Vymo vs. Zendesk Sell

For us in a large sales team, lead management becomes critical part and Vymo helped us in solving two main problems around assigning leads and nudging sales team to action on the leads.

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.

Incentivized

• Capturing activities of leads and keeping it one place to refer back
• Allocating leads properly based on certain factors to our sales team
• The best part is nudges for action, this is something which helps a lot and differentiates from other products

• 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.

Incentivized

• Overall I didn't found much. Maybe Nudges and actions could be improved a bit more to make sure sales team is taking actions on it.

• 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

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

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

We mainly selected Vymo because of its ability to provide nudges to action. Previously, it was managed by a leadership meeting that the sales team has missed actioning on some leads, but that used to be too late for business. Vymo not only helped us with basic capabilities around assigning and keeping track of all the actions but also recommended nudges and actions that could help convert the leads.

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.

Incentivized

• Overall it was positive for us to onboard new customers and grow our business.
• Reduce our leads to sales conversion time.
• Converting leads that was getting missed because of not taking proper action at right time.

• 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.

Incentivized