Customer support software maker Freshdesk now integrates with Intuit’s QuickBooks platform to bring customers’ billing and invoicing history to the forefront of each customer interaction. Support agents can now access more information about each customer from the support portal, while tracking time spent on customer tickets for billing purposes.
The integration will allow Freshdesk users to view past invoices and customer details from QuickBooks inside Freshdesk support tickets. Available details include the bill-to name, address, email ID and phone numbers. It will also allow SMBs that track time for billing, such as accounting or law firms, to total the amount of time spent on a ticket in Freshdesk and send those details back to QuickBooks for accurate billing.
“This new integration with Freshdesk will empower QuickBooks Online users with seamless access to valuable customer data so that they can deliver an exceptional customer care experience,” said Jen Pataki, Director of Marketing, Intuit Developer Group. “The QuickBooks Online platform is designed to provide small businesses with the full range of cloud-based business management tools that integrate seamlessly with our core accounting application. The addition of Freshdesk is yet another step forward in our journey of fueling small business success.”
The integration comes at a time when typical SMBs struggle to find and choose apps that are relevant to their businesses. On average SMBs use 15 to 18 apps each day and spend four hours per day doing things like accounting, generating invoices, taking payments and engaging with their customers. The automatic data sync between the Freshdesk and QuickBooks platforms will allow business users to spend less time each day searching for the background information they need to have successful interactions with customers.
“We’re continually working to help companies improve their ability to offer exceptional customer service,” said Francesco Rovetta, VP of Business Development at Freshdesk. “Partnering with QuickBooks will help small businesses offer a better customer experience while saving time with billing and invoicing. Ultimately it’s all about making our customers’ lives easier by creating a fully integrated solution.”
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Tags: Accounting, Software
