· Zendesk Sell CRM Review: Our Verdict
· Zendesk Sell CRM Review: Who Zendesk Sell CRM Is Best For?
· Zendesk Sell CRM Review: Who Zendesk Sell CRM Isn’t Right For?
· Zendesk Sell CRM Review: What Zendesk Sell CRM Offers
· Zendesk Sell CRM Review: Zendesk Sell CRM Details
· Zendesk Sell CRM Review: Where Zendesk Sell CRM Stands Out
· Zendesk Sell CRM Review: Where Zendesk Sell CRM Falls Short
· Zendesk Sell CRM Review: How to Qualify for Zendesk Sell CRM
· Zendesk Sell CRM Review: How to Apply for Zendesk Sell CRM
· Zendesk Sell CRM Review: Alternatives to Zendesk Sell CRM
· Zendesk Sell CRM Review: Customer Reviews
· Pro Tips
· Recap
Zendesk Sell CRM Review: Our Verdict
Zendesk Sell is a CRM (customer relationship management) platform that helps businesses manage their sales process. Zendesk Sell offers a number of features, including lead tracking, sales forecasting, deal management, and reporting.
Read this article to learn about and grasp the benefits this solution offers.
Pros
- Ease of use: The platform is designed to be easy to use, even for those who are not tech-savvy.
- Reporting: The platform offers a number of reporting features, including sales forecasts, deal pipelines, and more.
- Integrations: Zendesk Sell integrates nicely with numerous third-party business tools and other Zendesk solutions. Processes can be streamlined, and efficiency can increase in this way. It integrates with platforms like Zendesk Chat, Google Calendar, and Mailchimp.
- Mobile app: Zendesk Sell has a mobile app, which makes it easy to access the platform on the go.
- Strong features: Sales teams can manage their contacts, deals, and pipelines with the help of Zendesk Sell’s array of tools. These consist of integrated communication tools, email tracking, and lead scoring.
Cons
- Cost: Some customers have found the cost to be on the high side, especially for small businesses.
- Complexity: The platform is not as simple as some other CRM platforms and can be a bit complex for those who are new to CRM.
- Speed: Some users have noted that the platform can be slow at times, especially when accessing large amounts of data.
- Customer service: Users’ opinions of customer service have been conflicting, with some complaining that it was difficult to speak with a representative.
- Limited training materials: Although Zendesk Sell is user-friendly, some reviewers would prefer to see more thorough training materials offered to assist users in fully utilizing all of the features.
>>> MORE: Apptivo CRM Lead Management Review
Zendesk Sell CRM Review: Who Zendesk Sell CRM Is Best For?
Zendesk Sell CRM is best for:
- Businesses already using Zendesk Service: Zendesk Sell smoothly integrates with Zendesk Service if your business already utilizes Zendesk for customer assistance. This allows for a single picture of customer interactions between sales and support.
- Businesses needing strong integrations: Zendesk Sell works well with a wide range of outside business solutions, enabling you to link your CRM to other components of your company’s ecosystem and optimize processes.
- Small businesses: If you’re new to using CRMs, Zendesk Sell is a great option because of its user-friendly interface and ease of use. The simple setup and operation are not too complex for novice users.
Zendesk Sell CRM Review: Who Zendesk Sell CRM Isn’t Right For?
The following people may want to look elsewhere:
- Businesses on a limited budget: There isn’t a free plan for Zendesk Sell, and some reviews feel that the paid options are a bit pricey, particularly for smaller teams. Look for CRMs with free tiers or more reasonable prices for fundamental capabilities if money is a big problem.
- Businesses in need of highly specialized industry solutions: Zendesk Sell is a broad CRM and may not be able to meet the unique requirements of certain sectors, such as healthcare or real estate. CRMs designed for a particular industry typically have features and functionalities that are specific to the rules and workflows of that industry.
- Businesses that need extensive customer assistance: Zendesk Sell provides support, although some reviews indicate that it might be challenging to get in touch with agents. Look at solutions with a reputation for providing excellent customer service if your team is significantly dependent on your CRM vendor for continuing help.
- Large businesses with complex sales requirements: Despite its robust feature set, Zendesk Sell may not be able to compete with larger businesses whose sales processes are extensively customized. Deep customization, sophisticated sales forecasting, and territory management are characteristics found in more sophisticated CRMs.
Zendesk Sell CRM Review: What Zendesk Sell CRM Offers
Zendesk Sell CRM offers a number of features that can be helpful for businesses. These include:
Contact and lead management:
- Arrange and monitor consumer data, such as contact information, past interactions, and preferred methods of communication.
- Leads should be managed through qualification procedures, scored, and assigned to sales representatives.
Sales pipeline management:
- Track transaction progress by visualizing your sales pipeline with scalable stages.
- Automate tasks and workflows based on specific stages within the pipeline.
- Generate reports to analyze sales performance and identify areas for improvement.
Communication and collaboration tools:
- With Zendesk Sell’s built-in email connectivity, you can monitor email openings, clicks, and answers right within Zendesk Sell with its built-in email connectivity.
- Together with team members, create tasks, assign due dates, and work on contacts and deals.
- Connect with leads and customers by using capabilities like call recording and video conferencing (via integrations).
Additional features:
- Mobile application to access CRM features and data while on the go.
- Integration with a range of external business tools to create a cohesive ecosystem.
- Reports and dashboards that can be customized to provide insights into sales performance.
>>> PRO TIPS: Zendesk Sell CRM Review
Zendesk Sell CRM Review: Zendesk Sell CRM Details
Here’s a breakdown of some of the more specific details of Zendesk Sell CRM:
- Sales pipeline management: You can track deals at different stages and view your sales pipeline with Zendesk Sell.
- Lead management: Give the most promising leads priority and manage those using tools like lead score.
- Communication tracking: To save time, use templates, automate communications, and keep track of email exchanges.
- Mobile CRM: Zendesk is cloud-based, which means it can be accessed from any device with an internet connection. Use their iOS and Android mobile apps to manage your sales while on the road.
- Integrations: The platform also offers a number of integrations with other tools, including Google Workspace, Outlook, and Salesforce.
Zendesk Sell CRM Review: Where Zendesk Sell CRM Stands Out
Zendesk Sell CRM shines in a few areas compared to other CRMs:
- Zendesk suite integration: Zendesk Sell easily interfaces with other Zendesk products, such as Zendesk Support for customer service, to give your sales and support teams a single, unified customer view. This coordinated effort can enhance customer satisfaction and expedite communication.
- Customer support: Zendesk Sell CRM offers excellent customer support, with a team that is available 24/7 to help with any questions or issues.
- Ease of use: Zendesk Sell’s user-friendly design and straightforward interface have been praised by several reviews as making it easy to understand and implement, particularly for teams that are new to CRMs. For businesses that require a CRM that won’t take a lot of training time, this might be a huge benefit.
- Strong mobile app: Salespeople can handle deals and contacts while on the road with Zendesk Sell’s mobile app, which is a big plus. For the mobile workforce of today, this is essential.
Zendesk Sell CRM Review: Where Zendesk Sell CRM Falls Short
While Zendesk Sell CRM has a lot to offer, there are a few areas where it could use some improvement:
- Customer Service: A few reviews note that it can be difficult to get in touch with customer service. This could be a problem if you have complicated questions or need assistance frequently.
- Scalability: Although Zendesk Sell works effectively with businesses of all sizes, larger organizations may require a more comprehensive CRM system.
- Pricing for advanced functions: Although Zendesk Sell has an intuitive user interface, many more advanced functions are exclusive to the higher price levels. This could be a disadvantage for companies with limited resources.
- Limited reporting and automation: Zendesk Sell’s reporting and automation tools may be relatively basic in comparison to certain CRM competitors. Companies that require highly automated processes or have complex reporting requirements can find themselves wishing for more.
Zendesk Sell CRM Review: How to Qualify for Zendesk Sell CRM
The Zendesk Sell CRM access process does not require any special qualifications. You can utilize it if you’re willing to sign up for a plan that suits your demands, as it’s a premium service with multiple tiers.
This is a summary of how to use Zendesk Sell to get started:
- Plans and pricing: Zendesk Sell provides several price tiers with a range of features. Visit their website to compare plans and select the one that best suits your needs in terms of functionality and price.
- Free trial: Before committing, you can use Zendesk Sell’s 14-day free trial to explore the platform and determine whether your team would benefit from it.
- Sign Up: Using their website, you may register for Zendesk Sell after selecting a plan. They’ll walk you through the setup procedure.
Zendesk Sell CRM Review: How to Apply for Zendesk Sell CRM
Applying for Zendesk Sell CRM is a straightforward process:
- First, businesses will need to go to the Zendesk website and click on the “Sign Up” button.
- Second, create an account and choose the plan that best suits your needs.
- Finally, start using the platform!
Zendesk Sell CRM Review: Alternatives to Zendesk Sell CRM
HubSpot
HubSpot is a great alternative to Zendesk Sell CRM, and it has a lot to offer businesses. First, it has a user-friendly interface, making it easy to get started with the platform. It also has a wide range of features, including marketing automation, email marketing, and lead management. Plus, it integrates with a number of other tools, like Gmail and Slack. And best of all, it has a free plan, making it a great option for small businesses.
Salesforce
Salesforce is another excellent alternative to Zendesk Sell CRM. It’s a more robust platform, with more features and integrations than Zendesk Sell CRM. It also has a great user interface and is easy to customize to meet your specific needs. And it integrates with a wide range of third-party tools, making it easy to connect all of your business’s data. However, it is more expensive than Zendesk Sell CRM, so it may not be the best option for small businesses on a tight budget.
Freshsales
Freshsales is another CRM platform that’s worth considering. Like Zendesk Sell CRM, Freshsales is designed to be user-friendly and easy to set up. It has a wide range of features, including lead management, deal tracking, and email marketing. It also has a free plan, making it a good option for small businesses. However, it doesn’t have as many integrations as Zendesk Sell CRM or Salesforce, so it may not be as flexible for businesses with more complex needs.
Zoho CRM
Zoho CRM is another popular alternative to Zendesk Sell CRM. Zoho CRM is known for its wide range of features, including lead management, contact management, and sales automation. It’s also a bit more affordable than some of the other options on this list. However, it doesn’t have as many integrations as some of the other CRM platforms, and it can be a bit more complex to set up and use.
Insightly
Insightly is a CRM platform that’s particularly well-suited for small businesses. It has a simple, easy-to-use interface, and it’s very affordable. Insightly also offers a good range of features, including lead management, task management, and email tracking. However, it doesn’t have as many integrations as some of the other CRM platforms, and it doesn’t have a free plan.
Zendesk Sell CRM Review: Customer Reviews
Zendesk Sell CRM has a rating of 4.5 out of 5 stars on G2.
Customers praise the platform for its ease of use, reporting capabilities, and integrations. However, some users have found the pricing to be on the higher side and have noted that the platform can be a bit slow at times.
>>> GET SMARTER: ClickUp CRM Review
Pro Tips
Here are a few pro tips to keep in mind when choosing the Zendesk Sell CRM platform:
- Make sure the platform has all the features you need.
- Consider how easy it is to use and whether it has a good user interface.
- Check out the integrations the platform offers and whether they meet your needs.
- Think about your budget and whether the platform is affordable for you.
- Consider the customer support options and whether they meet your needs.
- Think about whether you need a free trial or a free plan.
Recap
Zendesk Sell CRM is a good option for businesses that want an easy-to-use, affordable CRM platform. It’s typically cloud-based and easy to use, and has good reviews from customers. However, the platform has its pros and cons, so it’s important to consider your specific needs and budget when making a decision.
