In this tutorial, we will demonstrate how to structure mirroring between the operational stages of customer service (SAC) and the stages of the CRM funnel, enabling a continuous flow of data and actions between support and sales.
This configuration allows for integrated management of the customer relationship, makes it easier to visualize the complete cycle of interactions, and enables strategic automations based on shared statuses.
This video is ideal for teams seeking standardization between support platforms and CRM, or who want to scale the operation based on consistent data and consolidated histories.
Watch the video below:
