Product Overview of Zendesk Sell
Zendesk Sell is a comprehensive Customer Relationship Management (CRM) solution designed to help sales teams manage their contacts, leads, and sales processes efficiently. Here’s a detailed look at what the product does and its key features.
What Zendesk Sell Does
Zendesk Sell is built to streamline sales operations, enabling teams to focus on finding new clients and growing their business. It serves as a centralized platform for managing leads, contacts, and deals, providing a clear overview of the sales pipeline and facilitating better decision-making.
Key Features and Functionality
Sales Force Automation
- Contact & Account Management: Manage contacts and accounts, including linking contacts to show connections between companies and individuals.
- Opportunity & Pipeline Management: Track deals through various sales stages such as Incoming, Qualified, Quote, and Closure. Deals can be classified as Won, Unqualified, or Lost upon closure.
- Task & Activity Management: Create and manage tasks for leads, contacts, and deals to ensure timely follow-ups and actions.
Lead Management
- Lead Capture and Qualification: Capture leads from various sources such as CSV files, manual entry, integrations with Google or LinkedIn, and lead capture forms on your website. Leads can be qualified and converted into contacts and deals.
Reporting & Analytics
- Interactive Dashboards: Customize dashboards with drag-and-drop widgets to monitor sales goals, deal activity, and tasks. This feature provides real-time data visualization and insights.
- Pipeline Analysis: Gain full visibility into the sales pipeline, including live pipeline management, forecasting, and advanced analytics to identify bottlenecks and predict deal volume and revenue growth.
- Lead and Deal Scoring: Use predictive analytics to score leads and deals, helping to determine which prospects have the best chance of closing.
Productivity Tools
- Task Player: Automate mundane sales activities like outreach and follow-ups, allowing users to work uninterrupted and efficiently.
- Power Dialer: Utilize custom call lists to automatically cycle through leads or customers, reducing time spent on dialing and increasing productivity. The feature includes call summaries and the ability to record outcomes and notes.
Calendar and Scheduling
- Calendar Integration: Manage your calendar within Zendesk Sell, schedule appointments, and send invitations to leads or contacts. The calendar also integrates with tasks and other sales activities.
Communications
- Unified Communication Center: Manage emails, calls, and text messages with leads and contacts from a single interface, ensuring all communication is tracked and accessible.
Mobile and Integration
- Mobile App: The Zendesk Sell mobile app allows sales professionals to manage leads, contacts, and deals on the go, ensuring continuous productivity.
- Integrations: Integrate with various tools such as Microsoft Teams, WhatsApp, Google, and LinkedIn to enhance functionality and streamline workflows.
Additional Features
- Customer Contract Management: Manage contracts with customers, including negotiating terms, ensuring compliance, and documenting changes.
- Sales Gamification: Foster competition within the sales team using challenges and scoreboards to boost performance.
- Activity Tracking: Provide visibility into customer communication and team activities, helping sales managers stay on top of their team’s performance.
Benefits and Value
Zendesk Sell offers a clean and intuitive interface, a 14-day free trial, and robust integration capabilities. It helps sales teams stay organized, automate repetitive tasks, and gain valuable insights through advanced analytics. By centralizing sales data and activities, Zendesk Sell enables teams to focus on closing deals and growing their business efficiently.