them happy and satisfied. Desk is a Salesforce tool that empowers your ability to provide a quick and efficient support to your audience. Thanks to its out-of-the-box support tool, you can easily and successfully manage every case and make better decisions, by bringing all your data in one place and get the insights you need to grow your business.

Desk is designed as a scalable tool, in order to let you focus on what matters for your business. By sharing you knowledge on a self-service site, you’ll help customers help themselves, allowing them to find what they need without effort. Moreover, Desk help you scale your entire business as you grow, thanks to detailed overviews of your customers base. In order to take the most out of your desk account, you can integrate it with your favorite business tool, to improve email marketing, social media marketing and increase your sales volume.

Desk works on mobile, and it allows you and your team members to help customers wherever you are, respond to customer requests, and collaborate together with your team. Its simple and intuitive interface allows agents support customers without technical obstacles. Reporting and analytics tool let you get the answers you need about your supporting performance, customer satisfaction and much more, thanks to advanced and detailed business insights accessible from everywhere.

UGRU Financial CRM is a financial CRM that offers the best financial planning software for advisors. UGRU Financial CRM includes features like sales force automation for contact and account management, marketing automation, accounting, and operations.

The marketing automation function helps you build solid customer relationships and keep in touch with them automatically without manual effort. The accounting and operations functionality eliminates the double or quadruple voice with a central database. Thanks to this, it simplifies the billing, the follow-up and the evaluation of the health of your company. Sales automation for contact and account management helps manage individual customers and large accounts.

Finally, the sales automation function offers components such as contact management, forecasts, and sales pipelines. The contact management function acquires and organizes all the detailed information for each potential customer, supplier, and collaborator.