Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.OneNote Integrations
Zendesk Sell + OneNoteCreate Note in Section to OneNote from New Task in Zendesk Sell Read More...
Zendesk Sell + OneNoteCreate Note in Section to OneNote from New Lead in Zendesk Sell Read More...
Zendesk Sell + OneNoteCreate Note in Section to OneNote from New Contact in Zendesk Sell Read More...
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Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Triggers when a new note is created in a notebook/section.
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note in a specific Notebook/Section
OneNote is an application that allows you to create and save notes and lists. Zendesk Sell is a platform that allows users to manage their customer services. This paper will discuss how these two platforms can integrate each other by providing benefits to both the companies.
The integration of the two platforms will help in better management of customer service information. OneNote has many features which will prove to be beneficial to Zendesk Sell. For example, it has a feature called ‘Tags’ (Hilts, 2017. A tag is a label that can be added to a note or list. This tag will make a note or list easy to search for later on. Tags are especially helpful when you have many notes and lists.
It has another feature named ‘Notes’ (Hilts, 2017. Notes allow you to write down your thoughts and ideas. The notes in OneNote can be linked together. This means that they can be merged with one another. Thus, it makes it easier to organize them. These tags and notes will make tracking conversations with customers more efficient and easy.
OneNote also allows users to take pictures of handwritten notes or handwritten text from the web. It can even keep the handwritten text in sync with typed text (Hilts, 2017. This feature of OneNote will make it easier for Zendesk Sell agents to pick up calls when there is a back log. They would not have to spend time writing down every detail about their interactions with customers. Instead, they can just take pictures of their notes or handwritten text and attach them to a ticket in Zendesk Sell.
Zendesk Sell also has features like ‘Lists’ (Hilts, 2017. Lists are used to group items together into sections. These sections can be ordered by different parameters such as alphabetically or numerically. Lists in Zendesk Sell can also be linked with other lists. As such, this feature will help in creating detailed information about a particular customer.
In conclusion, the integration of OneNote and Zendesk Sell will prove beneficial to both the companies invpved. It will help customers get a better service, as well as ensure that Zendesk Sell agents are able to provide effective customer service at all times.
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