This solution will cover the main business questions we’re expecting to find in B2B Help Desk activity. We’d like to analyze our backlog of tickets and measure our agent’s efficiency against our benchmarks/goals. Moreover, we’ll be able to advise product development teams on weak areas within our product by analyzing the nature of our customer’s tickets.

<h2>Agile CRM Management With Sisense BI and SalesForce</h2>


<p>Connecting your SalesForce CRM with Sisense can help you better understand your company’s strengths, areas for improvement, and deliver the actionable <a href="/product/impact/">BI insights</a> you need to enhance your operations. Better understand your company’s historical data, including <a href="https://www.sisense.com/dashboard-examples/sales/">sales</a>, conversions, and customer success from <a href="https://www.sisense.com/dashboard-examples/">one unified dashboard</a>. Combine CRM data with other streams from your business to enhance your insights. Keep closer watch on vital <a href="https://www.sisense.com/kpi-library/">KPIs</a> with <a href="/product/impact/pulse/">Sisense Pulse</a> and Alerts, and deploy dynamic data lookup with ElastiCube Manager.</p>


<h2>The Benefits of Sisense and SalesForce</h2>


<p>Using Sisense to analyze, visualize, and access SalesForce data gives you several key benefits, including:</p>


<ul class="sisense">
	<li><b>Combine sales data with broader analytics:</b> Create a more comprehensive view of your business by combining CRM data with other streams to gain more actionable insights regarding your sales and acquisitions funnels.</li>
	<li><b>Easy-to-track KPIs in real-time:</b> Create custom dashboards and real-time alerts for a variety of KPIs. Track metrics as they enter your data stream and set personalized alerts when thresholds are reached, or quotas met. With Sisense Pulse, you can add KPI widgets to any dashboard to compare results as they unfold.</li>
	<li><b>Make your acquisition funnel data granular:</b> Gain deeper insights into how your acquisition funnels are converting visits with a more granular view. See critical data such as deal duration, conversion rates, and visualize how individual team members are performing against aggregate data.</li>
	<li><b>Manage more queries and multiple access easily with ElastiCubes:</b> By using super-fast data stores that can tolerate high levels of queries simultaneously, companies can take full advantage of their BI tools with multiple parallel applications and inquiries. Create more agile data structures for sales and conversions.</li>
</ul>


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<h2>Getting Started</h2>


<p>To start using the Sisense-Salesforce connector, simply follow the instructions <a href="https://documentation.sisense.com/docs/connecting-to-salesforce" target="_blank" rel="noreferrer noopener">here</a>.</p>
</div>
</div>
</div>
</section>

Salesforce

<h2>Maximize Your Sales Data With Sisense BI and Hubspot</h2>


<p>A Hubspot connector for Sisense provides you with an effective way to track and manage your content and marketing efforts. Visualize the impact of your campaigns and strategies while forming a better understanding of the best keywords for content optimization. Sisense allows you to break down inbound marketing data from verticals, campaigns, and channels, and even mash them up to produce new and unexpected insights. Connecting your Sisense <a href="https://www.sisense.com/bi-tools/">BI tools</a> to Hubspot analytics and dashboards give you a better way to comprehend your inbound marketing pipeline.</p>


<h2>The Benefits of Sisense and Hubspot</h2>


<p>By connecting your Hubspot reporting tools with Sisense’s ElastiCubes, you can unlock several key advantages: </p>


<ul class="sisense">
	<li><b>Understand your inbound marketing’s strengths better: </b> Because inbound marketing affects several areas, Sisense lets you view your reports in the context of your broader sales strategy. See the <a href="https://www.sisense.com/glossary/real-time-analytics/">real-time impact</a> of new initiatives, existing campaigns, and tweaks to your ongoing efforts.</li>
	<li><b>Explore your KPIs in real-time: </b> Instead of waiting for reports, integrating Hubspot into your existing dashboards helps you precisely track your KPIs. See how your teams and campaigns are performing in real-time to make the best, most well-informed decisions.</li>
	<li><b>Better visualize your inbound data: </b> Convert your existing data into dynamic visualizations that let you manipulate and interact with it in new ways. This helps you derive new <a href="/product/impact/">BI insights</a> and uncover different ways to improve your metrics.</li>
	<li><b>Easily share data with your team: </b> By incorporating Hubspot data in your dashboards, you can spread the data more easily to those that need it most. <a href="/blog/4-design-principles-creating-better-dashboards/">Build dashboards</a> using relevant information for all stakeholders</li>
</ul>


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<h2>Connecting to Hubspot</h2>


<p>Start connecting Hubspot to your Sisense dashboards by exploring <a href="https://documentation.sisense.com/latest/managing-data/connectors/hubspot.htm">this documentation</a>.</p>
</div>
</div>
</div>
</section>

Hubspot

Microsoft Dynamics CRM

<h2>Design Better Customer Service With Sisense and Zendesk</h2>


<p>When you connect your Sisense BI platform with Zendesk customer support tools, you can provide a more complete view of your clients and offer <a href="https://www.sisense.com/solutions/customer-service/">better service based on data and results</a>. Improve tracking for your support requests and tickets, as well as how issues were ultimately resolved. Integrate your support data with sales and marketing sets to understand which areas of your business need improvement and which are running smoothly. Most importantly, see how your customers fit in with your strategies and plans.</p>


<h2>The Benefits of Sisense and Zendesk</h2>


<p>You can take advantage of several key benefits when you connect your Sisense BI tools with Zendesk, including:  </p>


<ul>
	<li><strong>Create dashboards that add value to your support desk: </strong>Combining Sisense with Zendesk <a href="https://www.sisense.com/reporting/">reporting tools</a> lets you add more value to your support infrastructure by building dashboards that show more relevant information. Include data about customer histories, preferences, and similar incidents to give your support staff better tools.</li>
	<li><strong>See how your actions affect your customer satisfaction in real time: </strong>When you integrate Zendesk analytics with your BI tools, you gain an end-to-end view of your customers’ journeys. Discover the areas where there is most room for improvement and points in the lifecycle where consumers experience the most issues to resolve them more effectively.</li>
	<li><strong>Visualize your support processes to improve efficiency: </strong>Use dynamic visualizations to clearly comprehend your support process. This helps you find problem areas and chokepoints that can be resolved to cultivate a smoother and more successful customer experience.</li>
	<li><strong>Track your support KPIs more effectively:</strong> Keep a closer eye on your customer support KPIs and metrics to help your key stakeholders improve decision-making with actionable insights.</li>
</ul>


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<h2>Connecting with ZenDesk</h2>


<p>To begin your Sisense and Zendesk dashboard integration, <a href="https://www.sisense.com/company/technology-partner/?data-connector=Zendesk">click here</a>.</p>
</div>
</div>
</div>
</section>

Zendesk

JIRA

Help Desk <span class="white">Tickets Dashboard</span>

 How Can We Monitor <br>Help Desk Activity for <br>Backlog & Agent Efficiency?

<h3 class="font-bold">
Help Desk Tickets Dashboard
</h3>
<p>
This example will allow you to analyze your backlog of tickets and measure your agent’s efficiency against your benchmarks/goals.
</p>

<h3>Goals</h3>
<p>Improve our customer satisfaction rates.</p>
<h3>Objectives</h3>
<ul class="sisense">
<li>Improve our response time to customers tickets</li>
<li>Improve the time it takes to resolve a ticket</li>
</ul>
<h3>KPI Architecture</h3>
<table class="table table-striped">
<tbody>
<tr>
<th>Objectives</th>
<th>KPIs</th>
<th>Measures</th>
<th>Data Source</th>
</tr>
<tr>
<td>Improve our response time to customer tickets</td>
<td>First Response Time (Hours)</td>
<td>Number of new tickets</td>
<td><a href="https://www.sisense.com/data-connectors/zendesk/">Zendesk</a></td>
</tr>
<tr>
<td></td>
<td></td>
<td>Tickets Backlog</td>
<td>Zendesk</td>
</tr>
<tr>
<td>Improve the time it takes to resolve a ticket</td>
<td>Time to Resolution (Days)</td>
<td>Tickets split by their nature</td>
<td>Zendesk</td>
</tr>
<tr>
<td></td>
<td></td>
<td>Tickets split by their Nature</td>
<td>Zendesk</td>
</tr>
</tbody>
</table>
<h3>Data Modeling (Elasticube Design)</h3>
<p><img decoding="async" class="alignnone img-polaroid" src="https://cdn.sisense.com/wp-content/uploads/industry-templates-help-desk-data-model.png" alt="Suggested data model for help desk analysis" /></p>


<p>This solution will cover the main business questions we’re expecting to find in B2B Help Desk activity. We’d like to have a help desk dashboard that lets us analyze our backlog of tickets and measure our agent’s efficiency against our benchmarks/goals. Moreover, we’ll be able to advise product development teams on weak areas within our product by analyzing the nature of our customer’s tickets and service desk efforts.</p>


Help Desk Tickets Dashboard

High Level Design

Overview

Explore Dashboard