




Zendesk Sell communication management





Supported Operating System(s):
Mac OS, Solaris, Web browser (OS agnostic), Windows 8About Zendesk Sell
Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The system features a standalone sales automation module with options for integrated channel management and web self-service capabilities.
Zendesk Sell enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.
Sales team leaders can monitor sales process by managing regi...
Zendesk Sell communication management
Supported Operating System(s):
Mac OS, Solaris, Web browser (OS agnostic), Windows 8Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.0
Customer support
4.0
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
October 2018
Jacob from AttendÃ, Inc
Company Size: 1,001-5,000 employees
Industry: Events Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2018
Former User, Would use again
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.
Pros
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.
Cons
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.
January 2021
B. W. from DCSS
Company Size: 2-10 employees
Industry: Business Supplies and Equipment
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2021
Great Product with GPS
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?
Pros
I loved the ability to log the GPS for site visits. This feature was way ahead of the competition.
Cons
My email runs through a corporate cloud service and we couldn't get the email to integrate through the phone app.
Reasons for Choosing Zendesk Sell
Price and simplicity
Reasons for Switching to Zendesk Sell
I switched for the GPS site visit technology that wasn't available on Zoho but ultimately switched back because of a compatibility issue with our software (not Zendesk).
January 2020
Erik from Klik & Steen
Company Size: 2-10 employees
Industry: Online Media
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
1.0
Customer support
1.0
Functionality
1.0
January 2020
Long time user
In the beginning when it was BaseCRM it was a nice system to use. After it became Zendesk sell all the extra functions become more expensive and there are better systems to use.
Pros
It's easy to store clients and manage your deals.
Cons
It's not very well integrated and we found a better system to use. Sinds 2013 we had a subscription and this was still active till April. When I wanted to delete my account on time, my complete account was deleted right away and that's it. No money refund when you pay for 7 years in a row prepaid and no access anymore for the period you paid for. This is how they treat customers who want to try something different after being a customer for 7 years .
Reasons for Choosing Zendesk Sell
I didn't
September 2019
Trent from 2T's Lawn Care & Landscaping
Company Size: 2-10 employees
Industry: Facilities Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
September 2019
Powerful and simple sales management tool
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.
Pros
- 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
Cons
- 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.
Reasons for Switching to Zendesk Sell
A clunky interface that made it hard to see past data and information. Made it very difficult to interact with the information
March 2020
Marlene from PRRO
Company Size: 2-10 employees
Industry: Design
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
3.0
Customer support
5.0
Functionality
5.0
March 2020
Good CRM That Integrate with CRM
Pros
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.
Cons
At first it didnt have all the features i needed and support when it was a beta but they fixed all that with time.
Reasons for Switching to Zendesk Sell
Hubspot was very expensive and gave us some problems that couldn't be fixed with agreements.