Desk Updates

Desk mention · October 15, 2015

The 20 Best Help Desk Apps and Knowledge Base Tools for Customer Support

If you have customers, you need customer support software. It's that simple. You can only juggle so many emails and social media mentions on your own before you miss an important email and leave a customer high and dry. There will always be difficult questions to answer and more
Desk update · May 31, 2013

Desk on Zapier gets an Overhaul

Today we're pleased to bring you a completely overhauled version of Desk, on Zapier! This new version implements Desk's V2 API which is considerably more robust and featureful. If you've used Desk on Zapier, the triggers and actions will look familiar: new cases and new customers. more
Desk update · March 7, 2013

Introducing the New Desk Integrations Directory

Our friends over at are getting ready to launch their brand new integrations directory. A big part of that is growing the Desk ecosystem and a big part of that is the Desk integrations through Zapier. Since they've done some awesome work improving the API we more
Matthew Guay
Written by Matthew GuayLast updated July 30, 2015

Customer support and marketing go hand-in-hand. Your marketing team will hone your branding and find ways to make your product understandable, and your support team will hold your customers hands as they use your product in their work and lives. Perhaps it's not surprising, then, that Desk is part of the Salesforce family of apps—it's a full-featured support platform that ties directly into your Salesforce CRM so your marketing and support teams can work together.

Desk started life as Assistly, an easy to use support app that combined email and social networking so you can respond to queries wherever they come from. The current version of Desk goes even further, with a universal inbox that shows emails, phone calls, social media mentions, chat replies, and discussion board posts together in one inbox. You can see each time a customer has contacted you, perhaps from multiple sources, and reply to their message anywhere right from Desk—or you can pick up the phone and help them out, then note the conversation and check it off in Desk. It includes its own live chat, or you can use its integrations with Olark and other chat services to incorporate live chat into your support workflow.

With that much data on your customers, it'd be easy to get overwhelmed. Desk helps you cut through the clutter with an easy-to-read inbox. You can select multiple messages and file them or even reply to them all together, and you can open multiple conversations and switch between them from tabs in Desk. Then, you can use macros to send pre-written replies to common questions, filters to sort through your messages, and automation to file tickets or re-open cold cases automatically. Set it up for your team's workflow, and you'll be sure to always find the tickets you need and will never let anything important go missing.

Sometimes you'll need a bit more info to help you answer a customer's question. Desk will show info about your customers on its sidebar, and if you use Salesforce it can sync your support and CRM data so you'll see both in Salesforce and Desk. Reply to a support ticket, and you'll see the interaction in that contact's file in Salesforce—and if you need to call them, their phone number from Salesforce will show up in Desk.

Or, you can rely on your own help documentation to answer questions. There's a link on each support ticket page to your help documentation, which you can search through and copy without leaving your open conversations. You'll just write documentation one time for your public help desk, and that same content can help your support team solve customers' problems right from Desk.

Desk relies on Salesforce's reporting power to help you see how your team's performing as well. You'll get stats on your support volume, how many people are using your message board, the most common problems your customers are facing, and more. Dig into those stats regularly, and Desk can help you improve your business while it's also helping you improve your support performance.

If you're looking for a great way to support your customers via email, phone, live chat, forums and social networks, Desk is a great tool to try out. It's an especially great help desk choice if you already use Salesforce, thanks to its deep integration with Salesforce CRM and reporting.

Have any feedback on this overview, or something we should change? Let us know!

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Desk is the new version of Assistly under the flagship Salesforce brand. Desk is an all-in-one customer service tool allowing you to keep track of your customers across multiple channels including email, Twitter, Facebook, phone, and chat. Desk also makes it really easy to create knowledge bases about your products and services so customers can support themselves.

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