Kayako vs. Zendesk Sell

When it works, It's without a doubt a great help desk solution. It is perfect for our usage, and have rolled it out company-wide. It's great if you have multiple departments. We have it set up so most items come through a single desk that then hands out tickets to their proper department. There may be cheaper options for smaller organizations but for one that is as service-driven as ours, we really think Kayako is a great fit.

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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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• Gives a very good report on an individual level of what is being done for a customer or corporate issue.
• Easy to understand who has what, what the tickets are about, how long they have been opened and how many times the customer/employee have gone back and forth with each other.
• Nice dashboard view.

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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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• Departments need a bit of work. Even though you can have multiple departments, the only changes that can be made are globally. If you want independent queues within the departments, you have to do a lot of work that can be very confusing.
• Survey system is not up to speed. Kayako really needs to add Net Promoter Score into their system. Also, if a staff user removes their name from an incident ticket, it removes them from the survey so you really can't even get a good estimate of how well your staff is in the eyes of the customer.
• Very difficult to implement when you already have a customer base. Setting them up in organizations is difficult. Also, the sign-up for new customers is quirky. If you send an email to Kayako, it will say you are not an authorized user, however, it will store your email address. If you try to send an email a second time, it will go through. This is one of many reasons why we decided to move from Kayako to Oracle Service Cloud.

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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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• We are grandfathered in on their old Software-assurance pricing and our continued use costs us only a few hundred dollars a year (excluding hosting expenses)
• Our team's processes are now heavily ingrained in the system
• We have not been shown a more compelling option that is more cost-effective while still offering all the features we've come to expect

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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 did not come from an IT background and I picked this program up quickly

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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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They are really good, but it takes a while to get back, because of the large time difference to the Eastern US. However, they are very helpful.

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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 didn't have to use support too much, but when we did, they were able to assist us and help us make everything work.
• Mostly we used their Online KB and step by step instructions to get all of our issues resolved.

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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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Three years in we are about as happy with Kayako as we could be. We've had several employee's leave and on-boarding new hires was easier than it has ever been as things are uniform and consistent across the entire application.

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Simple, and straight forward.

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We were using Spiceworks for a few years before switching to Kayako but found that it wasn't as customizable or as user friendly for our customers. The SNMP scanning and inventory features with Spiceworks was nice but we needed more of a Help Desk that would allow us to scale our services to more companies.

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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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• Tickets were definitely responded to faster once we implemented the audible alarm that would go off when new tickets came into the queue. This was possible because of the API.
• Since the system was email based we could set our monitoring software up to generate tickets automatically via email for customers when it found something out of the ordinary.

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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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