Aline vs. Falcon Software vs. Zendesk Sell

Aline is suited for scenarios where it is crucial to gather and document a large amount of key information from prospects and their influencers in order to move the sales process forward. Aline is only as effective as the user chooses to utilize the tools provided. A great CRM should be one that, if another individual needs to access and take the lead over, should be seamless and informative.

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Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. Great for institutions that have a need to tailor their database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited/private or made public for the entire team to access. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.

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• Helps me keep track of my daily, monthly and annual progress
• Keeps me organized and on task
• Shows me our business progress

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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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• Amount of calls in the team progress section
• Team productivity report fixing so as to not have to scroll through
• In the calendar option the ability to move tasks more than a month at a time, if it could scroll down so I could move it to a few months ahead

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• There was no ability to add prospects from a company domain or email to auto-fill any data.
• You had to type in all of the data you gathered about that prospect.
• The default only gave you two phone numbers for the company, too few.

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The integration with the other Zendesk products is key. Allows other people in the company, such as support, to be involved in the sales process.

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I think it is a very user-friendly platform where you can find all the information that you need within a few clicks. It is important to be able to navigate the system quickly to communicate with the prospect quickly, and Aline helps in this process.

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I received about two hours worth of training on Zendesk Sell (formerly Base CRM). I will say it's a clean look and the ability to change views is extremely helpful. I do wish there were other features that allowed the views to be more simplistic. Some views can be overwhelming to look at. Nevertheless with the minimum training, I am still able to navigate through Zendesk Sell (formerly Base CRM) successfully due to the ease of usability.

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Always available and easy connection from Zendesk Support

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Never any latency issues

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We have utilized Aline's customer support in the past when we were having difficulty curating a list for a needed report. The customer support team was very responsive and followed up to ensure that we were not having any issues following the call. The product training has been very helpful with new hire training.

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Due to the ease of the product, I have not had the chance to reach out to support yet. I’ve had no reason. The resources provided to clients are extremely helpful and detailed. So far my questions have been pretty basic and I generally just ask my colleague or teammate. They're able to assist with the answer.

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This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.

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Simple, and straight forward.

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I worked with Sales Force Assistant for a short time Thus far, Aline has not disappointed me in any way both CRMs are top notice and incredibly user friendly I could not perform my role effectively with Aline

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Simpler than most CRMs, which can be good if your sales team is not very tech savvy. We switched to HubSpot which provides a lot more value than Base did, but it isn't right for everyone. HubSpot is focused on capturing in-bound leads and has its own flaws and limitations, but overall it's a better fit for our needs.

Always on, always available.

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• When we implemented Aline the team occupancy was 76% by year end we were at 86.4%, this took 10 months.
• The platform saves me countless hours each month for datamining for board reports. The system has paid for itself several times over
• We can now compare year of year marketing campaigns to find out which campaigns to keep or no longer suit our market.

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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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info