1CRM vs Zendesk Sell

• Easy to navigate
• Easy to store and update customer information

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• My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale.
• The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders.
• Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model.
• I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients.

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• Some random logouts but way less compared to others.
• Becomes a little cluttered as it has all products, services and order management.

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• My manager and I both tried the trial before we purchased Zendesk Sell. We had multiple and reoccurring times of signing in problems. Zendesk support was confused a handful of times as well. This got to be very old when one just wants to sign and start working
• Customer support was very helpful at other times but when we finally needed to cancel as the login just never seemed to smooth out, and some other using options had cliches, we wouldn't just cancel over the phone OR via email. SO we had to keep and pay $59 for three more months, though never using the program.
• I do not recommend them. We had several glitches that snagged the work flow and productivity. We are in process of finding a new CRM.

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• It has overall increased sales productivity.
• Has reduced lead time for customer and made the deliveries faster and more efficient.

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• Using Base has allowed us to double the number of active sales and partner engagements that we can keep track of and make progress on.
• This has led to us being able to follow up on many smaller deals that were falling through the cracks.

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