Product Overview of Zendesk Sell
Zendesk Sell is a modern, user-friendly Customer Relationship Management (CRM) solution designed to enhance sales productivity, improve customer experience, and provide comprehensive visibility into sales processes. Here’s a detailed look at what the product does and its key features.
What Zendesk Sell Does
Zendesk Sell is tailored to help businesses manage their sales activities efficiently. It serves as a centralized platform for managing leads, contacts, and account information, allowing sales teams to stay organized and focused on converting opportunities into deals. The platform is integrated with various tools to streamline sales workflows, automate routine tasks, and provide insightful analytics to drive decision-making.
Key Features and Functionality
Sales Pipeline Management
Zendesk Sell offers robust sales pipeline management, including the tracking of leads, contacts, and deals. Users can monitor the progress of deals through different stages of the sales pipeline, such as Incoming, Qualified, Quote, and Closure, and classify closed deals as Won, Unqualified, or Lost.
Custom Dashboards and Reporting
The platform provides customizable dashboards with drag-and-drop widgets, allowing users to monitor sales goals, deal activity, and tasks in real-time. It also includes advanced reporting and analytics features, such as pipeline analysis, sales forecasting, and live forecasting, to help businesses predict deal volume and revenue growth.
Task and Activity Management
Zendesk Sell includes a task player that automates mundane sales activities like outreach and follow-ups, ensuring users can work uninterrupted. Tasks can be created for leads, contacts, and deals to keep the sales team on track.
Power Dialer and Call Management
The power dialer feature allows sales reps to use custom call lists to quickly contact leads or customers, reducing time spent on dialing. Post-call, users can record call outcomes and notes, and create tasks or reminders for follow-up actions.
Marketing and Sales Automation
The platform supports marketing automation features such as email marketing and lead management. It also includes sales force automation tools, including opportunity and pipeline management, territory and quota management, and customer contract management.
Integration and Mobile Support
Zendesk Sell integrates seamlessly with various applications, including Microsoft Teams, WhatsApp, and other business tools. It also offers a fully-featured mobile CRM, ensuring sales teams can manage their activities on the go.
Advanced Analytics and Forecasting
The platform provides predictive analytics features such as lead and opportunity scoring, risk analysis, and live forecasting. These tools help sales teams identify high-potential deals and mitigate risks associated with losing accounts.
User Permissions and Automation
Higher-tier plans include advanced user permissions and task automation features, enabling businesses to customize the platform according to their specific needs. This includes features like lead and deal scoring, advanced permissions, and automated sequences to engage leads.
Pricing Plans
Zendesk Sell offers several pricing plans to cater to different business needs:
- Sell Team: Includes fundamental features for tracking and organizing sales activities, starting at $19 per agent per month (billed annually).
- Sell Growth: Adds features like sales forecasting, advanced reporting, and prospecting tools, starting at $55 per agent per month (billed annually).
- Sell Professional: Includes all Growth features plus advanced customization and automation, starting at $115 per agent per month (billed annually).
- Sell Enterprise: Offers enterprise-level features with the highest usage capacity, tailored to specific business needs.
In summary, Zendesk Sell is a comprehensive CRM solution that enhances sales productivity, provides deep insights into sales processes, and integrates seamlessly with other business tools to support growth and customer success.