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The Zendesk sell review is a process that helps you assess the suitability of your software product for sale on their platform. Use this information to make sure you pick the right partner and are able to grow together with them.
Zendesk Sell is a well-known customer relationship management (CRM) tool that helps companies organize, manage, and improve their sales operations. It allows users to keep track of prospects and sales tasks, as well as connect with their contacts by email, phone, or text. This CRM software is best suited for teams that use direct sales strategies as part of their overall company plan.
Zendesk Sell is Best For?
- Sales teams employing multi-channel communication as a sales strategy: Zendesk Sell includes tools that enable sales representatives to connect with prospects across many channels, such as phone calls, texts, and emails, both built-in and via Integrations with third parties. These features make Zendesk Sell particularly valuable for sales teams that utilize many channels to promote their products and nurture prospects. One of the reasons Zendesk is one of our top customer database software solutions is because of this.
- Businesses with a lot of sales staff: Zendesk Sell’s mobile sales tools, which include SMS messaging, GeoVerification, and visit tracking, are among its most notable features. As a result, it’s also one of the finest company account management CRM software systems and one of the best mobile CRM systems.
- Small enterprises in need of high-level Management of Leads software: This CRM system is top of the line when it comes to Management of Leads, such as gathering data, organizing contact information, allocating leads to representatives, rating them, and categorizing them into lists. It’s also our top recommendation for the finest CRM for the Management of Leads. Some of these management of leads capabilities are extremely beneficial to freelancers, making it one of the top CRM software for freelancers on the market.
Zendesk Sell Isn’t a Good Fit For?
- Firms offering numerous goods or services: You can only have one customizable sales funnel on the Team or Professional plans, and two on the Enterprise plan, unless you subscribe to the Elite is for sale. plan, which is pricey for many small businesses. As a result, this CRM software is unsuitable for firms with different offers and pipelines. Pipedrive is an option for firms providing many lines of products and needing to see various pipelines.
- Sales managers who need low-cost sales reporting elements: While the lower-tiered subscriptions include services like sales forecasting and goal tracking, features like activity reporting, individual rep performance monitoring, and advanced sales analytics are only accessible on the Enterprise and Elite plans. If you require low-cost reporting and analytics services in your CRM, Zoho CRM is an excellent choice. Review the list of seven critical CRM reports to learn more about the reports your CRM should generate.
- Small firms that use social media content marketing: Although Zendesk Sell is a good CRM for direct sales, it lacks content management and social media marketing features. If social media marketing is a key part of your sales strategy, we propose HubSpot or Zoho CRM, two of the top social media CRM tools.
Pricing
Until you get to the higher-tiered Enterprise and Elite accounts, Zendesk Sell’s cost isn’t that awful per user. The primary distinctions between the plans are modular features and the progression of a tool, such as improved Management of Leads capabilities with automation, which is the first big change from the Team to Professional plan.
Sell Team
This plan provides basic contact and lead organization tools for up to three people. You’ll also have access to appointment scheduling, email integrations, and all of the features of the App for mobile devices, including geolocation tools and visit monitoring. Sell Voice, a built-in phone system that enables you to make calls from contact pages and handle SMS messaging campaigns, is available as an option.
Professional
Those that upgrade to the Professional plan gain unlimited users and the option to send bulk emails from the CRM system, in addition to everything else the Team plan has to offer. With the addition of automatic lead distribution to your sales agents based on triggers or criteria, as well as the ability to harvest leads into the CRM system through online website form submissions, the Management of Leads tools are also more complex.
Enterprise
Enterprise includes everything that the Professional plan offers but adds in lead scoring, product catalog customization, and role-based permissions where you can set access restrictions based on a person or team’s position and hierarchy. For the calling features, this plan gives users access to an automated power dialer, where you can preset outgoing calls to have the phone dialed for you based on a contact list in the system.
Elite
The reporting tools that come with subscribing to the highest Zendesk Sell plan include evaluating rep performance, advanced sales insights, and success insight reports. You may also design and utilize an infinite number of sales pipelines to cater to variations in your sales process for various goods and services with this package.
Reach out to Zendesk.
Reach out to Zendesk. is an optional add-on for prospecting and data enrichment. The add-on comes with three options, billed annually:
- Basic: costs $27 per month per user.
- Standard: $63 per month per user
- Advanced: $81 per month per user
You receive a set amount of credits depending on the plan you pick, which you can use for automated marketing email sequences, data enrichment to update or enhance profiles, and acquiring fresh contact lead lists. The Advanced plan includes the most credits for these tools as well as direct-dial phone numbers and information about a lead company’s existing technological stack.
Features
App for mobile devices
Zendesk Sell’s App for mobile device location synchronizes data from the web application so you can manage leads and sales tasks on the go. There’s also a geolocation tool to find nearby leads and get directions to their address from the app.
Lastly, you can verify your sales reps actually visited the lead they said they were visiting with the visit tracking and GeoVerification feature. This functionality uses the rep’s location on the App for mobile devices to confirm location.
Integrations with third-parties
You can sync data and utilize the capabilities of hundreds of third-party apps from the CRM system via API and conventional interfaces. Zapier, Mailchimp, HubSpot, QuickBooks, Slack, and Trello are just a few of the popular apps that Zendesk Sell interacts with.
Zendesk Sell’s most popular integrations (Image courtesy of Zendesk)
Customer Service
Zendesk Sell provides customers with a wealth of customer support options, including live chat, phone, and email help available 24 hours a day, 7 days a week. Its corporate website also provides a number of articles on various issues relevant to setting up and utilizing the platform’s functionalities, ensuring that users have access to the information they need.
User-Friendliness
In comparison to other CRM systems, the product’s usability is excellent. The interface is simple and easy to use, with no distracting color schemes. With the Zendesk Marketplace to identify and connect apps, most users find setting up and connecting the CRM with additional applications to be a simple procedure. Data synchronization difficulties, notably from email integrations, have been reported as usability concerns.
Users Feedback
Based on Zendesk Sell reviews online, users find the platform easy to use and integrate with other software applications. Reviews also show that the Management of Leads tools is extremely convenient for users. The main issues that arise are data inconsistencies when users are synchronizing email systems into the CRM. There’s also reported difficulty in getting in touch with customer support.
Conclusion
Zendesk Sell stands out for its Management of Leads capabilities, App for mobile device location, and communication tools, including a built-in phone system, mass emailing, and texting campaigns. For that reason, businesses that engage in direct selling through a multi-channel strategy either from an office or while in the field can benefit from what Zendesk offers.
Frequently Asked Questions
What is the difference between Zendesk and Zendesk Sell?
Zendesk is one of the best service providers for customer support, help, and human resources. Whereas a Zendesk Sell is an account that allows you to go into other companies platforms and sell your products there.
How does Zendesk Sell work?
Zendesk Sell is an automated response system that helps the customer to communicate with merchants. It provides a means of tracking incoming messages, providing your own responses, and minimizing unwanted contacts.
