Sat. Jan 11th, 2025 5:28:43 PM

Zendesk Sell

What is Zendesk Sell?

Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It’s quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.
Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams.

Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling. Sell eliminates the friction from deal updates so reps and management are always able to access, analyze, and collaborate on relevant deal data.

 

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The system features a standalone sales automation module with options for integrated channel management and web self-service capabilities.
Sales team leaders can monitor sales process by managing regions and teams through Base. Users can establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.
Zendesk Sell enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.
What do you like best about Zendesk Sell?

What I like best while using Zendesk is the tracking of my tasks and call outcomes. It allows me to plan my day and ensures I keep on target/ motivates me to get my job done.

It’s a nice, simple, user interface for managing the most basic CRM functions. Consider it the bare bones CRM for contacts, companies, deals, and deal pipelines with limited reporting, but done well.

The CRM is user-friendly and does not require many instructions. However, much assistance is available through lessons, online chat, and email. The application is adaptable. We were able to modify settings or personal preferences to match our requirements. The ability to import names and pull information from Job portals is quite helpful. There is strong integration between support and chat, which is highly beneficial.

I love the ability to create custom fields and flow fields from a lead to a client. You can also filter reports by standard and custom fields. In line with the custom fields, custom tags. All of these options make it easier to pull data for running sales campaigns and track the results.

I love that I can count on the facilities that Zendesk grants my organization to represent data in dashboards, perform analysis, compare information and even create fantastic reports in a matter of a few minutes. I like how intuitive the platform is, it’s well designed and really easy to use. Its ability to integrate with other tools and different data sources is a highlight of Zendesk.

What do you dislike about Zendesk Sell?

What I dislike is that at times it can not fully function, there has been issues with my gmail syncing which has had a negative impact on my response time to customers.

Our Zendesk Sell instance took almost a month to deploy. They have a ton of issues as a result of this product being their red-headed stepchild (acquired, not built by them). We thought we were past the issues, but twice in the past 6 months our instance just completely shuts down and locks us out of all access. Cam’t login, and Zendesk support takes 2-3 days to respond to a message. Basically, this platform is not even usable.

It has been beneficial thus far, and we enjoy that it can be customized to meet our requirements. There is nothing I dislike about it, and we are unable to identify any issues.

I don’t like that there are some set fields you can’t delete or make invisible. We have some fields we don’t use and can’t delete. This can sometimes cause confusion for new employees entering new leads.

One of the disadvantages is its high price, it could be more affordable and they could provide better documentation to train new users.

I dislike the tickets that have been closed/solved not filtering out of my “unsolved tickets” even though its been completed.

What problems is Zendesk Sell solving and how is that benefiting you?

Zendesk is a great tool to track kpi’s and the staus of orders, it’s a place where you can leave detailed notes for colleagues and also send off important information to each client. This application enables us to create a customer profile that houses vital information.

Considering Zendesk Sell 100% breaks regularly, and Zendesk’s support team doesn’t reach out to help… they don’t help solve anything. They’ve only caused us huge headaches.

It has been beneficial thus far, and we enjoy that it can be customized to meet our requirements. There is nothing I dislike about it, and we are unable to identify any issues.

I don’t like that there are some set fields you can’t delete or make invisible. We have some fields we don’t use and can’t delete. This can sometimes cause confusion for new employees entering new leads.

Features

SALES ENABLEMENT FEATURES

  • Cataloging/Categorization
  • Knowledge Management
  • Interaction Tracking

Pros

“Its a very simple to use sale automation software which allows our sales team to easily access the sales data and easily analyze it. Sell creates wonderful sale reports.”
“In the beginning when it was BaseCRM it was a nice system to use. After it became Zendesk sell all the extra functions become more expensive and there are better systems to use.”
“Zendesk is good for companies that sell products and don’t need advanced reporting capabilities.”
“They even have a free version if you are only using the phone app.”

Cons

“No money refund when you pay for 7 years in a row prepaid and no access anymore for the period you paid for.”
“Worst CRM I have used, doesn’t work half the time and has terrible customer support.”
“I found the Base dashboard confusing. It’s dark and it’s hard to find the tools.”
“Zendesk has allowed us to keep track of who is doing what on the team, so that we can avoid double booking or stepping on toes.”
Zendesk Software Review [2022] from The Growth Marketing Pros

Pricing

Starting From: 

$19.00 /month

Pricing Model: Per User

Yes, has free trial

No free version

PRICING DETAILS (Provided by Vendor):
14-day free trial, no credit card required. Starter: $45 per seat, per month Professional: $95 per seat, per month Enterprise: $145 per seat, per month All plans are billed annually. Add-ons are also available for an additional cost.

By andrew

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