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Zendesk Sell
What is Zendesk Sell?
Zendesk Sell is an easy-to-use sales CRM that delivers everything sales teams need to maximize productivity, pipeline visibility, and revenue. With built-in prospecting tools, account management, and their integration with Zendesk Support, Sell helps businesses understand and track the entire customer journey - from prospect to lifelong customer. And with a leading mobile app, sales teams can do all of this and more from anywhere.
Ease of Use
Sell is designed with a modern, conversational interface that is built around every day sales activity. This makes it easy to use and easy to manage, making Sell a great solution for sales teams looking for fast implementation and high adoption. New users will also find the system easy to navigate. The layout is straightforward and sales teams can begin using Zendesk Sell from day one.
Contact and Lead Management
Need to add a new prospect to your contacts? You`ll spend a lot less time logging data with Zendesk Sell`s lead enrichment feature. With just an email address, Zendesk can search for your prospect in its database of 44million businesses and 350 million prospect records. All the information it finds—job role, company revenue, business owner, etc.—is automatically saved to the client record.
Sales Features
In addition to advanced contact management, Zendesk Sell will help you speed up your sales process with the following features:
Smart lists: You can sort prospects and customers by any field in the client record. For example, you can narrow down prospects to a certain territory and deal value. Or, you could prioritize the deals that are in danger of rotting. If you find yourself using the same criteria repeatedly, you can save your list as a template for future searches.
Zendesk sales engagement tools : Sales engagement tools, formerly known as Reach, give sales teams the tools they need to prospect, enrich, and automate outreach so they can fill their pipeline with quality leads. Powered by Clearbit data, it gives you access to over 44 million businesses and 350 million prospect records so you can discover new leads.
Automation: Automatic activity tracking across all integrated communication channels like email, phone, and text, lead assignment, record updation, and auto-dialing are just a few of the tasks that can be automated in Zendesk Sell. New additions like sales triggers also allow you to define trigger-based actions that automatically update a deal when a specific event occurs.
Performance dashboard: The activity feed section displays all recent activity in your account. You can filter this activity by deal, leads, completed tasks, calls, appointments, and more. You can also view by user or group. Your dashboard also offers a widget view. Ten widgets are available which you can add, remove, reorganize, shrink or enlarge.
Reporting
On the Report page, you`ll find many tools for analyzing your sales performance and pipeline. You can visualize all of your essential sales data: sales funnel, total sales, pipeline stage, deal sources, and individual performance. Dozens of reports are available for things like pipeline analysis, sales performance, sales goals, and more. Sell also now provides advanced sales reporting and analytics, available in Zendesk’s broad reporting tool Explore.
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What features does Zendesk offer?
Zendesk offers the basics, like lead and contact management. You can also track deals in real-time, though you're limited to 2 pipelines max, even with the Enterprise edition.
Where Zendesk really shines is in its extensive array of communication tools, including click-to-call, call recording, a power dialer, and advanced call analytics. It also offers a strong reporting foundation, with 25+ sales reports.
Who uses Zendesk?
As the name suggests, Zendesk is built for small sales teams who want a simple CRM platform. Onboarding is quick and painless, and users can expect to benefit from Zendesk right out of the box-no training required. Sales reps can organize contacts, leads, deals, and tasks to ensure they pursue the right sales opportunity at the right time. It also allows managers to standardize sales processes and monitor team performance at a glance.
Is Zendesk expensive?
Zendesk's most affordable option is limited to three seats. To accommodate larger teams, you must move to the Professional edition for US$ 49/user/month. This may price out some small businesses. Many desirable features, such as task automation and multiple pipelines, are only available at the Enterprise level, which is US$ 99/user/month.
Also, if you also want customer support, that is a separate Zendesk subscription beginning at US$ 49/month/user. Businesses may want to consider competitors, such as Pipedrive, that offer a similar feature set without the same limitations on users, pipelines, and workflows.
What is Zendesk Support?
