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Zendesk Sell FTW
March 02, 2020

Zendesk Sell FTW

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

Software Version

Enterprise

Overall Satisfaction with Zendesk Sell (formerly Base)

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.
  • Less time spent managing inbound leads.
  • More transparency around pipeline.
  • Greater efficiency across teams.
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.

Zendesk Sell Feature Ratings

7.7
Customer data management / contact management
9
Workflow management
6
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
Not Rated
Interaction tracking
7
Channel / partner relationship management
Not Rated
9.0
Case management
Not Rated
Call center management
Not Rated
Help desk management
9
3.0
Lead management
5
Email marketing
1
4.0
Task management
7
Billing and invoicing management
Not Rated
Reporting
1
3.3
Forecasting
5
Pipeline visualization
4
Customizable reports
1
9.0
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
9
9.0
Role-based user permissions
9
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
9.0
Marketing automation
9
Compensation management
Not Rated
9.0
Mobile access
9