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Zendesk Sell Review 7 of 9
Zendesk Sell Review: "Base - the Best!"
https://www.trustradius.com/crmZendesk Sell (formerly Base)Unspecified8.337101
bryan robison profile photo
October 30, 2017

Zendesk Sell Review: "Base - the Best!"

Score 8 out of 101
Vetted Review
Verified User
Review Source

Software Version
Professional

Overall Satisfaction with Base CRM

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.
  • 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.
  • With the price being where it is, it felt like a worthy investment just to try it out. We did lots of research on what is possible as compared to the price, and Base won out! We've actually stuck with it for over 2 years now!
  • I think the quality of the product could increase, with more interfaces, more user-friendly work, and better customer service.
  • I would also love to see on-going Trainings happen with Base that would increase the ROI so that we are fully able to use what we pay for.
  • Overall, it's been the best choice we could have made.
Much easier to use! It's more updated, more modern. It feels like using a Mac Laptop as opposed to using an IBM that runs Microsoft Office 1997.

The integration and windows for emails and tasks is much easier to use. Notes is something that anyone on the team can jump on and include. And I believe the overall organization of the product is what caused us to change course with our CRM.
I think that for a company that creates any sales and needs to house their client information, the Base is perfect. The price of the program makes it completely worth the investment. And to be able to use customizations makes it possible for any business that does sales use Base for their orders.

I would say for companies that use legal contracts or binding contracts for their business, Base may be too simple for their needs. We work in tandem with a company that always has contracts going back and forth, and the build out of the customizations here weren't really going to work for them.

Zendesk Sell Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
6
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
7
Case management
6
Call center management
5
Help desk management
5
Lead management
9
Email marketing
5
Task management
10
Billing and invoicing management
6
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
5
Role-based user permissions
9
Single sign-on capability
9
Social data
8
Social engagement
8
Marketing automation
6
Compensation management
6
Mobile access
7