Overview of Zendesk Sell
Zendesk Sell is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance the sales process for businesses. It is part of the broader Zendesk suite of products, focusing specifically on sales force automation, lead management, and customer relationship management.
Key Functions
- Sales Force Automation: Zendesk Sell automates various sales activities, including contact and account management, opportunity and pipeline management, task and activity management, and territory and quota management. This automation helps in increasing productivity and reducing the time spent on mundane tasks.
Key Features
- Custom Dashboards: Users can create and customize dashboards using up to 10 drag-and-drop widgets to monitor sales goals, deal activity, and tasks. This centralized platform provides quick access to lead, contact, and account information, giving users full customer context before calls or meetings.
- Task Player: This tool enables users to work through sales tasks efficiently, such as outreach and follow-ups, by providing the context of each task on a single page. It helps in completing tasks faster and with fewer interruptions.
- Pipeline Analysis: Zendesk Sell offers robust reporting and analytics tools, providing full visibility into the sales pipeline. This includes accurate forecasting to predict deal volume and revenue growth, as well as advanced analytics to identify bottlenecks in the sales process.
- Power Dialer: The power dialer feature allows sales reps to use custom call lists to automatically cycle through leads or customers, enhancing productivity by reducing time spent on dialing. After each call, users can record outcomes and notes, and create tasks and reminders before moving on to the next call.
- Lead and Deal Scoring: Advanced plans include lead and deal scoring, which provide scores or rankings based on the data provided, helping sales teams focus on the most promising opportunities.
- Mobile & Social Integration: Zendesk Sell supports mobile user access, ensuring that sales teams can manage their activities on the go. It also integrates with various communication channels such as Microsoft Teams and WhatsApp.
- Reporting & Analytics: The platform offers interactive dashboards, data segmentation, and predictive analytics, including live forecasting and risk analysis. These features help in making data-driven decisions and optimizing sales strategies.
- Automation and Integration: Zendesk Sell allows for the setup of automated sequences to engage leads and integrates with other business systems through APIs (Core API, Sync API, Firehose API, and Search API). This enables high-volume data integrations and event-driven workflows.
Pricing
Zendesk Sell is available in several pricing tiers:
- Sell Team: $19 per agent, per month (billed annually) or $25 per agent, per month (billed monthly), including up to two customizable pipelines and robust APIs.
- Sell Growth: $55 per agent, per month (billed annually) or $69 per agent, per month (billed monthly), adding features like product and price books, sales reports, and forecasts.
- Sell Professional: $115 per agent, per month (billed annually) or $149 per agent, per month (billed monthly), which includes all the features of the lower tiers plus lead and deal scoring, task automation, and advanced permissions.
Additional Benefits
- 14-Day Free Trial: Users can test the platform with a free trial to evaluate its suitability.
- User Interface: The platform is known for its clean layout and user-friendly interface.
- Customer Support: While there are reports of some limitations in system user support, the platform is generally designed to enhance customer experience and support.
In summary, Zendesk Sell is a powerful CRM solution that streamlines sales processes, enhances productivity, and provides valuable insights through its robust features and analytics tools.