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Transferring calls between Suite/Support Talk and Sell Voice
Posted Apr 15, 2024
I would like to transfer calls received via Suite/Support Talk to a salesperson using Sell Voice to allow the call to be associated with a lead or deal. This feature is current affecting my agents by making it hard to track calls with one customer across all platforms.
Leads and customers are not receiving the highest quality customer service efficiently because agents are unable to access all sales/support data in one location.
This problem happens on a daily basis. Inbound leads contact our support line and then sales information has to be manually entered into Sell instead of having access to the sales functions. This is greatly reducing agents' ability to follow the sales process efficiently and may lead to losing sales.
Currently, we have to do an external transfer to the receiving agent's Sell Voice number.
I would like to see a seamless integration of Sell Voice and Support/Suite Talk tools. A Sell Voice number is not external, there is no reason to not be able to transfer between products!
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2 comments
Shawna James
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!
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Nick Wurm
Hillary Critelli
We raised the question of a Zendesk unified phone system (Support + Sell) in 2021, 2022, and again in 2023. We heard the same copy/paste response that Shawna provided you on this post. Long story short, it's not happening.
Also, if you transfer a call from Support to Sell or vice versa, you'll get billed for the minutes in each platform.
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