Does your customer support team ever need to add a new project management task to a Wrike folder? Opening up lots of different screens during a customer support call is time consuming, and re-keying in data across systems is an error-prone process. Assuming your agents work cases or tickets inside Salesforce, Zendesk, Fresh or Zoho – shouldn’t there be an easy way for them to add a task to Wrike from within their existing CRM screens?
That’s where FlowEQ comes in. FlowEQ’s workflow automation platform embeds within your current CRM system and streamlines every step of the support process so your agents never have to open other applications and can get through their work 10x faster. Using FlowEQ you can integrate Wrike with your Salesforce or Zendesk systems to automatically add new tasks that include all of the correct information, whenever it is required in a workflow. FlowEQ helps your agents work faster and ensures your customer support procedures are followed correctly every time.
FlowEQ orchestrates data and automates steps behind the scenes while accelerating your employees through error-proof workflows. The FlowEQ Process Acceleration Platform is a no-code workflow automation software solution that helps you build interactive decision trees, ensure high-stake processes are followed every time, and measure and drive insights for constant improvement.
FlowEQ is an absolute miracle for a business like ours with complex troubleshooting workflows. I wish I had access to it in all of my previous businesses.