Excellent CRM for All Sales Teams
November 20, 2017

Excellent CRM for All Sales Teams

Ali Nisar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Base CRM

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.

Pros

  • Great UX /UI
  • Effective Contact & Pipeline Management
  • Good for forecasting
  • Excellent Reporting Capabilities

Cons

  • 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
  • Increased Both Topline & Bottomline Revenue
  • Better time management on sales opportunities
  • Saved costs compared to other more expensive CRM software
Much more efficient and cleaner interface allows quicker and simpler contact/pipeline management for all members of staff regardless of seniority.

Additionally, it's a much simpler platform designed for sales compared to more traditional CRMs.

Finally, the support has been, unparalleled. They really care about their customers and ensure that they are using the platform to the best of their ability.
Excellent product for any sales team that receive and handle a lot of leads and opportunities for existing and new clients.

Lead scoring functionality allows the teams to focus on the opportunities that drive sales and conversions and prevents wasted time on the less valuable opportunities and deals.

Pipeline management helps the sales team to achieve the revenue targets much more effectively

Zendesk Sell Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
8
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
9
9.0
Case management
9
Call center management
9
Help desk management
9
10.0
Lead management
10
7.0
Task management
6
Reporting
8
8.7
Forecasting
9
Pipeline visualization
9
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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