Overview
What is Zendesk Sell?
Zendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk…
Zendesk Sell - Good to start out
Extremely efficient to funnel client communication
Great system but had glitches in sign ins after trying "Free Trial"by three of us. Made too much of a hassle to sign in. Couldn't then cancel after several months of not using it anymore.
Zendesk ruins once-good CRM software with terrible support, scammy auto-renewal
Zendesk Sell FTW
Great CRM tool for managing prospect info and leads
Base CRM Review : thumbs Up!!
Excellent CRM for All Sales Teams
Base CRM is a great product
Best CRM for Agile Sales Teams!
Base CRM is the "Base" of the business
Base - the Best!
Fantastic!
Budget friendly Base CRM is awesome for any small salesforce!
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Interaction tracking (15)7.979%
- Custom fields (15)7.878%
- Integration with email client (e.g., Outlook or Gmail) (15)6.969%
- Workflow management (15)6.161%
Pricing
Sell Team
$19.00
Reach prospecting enrichment add-on (requires a Sell Subscription)
$27.00
Sell Professional
$49.00
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Zendesk Sell Advanced Reporting & Analytics Demo
[Comparison Demo] Salesforce vs Zendesk Sell
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.9Customer data management / contact management(14) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 6.1Workflow management(15) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 4.9Territory management(8) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 7.8Opportunity management(13) Ratings
Users can track deals and create quotes.
- 6.9Integration with email client (e.g., Outlook or Gmail)(15) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 5.4Contract management(10) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 3.9Quote & order management(7) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.9Interaction tracking(15) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.8Channel / partner relationship management(11) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 9Case management(7) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 9Call center management(8) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 9Help desk management(11) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 6Lead management(12) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.8Email marketing(9) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8Task management(13) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 1Billing and invoicing management(5) Ratings
This includes automated invoice creation and billing.
- 7Reporting(13) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.8Forecasting(12) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 7.8Pipeline visualization(14) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 9Customizable reports(14) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 7.8Custom fields(15) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 4.9Custom objects(10) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 1.1Scripting environment(6) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 3API for custom integration(8) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 9.9Single sign-on capability(12) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 9Role-based user permissions(11) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 1Social data(4) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 6.9Social engagement(5) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 9.8Marketing automation(7) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 1Compensation management(3) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8Mobile access(13) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Zendesk Sell?
Zendesk Sell Competitors
Zendesk Sell Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(72)Attribute Ratings
Reviews
(1-4 of 4)Zendesk Sell moved our sales department from a paper based model to an automated solution
- Splits deals by sales person.
- Total possible revenue in the pipeline.
- Store all email in one deal, regardless of source.
- Creation of a deal from outlook (add-in).
- Add tasks to outlook calendar.
- Summary display deals by stage.
- Customer data management / contact management
- 90%9.0
- Workflow management
- 60%6.0
- Territory management
- N/AN/A
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 70%7.0
- Contract management
- N/AN/A
- Quote & order management
- N/AN/A
- Interaction tracking
- 80%8.0
- Channel / partner relationship management
- 80%8.0
- Case management
- 90%9.0
- Call center management
- 90%9.0
- Help desk management
- 90%9.0
- Lead management
- 60%6.0
- Email marketing
- N/AN/A
- Task management
- 80%8.0
- Billing and invoicing management
- N/AN/A
- Reporting
- 70%7.0
- Forecasting
- 80%8.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 90%9.0
- Custom fields
- 80%8.0
- Custom objects
- N/AN/A
- Scripting environment
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 100%10.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- 80%8.0
- Automated leads from paper lists to data lists.
- Reduced time needed for sales meetings. All details already in Zendesk Sell. No need to discuss.
Zendesk Sell - Good to start out
We used it to manage the whole telemarketing process and move names from leads, to prospects, to demos, to contracts, and close.
- It is very inexpensive to start.
- It is relatively user friendly.
- Gives you the ability to define your own categories to move through the sales process.
- 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.
When you are working with a prospect on several contacts, I found it to work well in keeping all of those contracts straight with their various names and job titles.
- Customer data management / contact management
- 60%6.0
- Workflow management
- 50%5.0
- Territory management
- 50%5.0
- Opportunity management
- 30%3.0
- Integration with email client (e.g., Outlook or Gmail)
- 10%1.0
- Contract management
- 30%3.0
- Quote & order management
- 40%4.0
- Interaction tracking
- 40%4.0
- Channel / partner relationship management
- 10%1.0
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- N/AN/A
- Email marketing
- N/AN/A
- Task management
- N/AN/A
- Billing and invoicing management
- N/AN/A
- Reporting
- N/AN/A
- Forecasting
- 20%2.0
- Pipeline visualization
- 30%3.0
- Customizable reports
- N/AN/A
- Custom fields
- 50%5.0
- Custom objects
- N/AN/A
- Scripting environment
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- N/AN/A
- Single sign-on capability
- N/AN/A
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- N/AN/A
- Low cost of entry.
- Reasonable functionality.
- No auto data input capability.
I used SalesForce many years ago, but too long ago to comment on any current functionality.
- Clean layout
- Multiple views
- Efficiently contact customers
- Systems integration
- More creative design layout (pretty basic to look at)
- Have the option to view previous conversations when chatting with client. Currently I have to search an email to see previous conversations.
- More creative text to use (e.g., emojis)
- Customer data management / contact management
- N/AN/A
- Workflow management
- 100%10.0
- Territory management
- N/AN/A
- Opportunity management
- N/AN/A
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 80%8.0
- Quote & order management
- N/AN/A
- Interaction tracking
- 80%8.0
- Channel / partner relationship management
- 90%9.0
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- 100%10.0
- Lead management
- 70%7.0
- Email marketing
- 80%8.0
- Task management
- 70%7.0
- Billing and invoicing management
- N/AN/A
- Reporting
- 80%8.0
- Forecasting
- N/AN/A
- Pipeline visualization
- N/AN/A
- Customizable reports
- 100%10.0
- Custom fields
- 30%3.0
- Custom objects
- 50%5.0
- Scripting environment
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 80%8.0
- Social data
- N/AN/A
- Social engagement
- 70%7.0
- Marketing automation
- 100%10.0
- Compensation management
- N/AN/A
- Mobile access
- 90%9.0
- 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.
Budget friendly Base CRM is awesome for any small salesforce!
- Free edition is great to start. This is important for smaller businesses, and appreciated as such.
- Keeps customer records so everyone is always on the same page.
- Easy to navigate.
- Robust features are needed. More options for third party apps are needed as well.
- A larger user-base would be nice, so the forum can flourish.
- Integration with all calendars is needed.
- Customer data management / contact management
- 70%7.0
- Workflow management
- 60%6.0
- Territory management
- 20%2.0
- Opportunity management
- 60%6.0
- Integration with email client (e.g., Outlook or Gmail)
- 20%2.0
- Contract management
- 20%2.0
- Quote & order management
- 60%6.0
- Interaction tracking
- 70%7.0
- Channel / partner relationship management
- 50%5.0
- Case management
- 50%5.0
- Call center management
- 50%5.0
- Help desk management
- 50%5.0
- Lead management
- 80%8.0
- Email marketing
- 60%6.0
- Task management
- 60%6.0
- Billing and invoicing management
- 30%3.0
- Reporting
- 30%3.0
- Forecasting
- 30%3.0
- Pipeline visualization
- 40%4.0
- Customizable reports
- 60%6.0
- Custom fields
- 80%8.0
- Custom objects
- 70%7.0
- Scripting environment
- 40%4.0
- API for custom integration
- 40%4.0
- Single sign-on capability
- 50%5.0
- Mobile access
- 40%4.0
- Base CRM had no direct impact on ROI.
- There are not enough metrics to rate based on ROI.
- Base CRM is a great tool for salespeople.
- CRM
- Customer Relations
- Simple contact history
- There are no innovative ways to use a CRM
- This CRM is implemented as any other would be
- Used for simply history of contact
- With add-ons there are no limits
- With API integration, and form building there would be much more use.
- Price
- Product Features
- Third-party Reviews
- Implemented in-house
- There were not issues during implementation.
- Online training
- Self-taught
- Enter new leads
- Contact history
- Navigation
- Integrations with other software
- General comments on account.
- Back end support
- Accountedge
- We have moved options
- We will not implement any more