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In my personal experience, I’ve found Zendesk Sell to be an excellent choice for managing customer data and leads, especially as a freelancer or small business owner. I had the opportunity to thoroughly evaluate this platform, and it impressed me in several key areas, including pricing, overall features, customer support, and expert ratings. One of the standout qualities of Zendesk Sell is its pricing, which I found to be reasonable and well-suited for smaller businesses. The general features offered by the platform were comprehensive and met my needs effectively. I also appreciated the level of customer service I received, as it made my experience with the platform much smoother.
However, there were a couple of aspects where Zendesk Sell didn’t perform as strongly. It received lower scores in niche features, primarily due to the additional fees associated with accessing advanced functionalities. Additionally, I noticed that using the platform did require a certain level of technical skill, which could be a drawback for some users.
Zendesk Sell functions as a popular Customer Relationship Management (CRM) system, which was incredibly useful for organizing, managing, and optimizing my sales processes. It allowed me to easily keep track of leads and sales tasks, and the communication options it provided, such as email, phone, and text, made it convenient to stay in touch with my contacts. I found Zendesk Sell to be particularly well-suited for businesses that employ direct sales tactics as part of their overall strategy. It offered the tools and features necessary to streamline sales efforts and build stronger customer relationships.
Zendesk Sell Specifications
Zendesk Sell also offers a variety of connectors with other well-known business software tools, like as Salesforce, HubSpot, and Google Workspace. These integrations are available for users to take advantage of.
| Feature | Description |
|---|---|
| Contact management | Store and manage all of your customer contact information in one place, including names, email addresses, phone numbers, and social media profiles. |
| Lead management | Track and manage your leads throughout the sales pipeline, from initial contact to closed deal. |
| Deal management | Manage all of your deals in one place, including deal stage, amount, and expected close date. |
| Email integration | Integrate Zendesk Sell with your email account to track and manage your sales emails from within Sell. |
| Pipeline visibility | Get real-time visibility into your sales pipeline, so you can see exactly where your deals are and identify any potential bottlenecks. |
| Reporting and analytics | Generate detailed reports on your sales performance, so you can track your progress and identify areas for improvement. |
| Mobile app | Stay connected to your sales pipeline from anywhere with the Zendesk Sell mobile app. |
| Visit Website |
What Is Zendesk Sell?
Zendesk Sell is a robust customer relationship management (CRM) software for improving client connections that is hosted in the cloud. It is a tool that is simple to use and helps sales teams organise and track leads, deals, and customer interactions in a more efficient manner.
This is true regardless of whether the conversations take place via phone or email. Zendesk Sell was developed to be scalable and adaptable to the requirements of every company. It enables your sales representatives to spend more face time with potential customers, reduce the number of errors they make, and efficiently clinch more deals. On our list of the best CRM software for small businesses, we also included Zendesk Sell as an option.
Zendesk Sell review: Ease of Use
Because the user interface of Zendesk Sell is uncomplicated and uncluttered, it is easy for any member of the sales team to navigate, comprehend, and make use of the program. Users have mentioned that creating an account with Zendesk Sell was a straightforward process, and that once they were logged in, they were able to quickly begin utilising the site.
After the account has been created, you will have the opportunity to add custom fields, as well as set roles, and invite other users to join. In addition to this, it enables you to organise and keep track of lead lists, which subsequently assists you in successfully closing a greater number of transactions.
Pricing
In the context of this evaluation of Zendesk Sell, this platform was given a score of 4.5 out of 5, which was the highest possible score. There are four unique premium plans that may be selected from while using Zendesk Sell. The prices for these plans range from $19 to $150 per user, per month (when paid annually), with the option to pay monthly instead.
These plans provide essential CRM tools such as completely individualised deal pipelines, appointment scheduling and tracking, email tracking, computer telephony integration (CTI), support for mobile app development, and prebuilt sales dashboards. Any of the tiers can accommodate an unlimited number of users without reaching their capacity in any way.
Zendesk Sell review: Customization
You will have the ability to create personalised fields on Zendesk Sell so that you can access succinct information regarding the deal, the sales rep, and your organisation. This will allow you to personalise the workspace that your sales representatives use. When you import your data into Zendesk Sell, you also have the option to facilitate the addition of custom fields. Additionally, custom fields or data points that are essential to your organisation can be established and, if required, made obligatory to provide in the form of mandatory fields.
In Zendesk Sell, the customization of your custom objects can be accomplished in just three easy steps: first, declare your custom object; then, link it to a lead, contact, or deal; and finally, generate records surrounding it. The assistance section of Zendesk will provide you with detailed instructions that will guide you through the process of establishing and managing custom fields in Sell. Take note that the Growth, Professional, and Enterprise subscriptions are the only ones that make some individualized features accessible, such as the ability to personalize notifications and build private applications.
Contact database
Although it is not necessarily the finest CRM for managing contact databases, Zendesk Sell does offer some strong capabilities when it comes to keeping track of your client information. Zendesk Sell is a customer relationship management (CRM) platform. You are able to view the complete history of all communications and make use of list segmentation tools that include duplicate identification. However, it does not integrate with social media in the same way that other, more popular solutions, such as Zoho CRM, do.
Final Words
Zendesk Sell sounds like a good CRM platform for improving the sales experience for both reps and customers. The technology lets sales teams see every customer encounter, helping them be more efficient, organised, and sell more. Zendesk Sell does not reimburse unused licences or early cancellation. Cancelling your membership or account before the end of your term will not be refunded. If you have a subscription, it will automatically renew for the same length.
The Good and Bad
Zendesk Sell is a customer relationship management (CRM) platform that may help you manage your client interactions in ways that you never thought possible, expand your sales process, and automate your workflow.
The Good
- Great integration with Zendesk’s help desk.
- Explorer includes useful reporting options.
- Team creation and easy onboarding
- Useful Smart Lists
The Bad
- Prices rise quickly after the lowest tier.
- Even the most expensive tiers have few pipes.
- Basic template and email editor
Questions and Answers
Sales representatives get access to all of the information they require in a single location when they use Zendesk Sell. This includes full client profiles, sales pipelines, and performance indicators. Real-time insights into critical sales indicators are provided by the platform, enabling sales representatives to prioritise their work and concentrate on the most promising leads.
The big picture. The fully configurable help desk solution offered by Zendesk makes things easier for your clients, positions your staff to be successful, and… Zendesk Sell is a customer relationship management (CRM) software that focuses on enabling sales teams to close more deals.