01
A ticket opens with the client's deals already visible
Before a client writes to support, the agent does not know who it is, answers as to a stranger, and only later learns from sales that this is a key account in the middle of a renewal.
After the ticket is matched to the client card by email, and the agent sees the client's manager, open deals and last order right in the ticket — and answers accordingly.
02
A solved ticket lands in the client's history
Before the manager calls the client to offer an upgrade without knowing the client spent last week arguing with support.
After every solved ticket is written to the client's history in the CRM with the subject, the outcome and a link, so the manager reads the last three tickets before picking up the phone.
03
A complaint is shown to the client's manager at once
Before the agent tags the ticket as a complaint, and sales finds out a week later when the client refuses to renew.
After the moment the tag is set, the client's manager gets a task in the CRM with a link to the ticket and calls the client the same day.
04
A won deal opens a welcome ticket
Before after the sale the manager writes to support in chat 'please onboard this client', and the request gets lost among other messages.
After the moment the deal is marked won, a ticket appears in Zendesk in the onboarding queue with the client's details and what was agreed; support starts without asking anyone.