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
Best Practices Your Definitive Checklist to Setting up a Perfect & Predictable CRM-to-Helpdesk Integration If you’re new to setting up a CRM and helpdesk integration, we’re here to help you make sure you have all your “boxes checked”. Check your access to data. Ensure you
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
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
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
Best Practices 5 Reasons Why Dashboards Don’t Work We love data at our team, very much. We try to use whenever and wherever it is possible. But one of the controversial topics we always discuss internally is how much we dislike
Best Practices Metrics: The right data visualization tool Let’s dream a little together. If you were to come up with the ideal way to view your business data, what would that look like? Why would you choose one visualization over
Best Practices It’s Here: Your Survival Guide for Conquering Your Next Data Migration What to Know Before you Embark on a Data Migration from Import2
Best Practices Your Need-to-Know Guide for a HubSpot CRM Migration Hubspot Data Migration Tips & Tricks from Import2
Best Practices Considering a move to Zendesk? Read This Before You Pull the Trigger Zendesk Data Migration Tips and Tricks from Import2
Best Practices Some Deals are Losers, Do you Know Why? There have been a lot of great posts recently about losing Deals (check out Pipedrive’s great post about that or Mark Suster’s gem here). What piques my interest is how we
Best Practices Back It Up…Perform local data backups for the health of your business and your sanity! I recall vividly, I was still in my first year in an entry-level fundraising position with a local non-profit. I was responsible for entering gifts into our donor database, and — as will happen
Best Practices First Marketing Metric To Track At Import2 we’re lucky enough to have organic traffic generating more leads than we could handle for quite a long time. But eventually efficiency of the product allowed us to serve more
