Case Study: Talkdesk improves data visibility and reporting with Nintex

Talkdesk improves data visibility and reporting with Skuid

Talkdesk, a cloud-based contact center and customer service software company, needed a better way to manage its growing pre-sales process. As the company scaled, its teams were stuck using spreadsheets, shared drives, and notes to store qualitative and quantitative customer data, making it hard to improve data visibility, collaborate, and generate useful reports. Talkdesk turned to Nintex and its Skuid product to build a custom professional services application that would live entirely in Salesforce.

With Nintex, Talkdesk created an app that brought all pre-sales information into one place in Salesforce, improved accessibility for stakeholders, and made reporting much easier. The solution saw strong adoption across the Professional Services team with very little pushback, and Talkdesk said it could now do everything in Salesforce instead of spreadsheets. Nintex helped the company speed up development, meet technical requirements, and support future plans to unify even more data across systems.

Talkdesk

Matt Turner

Global Director of Professional Services