Likelihood to Recommend Do you plan on going public at some point? If so, this may not be the best solution for you
Read full review 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.
Read full review Pros I like the ease of use and the implementation methodology. With SAP Business ByDesign you can integrate other systems with Web Services, and data technology to get information easy and fast. SAP Business ByDesign includes an Analytics Module to create new reports in regards to your needs. Read full review 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. Read full review Cons Time off request could be better. Right now, there is no option for sick time It crashes often Customization could be better Read full review 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. Read full review Likelihood to Renew SAP BYD work centers are consistent and easy to navigate once you understand one work center. The document flow tab that is in each window allows one to see all related transactions. Document flow is important because one is able to see the flow of transactions and can therefore reverse transactions by following the document flow in reverse. It is possible to group items in each overview screen to see what items are open. The system is working as hoped.
Read full review We have moved on to a more robust option of CMS.
Read full review Usability Because SAP Business ByDesign allows us to improve our work, reduce the operational steps, implement audit controls, allows us found standard reports or it allows us to create new ones if you need more than the exists are enough for your work or your needs. Overall, SAP Business ByDesign allows us to standardize our operations, enhance our work, improve our skills, work over a web environment or mobile interface.
Read full review 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.
Read full review Support Rating The Business ByDesign support is stablished since you contract the service with SAP. SAP resolves according to the service level agreement. Currently, we continue with the service and we are using the support channels available. We are receiving the support. The SAP support gets an incident and after that, they contact us to resolve the incident, if necessary, they set the meeting to understand it or we explain the incident
Read full review 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.
Read full review Online Training 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.
Read full review Implementation Rating I recommend implementing all workshops during the ERP selection that you need to know very well about the ERP software. It allows us to gather information to accurate the plan of the project implementation. Additionally, we must reach the high-level commitment to achieve the main goals, to define the RACI matrix and communicate to all project stakeholders.
Read full review Simple, and straight forward.
Read full review Alternatives Considered ByDesign stacks up well against the competition. Companies that do multiple things are usually the best fit (manufacturing, distribution, and service). The more 'modules' used, the fewer competitors will be able to meet the company's needs. It is not inexpensive, but if the needs of the company have the complexity from either a global perspective and need localizations and foreign currency, or a volume perspective and need resources greater than what can be easily housed on-premise, ByDesign should be a top consideration.
Read full review 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.
Read full review Return on Investment Positive - Access to the real-time reporting allowing for faster decision making especially when fixed price projects are heading into an over budget position. Positive - Complex KPI can now be tracked and as a consequence intensive plans can be made to capitalise on this level of reporting. Staff also have clear visibility over their own performance. Negative - We are a bit on the small side at 30 employees for a ByD solution so it was relatively expensive for us. It would be a much better value preposition above 50 employees. Read full review 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. Matt Meinel SVP Sales, Business Development, and Solutions Architecture
Read full review ScreenShots SAP Business ByDesign Screenshots