Zendesk Sell moved our sales department from a paper based model to an automated solution
Tracks all of our sales leads. Multiple prospects can be related to their company and deals can be organized by a salesperson. The notes …
Starting at $19 per seat/month billed annually
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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…
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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
Cloud
per seat/month billed annually
Reach prospecting enrichment add-on (requires a Sell Subscription)
$27.00
Cloud
Per User Per Month (billed annually)
Sell Professional
$49.00
Cloud
per seat/month billed annually
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.zendesk.com/pricing/sales
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Zendesk Sell Advanced Reporting & Analytics Demo
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[Comparison Demo] Salesforce vs Zendesk Sell
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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
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 Sell can be extended with Reach, a lead generation and engagement tool that automates the process of finding and keeping leads interested, so reps can focus more on building relationships and crushing their quotas.
Base CRM was founded in 2009, and acquired by Zendesk in 2018.
Reviewers rate Single sign-on capability highest, with a score of 9.9.
The most common users of Zendesk Sell are from Small Businesses (1-50 employees).
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Reviews and Ratings
(72)Attribute Ratings
Reviews
(1-10 of 10)Companies can't remove reviews or game the system. Here's why
April 26, 2022
Zendesk Sell moved our sales department from a paper based model to an automated solution
Tracks all of our sales leads. Multiple prospects can be related to their company and deals can be organized by a salesperson. The notes feature provides an area to store information not found in emails. Salespeople don't need to call each other to get details of a deal. Everything is in Zendesk Sell for easy access.
- 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.
It’s being used by my department mainly for our customer experience, customer success, and sales team. We needed a hub to funnel all of our customers through. Zendesk Sell (formerly Base CRM) has worked perfectly for that. We also needed a platform that integrated with a lot of our other systems (e.g., Microsoft Dynamics, Twitter, Facebook, etc.). It's so efficient that these systems are now integrated. It saves our team time now that everything is centrally located and we're not having 5+ browser tabs open at any given time.
- 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)
Score 1 out of 10
Vetted Review
Verified User
Base was a great starter CRM, pretty easy to use, good interface and low up-front costs made it an attractive product.
- Easy to use.
- Inexpensive.
- Good interface.
- Terrible support.
- Scammy renewal.
- Zendesk ruined good software.
March 02, 2020
Zendesk Sell FTW
We're currently using Zendesk Sell to track inbound and outbound sales across our organization. Our business development, support, and management teams all use Sell to track and manage "deals" that are being worked as well as report on historical progress. Zendesk Sell has given us one unified place to manage multiple sales pipelines.
- Management of inbound leads.
- Integrations.
- Reminders.
- Reporting.
- Email automation.
- Marketing integrations.
March 08, 2019
Great CRM tool for managing prospect info and leads
We use Zendesk Sell in some areas of our organization to manage leads and prospects, especially students who may be interested in attending our university. Zendesk Sell was designed to help businesses like our university to meet the overall goals of customer relationship management. Zendesk Sell is highly scalable and customizable, allowing us to gain actionable customer insights with a back-end analytical engine, view business opportunities with predictive analytics, streamline operations and personalize customer service based on the student's known history and prior interactions with our university.
- We can easily keep our sales team focused on the highest value leads and deals across automated account rules informed by full-funnel analytics. I like that platform and everything that comes with it.
- This CRM has most of everything we need, with the exception of a few features. Emailing within Base, tracking emails, leaving notes, setting appointments, importing and exporting are all key features that are easy to learn, use, and teach to new sales staff. I have used products in the past including pipe drive and hub spot CRM, and Base has so far been my favorite. We really like the new look and feel that they recently rolled out, and it has made sales management even easier than it was before. Very happy with most all the features.
- Base has made it easy for our enrollment team to streamline communication with our target audience and to effectively organize them in stages, saving us a lot of time with our students. The ease of calling, texting, emailing, and updating notes from one "contact page" has truly revolutionized our process so that if used effectively, we can map out where each client is at each step of the process. Managers now have had an easy time viewing my team's progress and tracking our deliverables.
- With this platform, we can use all tools which will help the university control prospects and leads. We have everything we need to succeed. I contact across smart tools for emailing, calling and much more. It is very intuitive and with little training, our new staff members can pick it up easily.
- A problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension!
- There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas.
- I wish there was the ability to tag people in deals. When working collaboratively with another member of the sales staff, it would be nice to have the ability to tag them inside the deal to draw their attention to something or remind them of a task without having to utilize our external team communication platform.
- I wish there was an easier way to add photos to your contacts. It can pick a photo up if you have some social media information, but I have found the process cumbersome.
December 20, 2018
Base CRM Review : thumbs Up!!
We use Base as our primary CRM to coordinate global sales tasks and deal and manage our overall pipeline. Weekly I meet with our CEO and COO and the heads of sales for the regions to review the pipeline directly from Base (now Zendesk Sell). The primary use is to keep track of over 100 opportunities around the world and be the source of truth for contact information and critical customer communications around these deals.
- Integrates well with FullContact, Slack via Zapier, and Gmail and google calendar.
- Excellent mobile app for iPhone lets salespeople have data at their fingertips and enter notes at conferences, in elevators, wherever.
- Does all the basic things a salesperson needs to be productive, contacts capture, deal capture, documents, smart linking of contacts to deals, and nice reminder features.
- Email updates are a little delayed (seems like 10 mins or so). Therefore, I still use my email client about 50% of the time instead of being 100% in Base all the time.
- Some of the reports that might be useful to be are not available on the professional level. If I could pay to have them just for me, I would, but me getting the Activity reports requires me upgrading all users to Enterprise which seems like exorbitant pricing for a couple of reports.
November 20, 2017
Excellent CRM for All Sales Teams
Base CRM is used across all our departments for sales forecasting and pipeline management. The platform has a wonderful and simple UI/UX that allows for ease of use across all touch points for all team members and allows effective management of all opportunities across the business from both existing and new clients.
- Great UX /UI
- Effective Contact & Pipeline Management
- Good for forecasting
- Excellent Reporting Capabilities
- Tags don't always save on the opportunity/lead
- No way to make fields mandatory without partner support
- Mobile app should have default to set to calls over VoIP
October 30, 2017
Base - the Best!
This is being used for our Department, the Merchandising Division. We house all of our Contacts, Leads, and Orders through this system. It also helps keep us on task by way of having Tasks that we keep up with daily.
Between our team, we are able to create Tasks for one another when we take calls for each other, and can house Notes according to future orders that will be coming. Without this, we would be lost in the weeds of our emails, endlessly searching for the right email chain, as opposed to organizing the content within the Order itself, the Client connected with the Order, and the Tasks related to it.
It is great to get to go back and review previous orders so we also can create consistency for Reorders or subsequent orders for recurring clients.
Between our team, we are able to create Tasks for one another when we take calls for each other, and can house Notes according to future orders that will be coming. Without this, we would be lost in the weeds of our emails, endlessly searching for the right email chain, as opposed to organizing the content within the Order itself, the Client connected with the Order, and the Tasks related to it.
It is great to get to go back and review previous orders so we also can create consistency for Reorders or subsequent orders for recurring clients.
- 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.
- I mentioned the email integration, but this can be 10 minutes or more behind real time, which discourages our team from actually using it all the time. If it was quicker in the download of our emails, we would not feel behind or miss any deadlines.
- I'd love to see other programs like FreshBooks or other payment platforms able to be integrated well, so that we can truly do everything out of Base. Maybe even the ability to create invoices, and receive payments, through Base as well. That would be great!
- It would be great for the Mobile App to be more user-friendly. It is good, but doesn't WOW our team, so we don't use it very much, which keeps us more locked down to our laptops.
September 18, 2017
Fantastic!
Base CRM is used by our sales department during our entire lead nurturing process. The problem that it currently solves for me and my team, is ensuring that no leads are dropped and that I can understand what is happening with a lead just by looking at the lead profile within Base. It keeps us organized and ensures a positive experience for our leads.
- Pipeline Management
- Reporting
- Task Management
- Display of lead information
- Ability to format text when taking notes
- Flexibility of adjusting stages within the pipeline
February 24, 2016
Budget friendly Base CRM is awesome for any small salesforce!
Base CRM is not being used anymore because we decided to go with a more robust option. Base CRM is a great option to use when an inexpensive resolution is needed. When we used it, it was used across the organization as a whole. It was an entire CRM option to track customers, along with our accounting software.
- 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.