Zendesk Sell reviews

Former User, Would use again

Opmerkingen: I think I well described it above but it was always positive. I loved connectivity through different regions with closers and it truly made scheduling easier.

Pluspunten:

We used base software when setting leads for Solar appointments. There was a really nice connectivity between me and the closers when I was using base. I love the idea that I can put notes on homes and have connectivity that I normally would not have had when we were using the paper method we used to use. I can slip appointments in between already scheduled appointments, just a solid product overall.

Minpunten:

In relation to sales rabbit and other sales softwares, I loved the ability to see homes more clearly, I thought that was one thing I didn't have as much with base, it was still better in other ways though that outweighed the pros that sales rabbit brought. I would take this still over any other sales appointment software and calendaring out there.

Great Product with GPS

Opmerkingen: Zendesk is a great product at a great price and is a value to anyone who uses it. I liked almost everything about it, but we had a compatibility issue that was not their fault. They even have a free version if you are only using the phone app. How cool is that?

Pluspunten:

I loved the ability to log the GPS for site visits. This feature was way ahead of the competition.

Minpunten:

My email runs through a corporate cloud service and we couldn't get the email to integrate through the phone app.

Not worth it

Opmerkingen: We were trying to integrate our sales and support management systems, but we could never get Sell working reliably enough to even start working on the support migration piece. Their support was so poor, we didn't trust them to be able to help us with our mission-critical support application.

Pluspunten:

The layout is attractive, and adding custom fields is easy.

Minpunten:

There were lots of opportunities for this software to be a lot better than it was, and Zendesk doesn't seem to be interested in improving it. The main reason we chose Zendesk Sell was because we wanted to integrate our sales and support instances, but we were never able to get it working. It's impossible to rearrange columns in reports and you can't filter on certain things. There are simple issues, like when you export a list the FIRSTNAME and LASTNAME fields are combined and can't be separated. Their support was AWFUL; they routinely took SIX WEEKS to respond to urgent requests from us, and even then they didn't fix the problem.

Powerful and simple sales management tool

Opmerkingen: I mostly used Zendesk Sell when it was the Base CRM, though they've both worked and functioned very similarly. They have created a super easy-to-use interface that makes keeping track of and interacting with clients both simple and easy. Being able to read whole past interactions as well as see relevant sales data makes it a perfect choice for a small business. I don't know how well suited it would be to a large business, but one can hope it would work well.

Pluspunten:

- Simple input for contact information for different clients and potential clients - Super easy to create deals and potential purchases for clients - Schedule appointments, set reminders, and send emails all from within the program - Check metrics and numbers of different members of the sales team for different times and situations. - Allows others to quickly catch up on what has happened in client interactions by reading through the emails that have been sent previously - Easily sort through customer lists to find people who are relevant under different categories

Minpunten:

- Sometimes too easy to change things that have been set by others - Contact uploading/downloading in .csv files is a bit of a pain at first, but not terrible to get used to.

Great crm

Pluspunten:

Easy to use and a full suite of features

Minpunten:

Sometimes can be lacking some needed features

Clean, in a good suite -- but not clear

Opmerkingen: Beautiful interface, but very difficult to operate.Difficult to find things at least at first sight. My usage is Pipedrive, Hubspot and Sales Force. Here it is difficult to make it flow. But it might be my little experience in this specific tool.

Pluspunten:

Clean interface.It is within a super strong suite, remember me Netsuite in the 2010, getting super strong in sales and customer support, as Sales Force in the early days. Good potential.

Minpunten:

Really not intuitive.Great difficulty in the beginning to understand how to create a company, contact or a deal. It seems that things are hidden.

Good CRM That Integrate with CRM

Pluspunten:

Been using it since it came out as a beta months ago, It integrates very easily with Zendesk support ticketing and has all features as any other CRM. You can easily integrate with Pandadoc and send agreements. You can send texts, emails and calls from the CRM very easily and track agents productivity.

Minpunten:

At first it didnt have all the features i needed and support when it was a beta but they fixed all that with time.

Zendesk Sell Integration

Opmerkingen: The zendesk was useful in reaching customers and keeping databases on sales and promotions leads conversion.

Pluspunten:

Zendesk sell offers more features for marketing and adds on the zendesk platform for companies.

Minpunten:

There are none but the trail but it is a helpful feature to gain customer leads

Happy customers happy businesses.

Pluspunten:

Easy to use. Reasonably priced compared to its competitors. The easiest way to increase sales. We are very honored by the positive feedback of our customers. This product has become the source of our happy customers.

Minpunten:

There is nothing I really dislike. I would recommend it to anyone to give this product a chance and see the increase in sales.

Solid SMB/SME CRM. Reports are lacking but otherwise great UX

Pluspunten:

- Direct mail integration (no bcc required) saves everyone a world of hassle - Very easy to create customized lists of deals - Mobile app is very, very good - Easy to customize deal page with relevant info including "smart links" to 3d party sites - Decent UI and easy to understand - Integrated Dialer would be great if we weren't already using Dialpad - Quick onboarding, decent SFDC import - Zapier integration

Minpunten:

- Reporting is completely inadequate: - No good way to report on lead sources - No way to report on leads by assignee - No way to create new reports if the pre-made ones don't do enough for you - The UI is surprisingly slow. Like, a-full-second-for-a-simple-lookup slow. This is not a complete dealbreaker, but is pretty irritating - Associating contacts to deals doesn't associate your comms w/them to the same deal, so if you have a lot of back and forth with someone about a deal, but forgot to add them to that deal in Base, you won't see the communication on the page for that deal. -

Very friendly UI, great software and can be customized

Pluspunten:

Zendesk sell have been one of the best CRM software that I have tested and used in the past. It has very friendly UI and can be customized to your liking. The best part that i liked about Zendesk sell was that it was able to be linked with microsoft office which allowed connection to emails and calendars (sync and will remind you if you have a reminder placed). It also can be implemented onto mobiles which is useful at times and from experience, the mobile app is superb. No issues whatsoever with the mobile app and doesn't lack the functions it have on a desktop. Pricing for this product is very affordable for what its got to offer. Overall this product is great and I do highly recommend it to others.

Minpunten:

The only thing that I dislike about this software is that it takes a long time to load up compared to other similar softwares.

Easy to use, full-featured CRM

Opmerkingen: Flexible, scalable, intuitive CRM. I like that it integrates with a variety of other services and is easy to use. It stores a lot of information on our clients and has different alerts to remind you of events and task.

Pluspunten:

I've been using Base now for the past four years. I've found it easy to use and intuitive. It integrates with several other systems. One feature I really appreciate is how it picks up and stores emails that are sent into a person's profile wether they are sent or received either internally or externally from Base. The ability to follow a sale through its different phases is also easy to use. The mobile app works interfaces icely with an iPhone and allows you to record Actions after the call. It is well organized, scalable and offers everything a small business needs in a CRM

Minpunten:

I wish there was an easier way to add photos to your contacts. It can pick a photo up if you have some social media information, but I have found the process cumbersome.

Easiest CRM for on-the-go use

Pluspunten:

great mobile app. ability to see the number of times a client has viewed an email! Easy to use deals/opportunities function. Love that it automatically logs calls/emails to the relevant contact.

Minpunten:

I wish it had better integrations with other softwares. It has several that it integrates with, but the integrations are minimal at best and completely non-functional at worst. Better integration with accounting and digital marketing softwares would be nice for me and might be critical for other industries

Zendesk keeps us organized

Opmerkingen: Zendesk has allowed us to keep track of who is doing what on the team, so that we can avoid double booking or stepping on toes.

Pluspunten:

Zendesk Sell is easy to use, pushes notifications where needed, and is great for small teams.

Minpunten:

There can be frustrating roadblocks, such as when there are similar names or the CRM gets confused, however this can usually be smoothed out fairly quickly.

Great Sales Tool

Opmerkingen: Ultimately, we love it and would recommend to anyone.

Pluspunten:

We love the app and the ease of use. It has been great for tracking sales and tasks associated with closing deals. It's also been great for ensuring collaboration and keeping everyone in the loop.

Minpunten:

When we do have technical issues (which is rare) it can sometimes take a full business day for support to respond. Not a huge deal because nothing is ever business-critical in nature, but it would be nice if they had a chat feature to live chat about quick questions.

improving now that it is merged with zendesk

Opmerkingen: in the past it was a love hate relationship. Now that they are merged with Zendesk it is getting much more positive.

Pluspunten:

cost effective way to do customer management

Minpunten:

features difficult to use or we don't even know they exist without a lot of digging. Changes are never announced in a way where we know what new features are launching

Great CRM

Opmerkingen: I use Base daily to keep track of my notes and clients. I can upload files and import my emails so everything is in one place. Every day I go through my daily tasks and update my deals. The tool is easy to use with a lot of options.

Pluspunten:

I really like to have everything in one place. All of my files, emails, tasks, contacts, notes, everything is all connected. Having it all in one place simplifies my life a lot. I also like that you can assign things to other people.

Minpunten:

The mobile app is awful and rarely works.

Good for product based sales, but not so much for services

Pluspunten:

It has a user-friendly interface with a good number of tutorials and webinars to help you learn the ins and outs of Base.

Minpunten:

It is still growing to meet the needs of clients that have very specific needs with more customization. It also isn't designed for a service that has recurring monthly payments and service offerings. For example, Base itself has three paid levels. To organize a pipeline for those sales, you would either have to recreate a deal every month, or leave them in the pipeline forever. Neither of those is a great option, and the reporting features are rather useless when the latter option (which we do) is used. Since they never truly "close," since they are recurring, and even a lower level service commitment is still a revenue generator for us, the reports cannot give helpful information.

I am glad i found base

Opmerkingen: Full featured CRM for a fraction of the cost

Pluspunten:

I found base to be extremely easy to use. It had all the essential features of a SALES focused CRM. We do a lot of direct mail marketing so it was important that we had a system that allowed us to easily maintain various contact list and tag them appropriately

Minpunten:

Although it is a Sales focused CRM i would at least like to see the ability to group leads or contacts into campaigns in the future. Right now we accomplishing this by simply adding tags.

Fantastic and easy to use

Opmerkingen: I have done a lot of research and used a lot of CRM. Base far exceeds the expectations I had for it. It is extremely customizable to fit your specific needs. The interface is very user friendly and puts all of the information you want to see in one place. The customer service is fantastic. The cost is a little more expensive than some of the other CRMs. But I am a firm believer in "You Get What You Pay For." With Base you get that an more. I would recommend this to anyone looking for a quality CRM.

Pluspunten:

Easy to use, Fully Integratable with other systems through their open API. Everything you need is in one place.

Minpunten:

Set up costs are a little high.

Excellent solution

Opmerkingen: Base is a very intuitive, easy to use, CRM. It has a very streamlined sales pipeline interphase, a simple contact managment data entry format and custom data fields that are simple to set up and very useful for tracking unique datasets.

Pluspunten:

The user interphase, ease of integration with Google Apps, the platform and the price.

Minpunten:

The steep increase to get the professional suite of tools.

Ease of use and clean interface

Pluspunten:

I found the system to be really easy to use and integrated well with other software programs. The interface was also clean which I think improved navigation.

Minpunten:

When my team ran into a problem with the software, customer service wasn't the easiest to get a hold of.

easy to use

Pluspunten:

fast interfase with easy access to contact and deals with just a few clicks and the ability to send and receive messages

Minpunten:

Does not support email integration similar to constant contact or mailchimp or social media interaction features

Great entry-level CRM, friendly and helpful support, good core CRM for your growing company.

Pluspunten:

The dashboard is good and the ease of 'deal' creation and updating is excellent. The ability to modify various records, deals, etc. from just about any screen is very useful and a time saver.

Minpunten:

Most of the useful features do not come with the 'baseline' product. They require upgrades to various levels. Among these features are the ability to generate customized extracts and reporting.

Really great CRM, more than I needed and more pricy than I was looking for.

Opmerkingen: Simple CRM, really nice app. Enjoyed using it while I did, just found a less cost solution that did what I needed.

Pluspunten:

I really liked the contact management and deals management. The reporting was amazing and it was very customizable. The integrated voice option was very nice too. UX design was great too.

Minpunten:

I wasn't in love with switching between screens all day long. It also did have a learning curve and my employees didn't like it. Lastly, it was more money than I was looking to spend per seat.