Integration: Highrise CRM

Many customers have been asking about the Highrise integration recently. In this blog I will try to explain what Highrise does and how it cooperates with LiveAgent.

Highrise is a cloud-based CRM tool created by 37signals. CRM – Customer Relationship Management, is a method for interacting with your current and future customers. The objective of CRM is to engage more customers and retain your current ones by always being prepared when you communicate with them. You can also keep track of their current problems or the problems they’ve encountered in the past.

Keeping these data in two seperate interfaces might be time-consuming. That’s why we integrated Highrise directly into your LiveAgent panel. Highrise will help you to keep track of previous deals and/or issues with your contacts and LiveAgent will allow you to provide them with a quality help desk support. With this integration working, you will be able to manage Highrise data within LiveAgent(and the other way around).

Example

Let’s say Marsellus Wallace submits a ticket. You already know Marsellus and keep track of his previous deals in Highrise. Your support agent will be able to see all these information in LiveAgent, therefore he will provide the most accurate and quick reponse. Additionaly, agents can add notes directly in LiveAgent which will also show in Highrise.

Installing Highrise CRM is easy, simply activate it in the Plugins section, get the API key and confirm.

Andrej Csizmadia

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