Mastering Business Tools Integrating your CRM and Helpdesk: Import2 Wizard vs. Zapier So you’re considering setting up an integration between your CRM and helpdesk - good for you! This is a critical integration to have, so your sales and support teams can share key
How To Guides Extracting Sales Activity History from Your CRM You have a need to get your activities and notes out of your CRM. It could be to: Migrate your legacy CRM data You need to move all your data into a new
Best Practices The WHY and HOW of CRM and Helpdesk Integration You may have noticed some of the "big players" in the SaaS tool market offering all-inclusive platforms to try to host CRM, helpdesk, marketing and more all inside of their single
How To Guides Update HubSpot Deals to Set Link to Associated Contacts As of now, HubSpot does not support the linking of Contacts to deals during an import. But if the idea of manually updating each deal to set the link seems daunting (or just
How To Guides Clean Up That Ticket Data I am just back from the first day of Support Driven Expo where Import2 have hosted an OpenRefine related workshop. Workshop goal was to show how to clean up the Help Desk export
Product Updates HubSpot’s Customer Service Hub is Here — Here’s How to Move Your Customer Support History Now! HubSpot just launched their new Service Hub, to integrate into your existing Marketing and CRM Hubs for full customer relationship management. As a long-standing partner with HubSpot, we at Import2 are ready to
Product Updates Migrating Your Customer Support History from the Soon-to-be-discontinued Desk.com Salesforce recently announced they will be discontinuing their Desk.com platform. What does this mean for you as a current Desk.com user? Time to move! via GIPHY As you select your new
Product Updates Import Notes and Activities into HubSpot with a Bit of Wizardry You are looking to use HubSpot, and want to retain the notes and activities attached to your contacts, as these interactions help manage and strengthen customer relationships. But alas, HubSpot does not currently
Best Practices When NOT to Use Data I am big advocate of using data and metrics in your daily operations. But to my surprise a very common problem you see is that people use data too much. So I have
How To Guides How to Turn 5 Years of Task Data Into Meaningful Insights Our team is doing data migration projects. Every month we resolve about 1,000 tasks and team had an intuition that by analyzing historical data we can find bottlenecks and identify processes that
Best Practices How to Measure Your Customer Support? You got to this rare moment when queue of help desk tickets is empty and you have 30 minutes free to relax. I love this feeling. This is the time when you have
