Generate more leads with the ZenDesk + Redtail integration

Zendesk is a customer support service for businesses and companies that allows you to offer a first-class customer support to your clients and prospect. Zendesk’s software is designed to optimize your customer relationship by empowering the collaboration within team members. Zendesk helps your company be more flexible and increases the trust of your customers.

Thanks to Zendesk, you can also collect a huge quantity of data that allows you to turn a short chat with a prospective client into a long-lasting relationship. Zendesk allows you to offer a customer service that stands out of the crowd, because its software is designed to help your team members be more efficient and fast.

Moreover, ZenDesk provides you insights and data about the most relevant metrics of your business, like the level of engagement with your customers and much more. ZenDesk is a helpful software for growing your business at scale. In fact, you can connect the platform with your favorite business tools and partners and take the most of of your customers support efforts.

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.