Zendesk Sell’s fast factsStarting price: $19 per month. Key features:
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Zendesk Sell is a straightforward, modern customer relationship management (CRM) sales solution offered by Zendesk with a variety of tools for measuring productivity, delivering improved customer experience, and gaining visibility into reporting and analytics. Below I’ll break down what CRM features Zendesk Sell offers and more.
Zendesk Sell is a centralized platform that acts as a hub to manage leads, contacts, and account information. Quick access to this information gives you full customer context before a call or meeting. Any user can view and customize 10 drag-and-drop widgets to monitor sales goals, deal activity, and tasks through performance dashboards.
Zendesk Sell offers a suite of productivity tools, such as the task player. This tool allows users to work uninterrupted through mundane sales activities, like outreach and following up. The task player is designed to make task completion faster and easier. It shows the context of each individual task at the top of the screen and the lead, contact, or deal related to that task all on one page.
Zendesk Sell can give businesses full visibility into reporting and analytics so users can plan, track, and analyze their sales process. With pipeline visibility, users can access accurate forecasting to predict deal volume and revenue growth, as well as advanced analytics. The pipeline analysis feature analyzes lead and deal progression to quickly identify bottlenecks across each stage of a pipeline and take immediate action.
Sales reps can utilize custom call lists that automatically cycle through leads or customers to quickly contact them. Whether it’s for follow-up meetings, cold calling, or prospecting, this can cut down on time spent dialing and increase productivity. After each call ends, the user will receive a call summary pop up where they can record the call outcome and any relevant notes. Users can also create tasks and reminders before moving on to the next call.
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Zoho CRM is a powerful collaborative CRM software. With its 360-degree view of client profiles and automation processes, businesses can handle all sales activities, from lead generation to deal closing. While Zendesk Sell can integrate with some social media, Zoho CRM’s omni-channel marketing is vast and ideal for businesses looking to utilize social media for lead generation.
For more information, head over to our Zoho CRM review.
HubSpot is our top scoring free CRM software. HubSpot offers a robust free-for-life version that businesses can implement with easy onboarding. HubSpot also offers AI-powered tools such as conversation intelligence. If you’re looking for a tool with strong integrations, I would recommend HubSpot over Zendesk Sell.
Check out our complete HubSpot review for more details.
Pipedrive is a scalable solution with intuitive pipelines and lead management. This makes it a great CRM provider for small businesses. Similar to Zendesk Sell, Pipedrive doesn’t offer a free-for-life version of their product, but Pipedrive does have more premium plans and features to choose from.
Read our Pipedrive review for more insights.
When reviewing Zendesk Sell as a CRM software provider, I considered the core offerings, CRM pricing, ease of use, and more. I scored Zendesk Sell against my in-house rubric with defined criteria that take into account the most important considerations when choosing CRM software.
Here’s the criteria I considered when reviewing Zendesk Sell: