Aline vs. Zendesk Sell

Aline is best suited as an information aggregator, and it helps maintain all the records correctly. The different tabs are useful to look at when we are trying to search for a particular prospect/ lead. The platform is not very intuitive regarding the next steps, and it would help if there was a different color for the fonts and more radio buttons to follow up on the next steps.

Incentivized

I think that for a company that creates any sales and needs to house their client information, the Base is perfect. The price of the program makes it completely worth the investment. And to be able to use customizations makes it possible for any business that does sales use Base for their orders. I would say for companies that use legal contracts or binding contracts for their business, Base may be too simple for their needs. We work in tandem with a company that always has contracts going back and forth, and the build out of the customizations here weren't really going to work for them.

Incentivized

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

Incentivized

• Integrates well with FullContact, Slack via Zapier, and Gmail and google calendar.
• Excellent mobile app for iPhone lets salespeople have data at their fingertips and enter notes at conferences, in elevators, wherever.
• Does all the basic things a salesperson needs to be productive, contacts capture, deal capture, documents, smart linking of contacts to deals, and nice reminder features.

Incentivized

• 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

Incentivized

• 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.

Incentivized

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.

Incentivized

Aline is very easy to learn and use. The product training helps to ensure new users are guided appropriately and taught more about the items that may not be as commonly known. Once lists are curated, reports are easy to run and items can be manipulated based on the specific information you are looking for.

Incentivized

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.

Incentivized

Always available and easy connection from Zendesk Support

Incentivized

Never any latency issues

Incentivized

Support has been very responsive and helpful. I have also utilized the tools and suggestions, including training videos. Especially helpful when learning how this particular CRM worked and the best way to use the database to increase sales and stay ahead of the leads.

Incentivized

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.

Incentivized

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.

Incentivized

Simple, and straight forward.

Incentivized

Using different versions of Yardi showed me that it was only as effective if a decent amount of add-ons were purchased by the company. Welcome Home was good but not as philosophy-driven because of the Sherpa influence on Aline.

Incentivized

Zendesk Sell is not as robust as other leading CRM tools I have used in the past like Salesforce. Salesforce is the market leader and is always leading the way in innovation. Salesforce objects management is better simpler and allows the user to customize different screens and have different dashboards for reporting reasons. This is definitely a good alternative to Salesforce especially if you are currently using any other Zendesk products like Zendesk support.

Incentivized

Always on, always available.

Incentivized

• 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.

Incentivized

• Increased efficiency with a central hub for all of our customer data.
• Workflows are easy to set up and beneficial for us.
• Received minimum training, therefore it's easy to navigate.
• Reduced employee costs. Employees can spend more time completing other important tasks.

Incentivized