Zendesk Sell - Good to start out
May 30, 2021

Zendesk Sell - Good to start out

Leif Johnson | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Starter

Overall Satisfaction with Zendesk Sell (formerly Base CRM)

Prior to upgrading to Hubspot recently, I used Zendesk Sell (formerly Base CRM) for over 3 years. It was used by anyone involved in sales across the company during that timeframe. It was our primary CRM for contacts and leads.
We used it to manage the whole telemarketing process and move names from leads, to prospects, to demos, to contracts, and close.

Pros

  • It is very inexpensive to start.
  • It is relatively user friendly.
  • Gives you the ability to define your own categories to move through the sales process.

Cons

  • There was no ability to add prospects from a company domain or email to auto-fill any data.
  • You had to type in all of the data you gathered about that prospect.
  • The default only gave you two phone numbers for the company, too few.
  • Low cost of entry.
  • Reasonable functionality.
  • No auto data input capability.
I am currently using Hubspot, which we upgraded to from Zendesk Sell.

I used SalesForce many years ago, but too long ago to comment on any current functionality.

Do you think Zendesk Sell delivers good value for the price?

Yes

Are you happy with Zendesk Sell's feature set?

Yes

Did Zendesk Sell live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Zendesk Sell go as expected?

I wasn't involved with the implementation phase

Would you buy Zendesk Sell again?

Yes

The lack of ability to easily add data in an auto function either via email address or URL is severely lacking.
I did not have good luck with Zendesk's support.
I would say a six or seven, with the low cost of entry for a small or growing company as the overriding reason I would recommend it.

When you are working with a prospect on several contacts, I found it to work well in keeping all of those contracts straight with their various names and job titles.

Zendesk Sell Feature Ratings

3.6
Customer data management / contact management
6
Workflow management
5
Territory management
5
Opportunity management
3
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
3
Quote & order management
4
Interaction tracking
4
Channel / partner relationship management
1
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
2.5
Forecasting
2
Pipeline visualization
3
Customizable reports
Not Rated
5.0
Custom fields
5
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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