An amazing CRM tool to date!
January 27, 2025

An amazing CRM tool to date!

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

Overall Satisfaction with CRM and Deals for Zendesk

During my time at [...], I have been utilizing CRM and Deals for Zendesk features in enhancing my customer relationship management and streamline sales processes effectively. By leveraging these tools, I was able tom improve customer interactions, track sales opportunities, and facilitate seamless communication between trans. The integration enabled my support team to manage leads more efficiently, resulting in increased conversions and customer satisfaction. My experience using these tools has equipped me with valuable skills in sales pipeline management and customer engagement strategies.

Pros

  • Enhance customer interactions
  • Track Sales opportunities
  • Manage leads effectively

Cons

  • Expand customization capabilities to align with diverse business needs
  • Multi-Language Support
  • Simplified User Interface
  • Increased engagement on clients and stakeholders
  • More sales opportunities due to effective lead generation and management
  • Customer retention because of its support system
I am giving CRM and Deals a rating of 9 because of the benefits it has given us in terms of how they supported our customer support operations. While there are improvements that are identified and need to be worked on, overall it was a great tool for us at customer support.
CRM and Deals for Zendesk have more features that can support various businesses compared to Assembled. Whilst Assembled is more suited for workforce management and forecasting, it lacks the features that are needed in addressing customer support requirements and integration, which CRM and Deals for Zendesk can definitely provide. I can say Deals and CRM are more advanced compared to Assembled.

Do you think CRM and Deals for Zendesk delivers good value for the price?

Yes

Are you happy with CRM and Deals for Zendesk's feature set?

Yes

Did CRM and Deals for Zendesk live up to sales and marketing promises?

Yes

Did implementation of CRM and Deals for Zendesk go as expected?

Yes

Would you buy CRM and Deals for Zendesk again?

Yes

CRM and Deals for Zendesk was well suited in streamlining customer support integration, managing our sales pipeline and collaboration with our other departments. The scenarios wherein Deals and CRM are less appropriate are high volume chat support, wherein these tools are not well equipped in handling such large volume of interactions especially during peak periods.

CRM and Deals for Zendesk Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
9
Email marketing
9
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
8.0
Mobile access
8

Comments

More Reviews of CRM and Deals for Zendesk

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. CRM and Deals for Zendesk Reviews
  4. User Review of CRM and Deals for Zendesk