OutboundEngine vs. Zendesk Sell

OutboundEngine does a referral campaign and I've been able to close a couple of deals based on getting in touch with people who engage with this campaign and state they could use my services in the next 6 months. This is a great follow up tool for those you may or may not know are going to be needing your services.

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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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• The content that they generate to send to our clients is relevant and the clients want to engage with us. It makes us appear more professional and consistent, even though we are a smaller company.
• It helps us stay in touch with clients and helps us stay top of mind. We are able to generate more new business leads if we are in consistent contact with current, former, and potential clients.
• Their customer service and support is outstanding. All my questions were answered and I went into the program feeling confident and knowledgeable.

• 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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• I do not like the use of drawings to attract new customers, and they have ignored my requests to eliminate that for my personal emails.
• I do not like it when a competitor in my immediate market has the same posts. It cheapens the service or makes it appear that I am simply sharing another's post.

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Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

• 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 biggest issue is poor ROI. The second biggest issue is rigid customer service process, lack of a sense of urgency, and inability to reach out to upper management with issues.

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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Overall, OutboundEngine is very user friendly. It is simple to set up and explore, and if there are any issues or questions, the customer service team and account managers are always available to help. They are very knowledgeable and were able to explain everything in detail to me. The program is easy to navigate and helps me stay organized, and an uncomplicated and straightforward solution was exactly what I was looking for

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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I haven't had to contact Outbound Engine because I haven't had any application errors or unplanned outages. I basically have had such a trouble free experience with them that I haven't had to call. Everything is automated and I get a notice to review every isse. I suppose if I personalized the newsletter a bit more and added some of my own articles, I would need to contact them, (which I should really start to do) but so far things have been so on point, I haven't felt the need.

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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. TR verified that a representative sample of customers was invited. More Info

Always available and easy connection from Zendesk Support

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Never any latency issues

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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

The customer service was excellent! Everyone I spoke to was kind and knowledgeable. My account manager was easily reachable. Setup of the OutboundEngine program was explained really thoroughly, and we knew how we could best use the product to meet the needs of our clients and get our online and social media presence off the ground.

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 selected it for the ability to have an automated system do 3 things all at once, social media posts, emails and the instant communication with the chat box. I have never seen a chat come through that lead to a helpful client touchpoint. I have never used another product but have since begun to weigh some of the less expensive options.

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Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

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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• One client identified how one article I sent that he read saved him from having to replace his entire AC system.
• One client actually thought I was sending this to him personally because I valued him
• One of the above transacted with me twice for over $3M in sales

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Independently Invited by TrustRadius

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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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Independently Invited by TrustRadius

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