Zendesk Sell

What differentiates Zendesk Sell from other similar products?

Product suite integration

What is your favorite aspect of this product?

Product integration

What do you dislike most about this product?

Clunky for back end set up

What recommendations would you give to someone considering this product?

It’s a great product but pricey

What differentiates Zendesk Sell from other similar products?

We use Zendesk Sell in some areas of our organization to manage prospects and leads, especially students who may be interested in attending our university. Zendesk Sell is designed to help companies like our university achieve the overall goal of customer relationship management. Zendesk Sell is highly scalable and customizable, allowing us to gain actionable customer insights through our back-end analytics engine, uncover business opportunities through predictive analytics, optimize operations, and leverage known student histories and past interactions with our university's personalized customer service.

What is your favorite aspect of this product?

This CRM has almost everything we need, but lacks some features. The Base functionality, the ability to send emails within Base, track emails, leave notes, schedule appointments, import and export are essential features that are easy to learn, use and teach to new salespeople. I have previously employed products such as Pipe Drive and HubSpot CRM, and Base has been my favorite so far.

What do you dislike most about this product?

I wish there was an easier way to add photos to your contacts. If you have any social media feeds, you can collect photos, but I found the process cumbersome. I would like the ability to tag people in quotes. When collaborating with another salesperson, it would be great to be able to tag them in a deal to get their attention or remind them of a task without using our external team communication platform. One problem with Base is that they haven't improved it much.

What recommendations would you give to someone considering this product?

Zendesk is best for organizations that need a clean, simple but powerful CRM tool. It's intuitive, extremely easy to use, offers tons of video tutorials and access to FAQs from the California team, and has all the features of other more complex and expensive CRMs. Ideal for agencies that need to tailor their database to their needs and track sales, assignments and ongoing projects in graphical form. It is affordable and has an excellent phone app for real-time access to contacts, notes, tasks and a functional on-the-go platform. Teaching new users how to navigate and use is easy.

What differentiates Zendesk Sell from other similar products?

It includes a built-in phone system so I can quickly make all calls through my computer (and automatically track them). Because it's such an intuitive system, getting the chance to click around in the CRM and test out how I would set it up made it clear right away that it would be a great option. It automatically logs a significant portion of my activities, so I can skip taking notes.

What is your favorite aspect of this product?

The customer support is outstanding. They usually respond immediately and concisely, even though I am a high-maintenance client. One of the past top CRM programs I've used and utilized is Zendesk Sell. It may also be used on mobile devices, which is beneficial occasionally. The mobile app is fantastic. The mobile app is flawless and has all the same features as the desktop version.

What do you dislike most about this product?

This couldn't meet our requirements. Our attempts to upgrade were met with resistance from customer service, and we were unable to personalize or interface with several third-party programs that are crucial to our business. We also encountered quite a few problems with the integrations we may carry out. There is no good way to report on lead sources, and there is no way to report on leads by the assignee.

What recommendations would you give to someone considering this product?

We adore the app's straightforwardness of use. It has been beneficial in keeping track of sales and the tasks involved in completing transactions. Additionally, it's been fantastic for fostering collaboration and keeping everyone informed. It has a strong capability and is interesting to use. You can utilize the tool to significant effect even with a brief period of instruction.