Zendesk Sell

Zendesk Sell

All-in-one sales platform for sales teams.

4.4/5 (113 reviews)

Zendesk Sell Overview

Zendesk Sell is the all-in-one sales platform that drives rep adoption while automating data capture and analysis, providing sales leaders with the actionable insights they need in order to accelerate revenue growth in a measurable, scalable, and repeatable manner.

The advanced sales platform gives reps the tools they need to focus on revenue generation no matter whether they are in the field or at the office. The Zendesk Sell mobile apps aim to help salespeople get more done every day while spending less time taking notes and entering data. Intelligent features including email sentiment analysis and a smart auto-dialer allow reps to work more deals with greater attention to detail, allowing a highly-personalized sales experience to be delivered with high velocity.

Intelligent out-of-the-box reports and automated prescriptive insights give sales leaders the ability to individualize coaching, with each rep getting personalized, actionable steps to improve their sales performance. Base allows users to do this at scale with the aim of enhancing sales efficiency increases and revenue growth.

The days of buying eight different software products to manage your sales team are long gone. Zendesk Sell combines the functionalities of a CRM with email, smart phone dialer, sales reporting package, lead scoring, and more, into one solution.

Pricing

Starting from
$19/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 4 others, Germany, Latin America, United Kingdom, United States

Supported Languages

Dutch, English, French, German, Polish, Portuguese, Spanish

Zendesk Sell Reviews

Overall rating
4.4/5
89% positive reviews
64
Excellent
37
Very good
8
Average
2
Poor
2
Terrible
Zach W.

Base is the CRM I decided to commit to using, and overall, I'm very happy with it.

Used Daily for 2+ years
Reviewed on 2017/06/13
Review Source: Capterra

Base has helped motivate me. It makes making calls fun because you can see your goals and your progress toward them.

Base keeps me on top of what's important. For example, I called a business to see if they were interested in my services. I was told they were interested but to call back when they planned their event in a year! It's easy to set the task to call the lead back in a year, and even better is that the phone call was recorded. I can listen back and when I follow up, know exactly what's going on.

Base has also given me a clearer picture of which sources of leads are best so I'm able to focus on them first.

I could go on and on about the benefits of using Base. It's a huge part of my business.

Pros

The best thing about Base is that it works. I tried free trial versions of a couple of other CRMs and my first big test was importing data and mapping it. The very first time I tried this with Base, it worked without a hitch. The other CRMs I tried hit some kind of a snag. I'm sure I could have contacted support or messed with them and gotten then to work, but what's the point when Base worked right the first time?

On a side note, it's been my experience with almost all software that you get what you pay for. Base isn't cheap, but I also never have a problem with it. Again, you could find a cheap or even free CRM and make it work, but at what cost? Time? Aggravation?

The second reason I chose Base is because voip is integrated without having to figure out some third party way of making calls, tracking the data, and recording them. With Base, you have everything you could want in terms of a sales CRM.

Lastly, the reports are awesome. They give you any kind of info you could want.

Cons

In my list of pros, I mentioned that everything you could want in a sales CRM is built into Base. However, on the marketing side, it leaves a lot to be desired. I'm a one-man operation so I'm doing all of the sales and marketing myself.

My solution was to get the minimal ActiveCampaign account they offer and use it for my automation and marketing needs. Base and ActiveCampaign can work together using Zapier.

If you choose a higher level ActiveCampaign account, it does include a CRM with lead scoring and pipeline tracking. However, it's Mickey Mouse stuff compared to what Base can do

For example, Base's AI will actually tell you when a deal is in trouble based on the language contained within emails. It works amazingly well so you'll know right away if a potential deal needs your attention.

Another problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension!

The knowledge base is very limited but support is decent. You'll be writing them a lot, not with technical issues, but with questions about functionality.

There's no community to speak of to after you sign up for Base, you feel like you're the only one using it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Daniel W.

Very streamlined and efficient, user-friendly and easy to customize, great customer service.

Used Daily for 1-5 months
Reviewed on 2018/01/11
Review Source: Capterra

Base made it easy for me to customize a CRM to exactly my needs, as well as bring all the functions of my business - from calls and emails to tracking deals and closings - into one place.

Pros

I'm in the real estate field and I've used maybe a dozen different CRMs over the years, both for myself and at different companies. I've worked in Salesforce, Top Producer, and CINC extensively. I found Base on accident while I was trying out a handful of new CRMs to kick off a new independent venture, and it's easily the best one. It automatically logs a huge number of my activities so I don't have to take notes, includes a built-in phone system so I can make all calls through my computer quickly (and automatically track them), and it's really intuitive and easy to customize. Funny enough, I think one of their smartest "features" is that they give you a 30-day free trial on a full-service version of the software up front. Because it's a really intuitive system, getting a chance to click around in the CRM and test out how I would set it up made it clear quickly it was going to be an excellent option. PS - the customer service is fantastic. I'm admittedly a bit of a high-maintenance client, and they always respond quickly and with clear answers.

Cons

There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Chi

Intuitive, User Friendly GUI and Great Service Personnel

Reviewed on 2014/03/06
Review Source

I felt one of the reviews was unfair and unhelpful. I hope this will help people in their decision making. To keep the review in context, I am part of a smaller business in financial services, where client numbers aren't in the multitudes.

First off, I want to say that their customer contact personnel and support team are absolute stars. Very polite and attentive, they called me up within 2 minutes of finishing the tutorial to see if I had any questions.

Second, they had a walk through tutorial! Unlike Insightly or 3 of the other CRM's I tested, Base did not just leave you to test it out on your own. They populated the account with a dummy setup to more thoroughly demonstrate its uses. On completion of the tutorial, they reset the account and let me tinker myself.

The interface and functionality of Base is highly intuitive. After the initial walk through, I was able to determine how to create, edit and manage all the fields, filters, contact statuses, pipeline stages, etc.

Finally it has connectivity with Office 365 and allows for email syncing... (however this has not been functioning fully for me)

Now some issues I ran into, the syncing of my emails to base is a bit dicey. We use office 365 and Base can connect to it to sync emails. However, my emails aren't being received in base correctly. I can send mails, individually or in mass, via Base, but my mails don't automatically sync upon receiving at all. I have to use the Base plugin on Outlook to send the appropriate mails manually. While this is inconvenient, the staff have been very helpful and are working on it. Hopefully there is a resolution to this inconvenience.

Pros

- Intuitive, User Friendly and generally refreshing to work with
- Great tutorials and educational content via their blog
- Support staff are attentive and helpful
- Offers office 365 email connectivity (BIG +++)

Cons

- Email Syncing is not working as intended (however this could be an isolated issue due to something on my end - currently troubleshooting)

Jared H.

Solid SMB/SME CRM. Reports are lacking but otherwise great UX

Used Daily for 6-12 months
Reviewed on 2017/05/17
Review Source

Pros

- Direct mail integration (no bcc required) saves everyone a world of hassle
- Very easy to create customized lists of deals
- Mobile app is very, very good
- Easy to customize deal page with relevant info including "smart links" to 3d party sites
- Decent UI and easy to understand
- Integrated Dialer would be great if we weren't already using Dialpad
- Quick onboarding, decent SFDC import
- Zapier integration

Cons

- Reporting is completely inadequate:
- No good way to report on lead sources
- No way to report on leads by assignee
- No way to create new reports if the pre-made ones don't do enough for you
- The UI is surprisingly slow. Like, a-full-second-for-a-simple-lookup slow. This is not a complete dealbreaker, but is pretty irritating
- Associating contacts to deals doesn't associate your comms w/them to the same deal, so if you have a lot of back and forth with someone about a deal, but forgot to add them to that deal in Base, you won't see the communication on the page for that deal.
-

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Mary R.

BASE CRM: Love it!

Reviewed on 2015/11/25
Review Source: SoftwareAdvice

Pros

BASE is clean and simple, yet powerfully effective as a CRM. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. It allows you to tailor your database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited / private, or made public for the entire team to access. I feel like it's hip and cutting edge product; not at all stuffy.

Cons

The one complaint I have is when you do talk to a team member over the phone, there's a lot of background noise in their office. I also wish some of the commonly-used fields would transfer to new Contacts, like Phone Number and Industry so that those don't have to be retyped with new contact entry.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Zendesk Sell Pricing

Starting from
$19/month
Pricing options
Free Trial
Subscription
Value for money

14-day free trial, no credit card required.

Starter: $45 per seat, per month

Professional: $95 per seat, per month

Enterprise: $145 per seat, per month

All plans are billed annually. Add-ons are also available for an additional cost.

Zendesk Sell Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Third Party Integration

  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Electronic Payments
  • Social Media Integration

Additional information for Zendesk Sell

Key features of Zendesk Sell

  • Activity dashboard
  • Activity tracking
  • Auto-dialer
  • Automatic notifications
  • CRM integration
  • Calendar integration
  • Call analysis
  • Call recording
  • Call reporting
  • Call scripting
  • Chat
  • Collaboration tools
  • Configurable workflow
  • Contact database
  • Conversion rate optimization
  • Custom fields
  • Custom forms
  • Customer segmentation
  • Customizable templates
  • Dashboard creation
  • Data filtering
  • Data import/export
  • Data synchronization
  • Data visualization
  • Deadline tracking
  • Document storage
  • Email integration
  • Email templates
  • Email tracking
  • Employee management
  • Event triggered actions
  • Filtered views
  • Forecasting
  • Formula management
  • Geographic maps
  • Geolocation
  • Goal setting / tracking
  • Instant messaging
  • Lead assignment
  • Lead distribution
  • Lead management
  • Lead scoring
  • Mail merge
  • Microsoft Outlook integration
  • Offline access
  • Opportunity management
  • Organizational charting
  • Performance reports
  • Permission management
  • Pipeline management
  • Pipeline reports
  • Predictive analytics
  • Prioritizing
  • Quota management
  • Real time data
  • Real time notifications
  • Real time updates
  • Receiving
  • Reporting & statistics
  • Role-based permissions
  • Sales analytics
  • Sales forecasting
  • Sales reporting
  • Sales tracking
  • Status tracking
  • Tagging
  • Territory management
  • Third party integration
  • Visitor targeting
  • Web forms
  • Website integration
  • Workflow management

Benefits

  • One-click, intelligent, out-of-the-box reports

  • Customizable and editable list reports (dynamic and static)

  • Mobile app on both iOS and Android with full desktop capabilities

  • An in-house success team which onboards, trains, and supports the sales team’s growth

  • Automated data analysis and prescriptive insights for sales acceleration

  • GetApp Analysis

    With integrated sales productivity tools for sales representatives and advanced visual reporting for sales managers, Base CRM is a cloud-based sales and contact management solution that enables teams to become more productive and effective, and close more deals. Equipped with an intuitive and user-friendly drag-and-drop interface, Base allows sales professionals full visibility into the overall health of their sales pipelines, and sales leaders to create, track and manage goals for individual representatives and sales teams.

    Base gives sales teams and professionals tangible numbers to work toward by simplifying the process of setting up won deal and revenue goals. Sales leaders are afforded the ability to organize their sales staff into territories and teams, allowing them to efficiently distribute responsibilities. Some of Base CRM’s core features are Base Voice, advanced sales insights, workflow automation, email integration, and mobility.

    Base is a cloud-based sales productivity platform that sales professionals can access from various devices anytime, anywhere.

    What is Zendesk Sell?

    Base is a multifunctional account management and sales productivity tool that offers a whole gamut of features: contact and lead management, sales tracking and reporting, pipeline analysis, email and workflow automation, sales performance analysis, sales goals creation, advanced sales insights, data management, among others. It amplifies the capabilities of a CRM solution by allowing users to access customer data anytime, anywhere, and from any device for a more comprehensive insight into the health of their sales pipelines.

    A mobile sales app, Base’s intuitive and user-friendly interface allows sales professionals to focus their time and energy on what they do best, instead of worrying about software navigation intricacies. Aside from the reminders and tasks that enable users to stay on top of their activities, the software gives you the ability to automatically capture and log calls, emails and appointments to facilitate account, contact and sales management.

    With Base CRM, you're afforded a comprehensive insight into the overall health of your sales pipeline.

    Zendesk Sell Main Features

    Base Voice

    Base Voice is a feature that allows Base customers three main functions: calling, recording and logging, and reporting - essentially combining CRM, telephony and analytics in one platform. Sales professionals can make and receive calls straight from the Base CRM web app, making it a vital component of their sales productivity toolbox. To make a call, click on a phone number, and you’ll be given a set of options that includes Call via Browser. Once clicked, your call tools appear, and Base dials the phone number selected.

    When you sign up for Voice, you have an option to claim your phone number, which you can then distribute to your customers/contacts. This then allows you to accept incoming calls to Base. If you can’t be reached for one reason or another, Base transfers the call to your mobile phone or your office phone number, depending on your set preferences. With Base Voice, outgoing and incoming calls are automatically logged, and notes in the scratchpad are, as well, automatically included in the call summary. Aside from reports to keep track of individual agent and team performance, Base’s Voice Reports affords managers full access to call logs to establish “call length versus success rate” relationships, among others.

    Base simplifies the account, contact and sales management processes by enabling users to make and receive calls from their CRM.

    Base Advanced Sales Insights

    Base CRM offers an insights dashboard that gives you an at-a-glance visibility into the important sales metrics you’re tracking, like sales goals versus actual progress, account activity overview, top deals, and upcoming tasks and deals. Split into four buckets (top-priority items, account activity, top deals, and sales analytics), the dashboard allows you to review your priorities for the day, immediately after you log in to the system. Sales pipeline goal progress summaries are also prominently displayed, so sales representatives and managers know if they’ll hit their period-end targets.

    Base also offers advanced sales insights through sales tracking, which gives you a detailed summary of where you and your team stand in the sales process. Each stage of the sales process can be customized to match your business needs. Sales forecasting, on the other hand, allows you to accurately foresee what your actual sales revenue will look like next week, month or quarter based on the current movement of the sales pipeline. Sales goals and quotas can be set to keep your teams focused on growing the business and aligned around a shared goal.

    Base has an advanced sales insights feature that tracks sales, goals, activity overview, upcoming tasks and top goals.

    Base Workflow Automation

    The benefits of workflow automation are numerous. These can include reducing errors, empowering employees to manage their tasks with zero or minimal supervisor intervention, and completing more tasks more efficiently. With Base CRM, users are allowed to call directly from the web app, where the calls are automatically logged for future review (something a lot of sales professionals forget when done manually), which then form part of vital reports to measure individual and team performance.

    To ensure that nothing falls through the cracks, Base also has the Base Notification Center, which sends out pre-configured alerts about new assignments, task reminders and system messages. For specific notifications, like deals worth more than $10,000, notes added to the hot deals, or when someone adds a document to an account or contact you manage, custom notifications can be created.

    Aside from automating tasks such as logging calls into CRM, the Base Notification Center sends out push notifications for assigned tasks, sales pipeline movement, schedule reminders, and such, to ensure no important tasks or activities are forgotten.

    Base Email Automation

    Despite what others believe is the impending extinction of email because of social media and other communication gateways, email remains a primary communication channel for a lot of businesses. To simplify the way you organize and manage your accounts, Base CRM readily integrates with several email services like Outlook, Gmail, Google Apps, iCloud, Hotmail and Yahoo Mail. SMTP/IMAP settings need to be enabled by your email administrators when syncing Base with an Exchange server.

    Once synced, all incoming and outgoing emails are checked against your contacts’ email addresses. When a match is found, the email is automatically affixed to the Base contact card. Emails sent from Base are then sent from your email address and appear in your email account’s Sent Mail folder. If you want to just send email from Base, you may choose to forego the incoming email capture functionality. For any email address that isn’t yet a Base contact, you have the option to create a contact card.

    Once synced with Base CRM, all incoming and outgoing mails are checked to verify if the email addresses are already in Base's contact database. If they are, the emails are automatically attached to their corresponding contact cards.

    Base Mobility

    The growing ubiquity of handheld devices is undeniable, a trend that’s probably not about to decline any time soon. More and more sales professionals are relying on their smartphones and other smart devices to get things done, even when on the go. Base CRM understands this need to be productive anytime, anywhere with its full-featured mobile CRM.

    Aside from native apps that are available for iOS, Windows Phone and Android devices, Base has an integrated mobile mapping feature, called Base Geolocation, that allows users to envision where contacts, leads and deals are on a map, schedule more efficient and less time-consuming customer visits, and figure out if additional sales representatives need to be assigned in a certain area. Base’s one-touch driving directions also make it easier to schedule business trips.

    Base's native mobile apps allow salespeople to be productive even when traveling. The app's geolocation feature provides one-touch driving instructions for more efficient business trips.

    Zendesk Sell Integrations

    Base has native integrations with apps like [Harvest] (http://www.getapp.com/harvest-time-tracking-and-online-invoicing-application), [Quote Roller] (http://www.getapp.com/quote-roller-application), [MailChimp] (http://www.getapp.com/mailchimp-application), Facebook, LinkedIn, Google Apps, Outlook, [Xero] (http://www.getapp.com/xero-application) and [Dropbox] (http://www.getapp.com/dropbox-online-sync-and-file-sharing-application). It also has an open API client that integrates with any third-party application.

    Zendesk Sell Pricing

    Base offers a full-featured 14-day free trial. At the end of the trial, you can choose from three subscription packages: Starter, at $15 per seat per month, includes premium integrations, email automation, native mobile apps, geolocation, Base Voice, and call recording.

    Professional, which is priced at $45 per monthly seat, offers all Starter features plus document repository, task automation, sales forecasting, and advanced sales insights. Pegged at $125 per seat per month, Enterprise covers all Professional functionalities, plus additions like call analytics and reporting, phone auto dialer, call scripts, teams and user-based permissions, and lead and deal scoring.

    Zendesk Sell Bottom Line

    • Cloud-based CRM solution that dramatically boosts sales productivity
    • Provides actionable insights, such as where the inefficiencies are in the sales process
    • Real-time analytics allows sales reps and teams to take timely and appropriate measures to increase their close rates
    • Offers native mobile apps for iOS, Android and Windows Phone
    • Intuitive and user-friendly interface enhances software adoption rate, hence, better sales performance

    Zendesk Sell FAQs

    Below are some frequently asked questions for Zendesk Sell.

    Q. What type of pricing plans does Zendesk Sell offer?

    Zendesk Sell offers the following pricing plans:

    Starting from: $19/month

    Pricing model: Subscription

    Free Trial: Available

    14-day free trial, no credit card required.

    Starter: $45 per seat, per month

    Professional: $95 per seat, per month

    Enterprise: $145 per seat, per month

    All plans are billed annually. Add-ons are also available for an additional cost.

    Q. What are the main features of Zendesk Sell?

    Zendesk Sell offers the following features:

    • Activity dashboard
    • Activity tracking
    • Auto-dialer
    • Automatic notifications
    • CRM integration
    • Calendar integration
    • Call analysis
    • Call recording
    • Call reporting
    • Call scripting
    • Chat
    • Collaboration tools
    • Configurable workflow
    • Contact database
    • Conversion rate optimization
    • Custom fields
    • Custom forms
    • Customer segmentation
    • Customizable templates
    • Dashboard creation
    • Data filtering
    • Data import/export
    • Data synchronization
    • Data visualization
    • Deadline tracking
    • Document storage
    • Email integration
    • Email templates
    • Email tracking
    • Employee management
    • Event triggered actions
    • Filtered views
    • Forecasting
    • Formula management
    • Geographic maps
    • Geolocation
    • Goal setting / tracking
    • Instant messaging
    • Lead assignment
    • Lead distribution
    • Lead management
    • Lead scoring
    • Mail merge
    • Microsoft Outlook integration
    • Offline access
    • Opportunity management
    • Organizational charting
    • Performance reports
    • Permission management
    • Pipeline management
    • Pipeline reports
    • Predictive analytics
    • Prioritizing
    • Quota management
    • Real time data
    • Real time notifications
    • Real time updates
    • Receiving
    • Reporting & statistics
    • Role-based permissions
    • Sales analytics
    • Sales forecasting
    • Sales reporting
    • Sales tracking
    • Status tracking
    • Tagging
    • Territory management
    • Third party integration
    • Visitor targeting
    • Web forms
    • Website integration
    • Workflow management

    Q. Who are the typical users of Zendesk Sell?

    Zendesk Sell has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Zendesk Sell support?

    Zendesk Sell supports the following languages:

    Dutch, English, French, German, Polish, Portuguese, Spanish

    Q. What type of pricing plans does Zendesk Sell offer?

    Zendesk Sell has the following pricing plans:

    Subscription

    Q. Does Zendesk Sell support mobile devices?

    Zendesk Sell supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Zendesk Sell integrate with?

    Zendesk Sell integrates with the following applications:

    Constant Contact, Deskero, Google Drive, HubSpot Marketing, LiveChat, SeamlessGov, SimplyCast, WebMerge, Wishpond, Zapier

    Q. What level of support does Zendesk Sell offer?

    Zendesk Sell offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials