Integrate MindTouch product documents and user behavior data into your CRM and ticketing systems, including Salesforce, SAP, and Zendesk.
This category includes guides on configuring MIndTouch Touchpoints for CRM and ticketing systems.
- Touchpoint for CRMs
- The MIndTouch Touchpoint for CRM is a generic connector that can be configured to surface MindTouch content and data into any CRM system.
- Touchpoint for Salesforce
- MindTouch Touchpoints will surface your product content and user data inside of Salesforce Cloud for Service, Cloud for Sales, and Community Cloud.
- Touchpoints for Salesforce Installation Guide
- Touchpoints for Salesforce User Guide
- Set up Touchpoints in Salesforce
- Install Touchpoints in Salesforce Community Cloud (Lightning)
- Install Touchpoints in Salesforce Community Cloud (Non-Lightning)
- Install Touchpoints in Salesforce Sales Cloud
- Install Touchpoints in Salesforce Service Cloud
- Integrate search with your Salesforce case submission
- Publish an article from Salesforce to MindTouch
- Set up a feedback knowledge queue for Salesforce
- Create KCS reports in Salesforce
- Create a Salesforce "Submit a Ticket" form
- How Success Agents leverage the Salesforce Touchpoints integration
- Touchpoint for Zendesk
- Integrate MindTouch product documents with Zendesk for a powerful customer engagement and ticket-deflection solution.
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