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Zendesk Sell

Zendesk Sell
Formerly Base CRM

Starting at $19 per seat/month billed annually
View Pricing

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…

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Recent Reviews

Zendesk Sell FTW

10 out of 10
March 02, 2020
Incentivized
We're currently using Zendesk Sell to track inbound and outbound sales across our organization. Our business development, support, and …
Continue reading
Read all reviews

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

View all 31 features
  • Interaction tracking (15)
    7.9
    79%
  • Custom fields (15)
    7.8
    78%
  • Integration with email client (e.g., Outlook or Gmail) (15)
    6.9
    69%
  • Workflow management (15)
    6.1
    61%
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Pricing

View all 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
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Product Demos

Zendesk Sell Advanced Reporting & Analytics Demo

YouTube

[Comparison Demo] Salesforce vs Zendesk Sell

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

6.6
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

9
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

6.9
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

5.3
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.2
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

4.2
Avg 7.6

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.

9.5
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

4
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

5.4
Avg 7.1

Platform

8
Avg 7.5
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Product Details

Zendesk Sell Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

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.

Pipeliner CRM, Insightly, and Sellf CRM are common alternatives for Zendesk Sell.

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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Comparisons

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Reviews and Ratings

(72)

Attribute Ratings

Reviews

(1-7 of 7)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Zendesk Sell works best for deals that involve many points of contact and takes a long time to close. It may not be as necessary for a quicker sales cycle.
March 02, 2020

Zendesk Sell FTW

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Zendesk Sell seems like the perfect SMB CRM tool for teams wanting to track leads through a sales funnel. Zendesk Sell has rich features around creating lists of leads, deals, contacts, and companies. Zendesk Sell doesn't offer a lot in regards to email automation or automated processes. Any communication to clients is handled manually one-by-one or via an integration with another platform.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
Matt Meinel | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
BASE is good for B2B enterprise sales people. We have a very small marketing department. I have not seen how well it integrates with Marketo or the like, but having used Salesforce.com at previous places, I can say I am much more productive with Base than with previous CRMs.
Krish Jagirdar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's great. Lightweight, easy to use. Powerful but doesn't take itself too seriously. I recommend it because it is simple to use but simultaneously well priced and not intimidating from a UI perspective. Their recent update the product I think is a great improvement overall. Give it a shot if that is what you are looking for.
  • Simple UI
  • Powerful reporting
  • Easy user management
  • Reliance on smart lists as a catch all.
  • Customer Success could be a little better.
  • Partnership opportunities could be more developed.
If you are a small to medium enterprise, Base is perfect. If you are a very large organization, I am not sure how effective it would be. Though Base has multiple pipelines for enterprise, I just feel that a firm with 100s of sales reps would likely benefit from a more heavy duty solution.
Jon Butler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Base CRM to streamline, organize, and track our sales pipeline. It is used primarily by the sales team, with a bit of use coming from marketing as well. Tasks and reminders are used to make sure no leads slip under the radar, and email tracking helps inform more strategic follow-up.
  • Base CRM has a fantastic mobile app. I have yet to encounter a more feature-rich and user-friendly CRM app. You can have the app alert you to leads and customer that are nearby, and easily log sales calls right from your cell phone. Brilliant.
  • Email tracking is great. We can see when leads open our emails, and which links they clicked. This helps our reps follow up with more strategic communication.
  • The Smart Lists could be improved by having the ability to share between sales reps. Right now, reps can only see Smart Lists that they have created in their own account.
  • Having the ability to turn deals back into leads would be helpful, as reps occasionally convert leads to deals erroneously, and then can't go back.
Base is a great all-around CRM for a wide range of company sizes. It is especially well suited for the modern, agile sales team due to it's powerful mobile app. Reps can stay connected wherever they are, and easily keep their customer communication up to date. If you need a CRM that integrates deeply with your digital marketing strategy, there may be better options out there.
Gregory Perrine | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Base CRM has been the CRM tool I have used for eGuide Tech Allies since I started by business. As a small business, I sourced a few alternative options, but Base's interface, price point, and ability to grow as my business grows is what sold me on the tool.

Base is used for all pipeline and sales tracking, as well as a client data base and communications log.
  • Sales tracking: Setting up a new deal in base is intuitive and easy to do. With the ability to create new contacts, and business within the construction of a deal, it takes under 2 minutes to generate a new deal, assign tags, and link it to an email that may already exist in the data base.
  • Email integration: Linking base to g-suite allows me to make sure that everyone that I am emailing is logged in my client data base. From the email interface, you can view contacts that do not exist in your customer log, and with a touch of a button create a new contact.
  • Reporting: Reporting with Base is intuitive, visual, and easy to adjust based on what search parameters you would like to view. Using filters, tags, and dates you can manipulate data to exactly what you are looking to drill down to in a click of a button. No drawn out coding process to view data like some CRMs.
  • Integrations: Base currently has some integrations available, but for my business I do all of my invoicing through Quickbooks, and currently the only integration available is a paid "zap" through Zapier, which exports new invoices created in Quickbooks to Base. I'd love for there to be a seamless integration between Quickbooks and Base.
  • Marketing tools: Contacts are easy enough to track and export via the contact viewer, smart lists, and filters, but there are no marketing tools available through base. The process of exporting and importing into another system like Mail Chimp is easy though.
If you are an entrepreneur or a small business that is not currently utilizing a CRM system, Base CRM is a cost effective and robust solution available on the market that gives you an easy to understand, and developed platform to start tracking sales, clients, and pipelines. If you are a large business who is currently using a customized CRM system like Salesforce, there would be no need to consider Base as a CRM, the migration process and user interface will probably be too "basic" for the level that you are operating at.

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