Zendesk Sell moved our sales department from a paper based model to an automated solution
April 26, 2022

Zendesk Sell moved our sales department from a paper based model to an automated solution

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

Software Version

Enterprise

Overall Satisfaction with Zendesk Sell (formerly Base CRM)

Tracks all of our sales leads. Multiple prospects can be related to their company and deals can be organized by a salesperson. The notes feature provides an area to store information not found in emails. Salespeople don't need to call each other to get details of a deal. Everything is in Zendesk Sell for easy access.

Pros

  • Splits deals by sales person.
  • Total possible revenue in the pipeline.
  • Store all email in one deal, regardless of source.

Cons

  • Creation of a deal from outlook (add-in).
  • Add tasks to outlook calendar.
  • Summary display deals by stage.
  • Automated leads from paper lists to data lists.
  • Reduced time needed for sales meetings. All details already in Zendesk Sell. No need to discuss.
The contact management system is better and the association between contacts and deals is a big improvement. Tracking emails in addition to notes is an improvement.

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?

Yes

Did implementation of Zendesk Sell go as expected?

Yes

Would you buy Zendesk Sell again?

Yes

Microsoft SQL Server, Microsoft 365 (formerly Office 365), Redgate SQL Data Compare
The relation between contacts and deals is easy to understand. The association between deals and sales people make it easy to organize leads.
Reached out to support when started using Zendesk Sell. They provided a remote session to review our specific needs and explain how to get the program to work for us.
Zendesk Sell works best for deals that involve many points of contact and takes a long time to close. It may not be as necessary for a quicker sales cycle.

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)
7
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
8
9.0
Case management
9
Call center management
9
Help desk management
9
6.0
Lead management
6
Email marketing
Not Rated
7.5
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
8.3
Forecasting
8
Pipeline visualization
8
Customizable reports
9
8.0
Custom fields
8
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
9.5
Role-based user permissions
9
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

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