Zendesk Sell

Pros

Delivers the complete view of customers/customer experience in details as in how much you want to see. Uses a data mining terminology, gives you the forecast, and the great feature is you can see changes by adding or removing a number or some group of customers.

Cons

Cannot use it alone, it has to integrate with other Zendesk products, but only with Zendesk products. And customisation can be a real headache, as it needs to be completely setup before getting its full potential.

Pros

Easy to use and a full suite of features

Cons

Sometimes can be lacking some needed features

Alternatives Considered

Reasons for Choosing Zendesk Sell

Switched From

Reasons for Switching to Zendesk Sell

Pros

Interface is ok, all action buttons are where they should be, the structure of the pipeline is ok.

Cons

Long term usage is impossible due to serious bugs and inability or unwillingness of their team to solve it. Reporting serious bugs to a rudimentary bot is never a good way forward.

Alternatives Considered

Reasons for Choosing Zendesk Sell

Reasons for Switching to Zendesk Sell

Pros

I loved the ability to log the GPS for site visits. This feature was way ahead of the competition.

Cons

My email runs through a corporate cloud service and we couldn't get the email to integrate through the phone app.

Alternatives Considered

Reasons for Choosing Zendesk Sell

Switched From

Reasons for Switching to Zendesk Sell

Pros

Zendesk sell offers more features for marketing and adds on the zendesk platform for companies.

Cons

There are none but the trail but it is a helpful feature to gain customer leads

Alternatives Considered

Reasons for Switching to Zendesk Sell

Pros

The layout is attractive, and adding custom fields is easy.

Cons

There were lots of opportunities for this software to be a lot better than it was, and Zendesk doesn't seem to be interested in improving it. The main reason we chose Zendesk Sell was because we wanted to integrate our sales and support instances, but we were never able to get it working. It's impossible to rearrange columns in reports and you can't filter on certain things. There are simple issues, like when you export a list the FIRSTNAME and LASTNAME fields are combined and can't be separated. Their support was AWFUL; they routinely took SIX WEEKS to respond to urgent requests from us, and even then they didn't fix the problem.

Alternatives Considered

Reasons for Choosing Zendesk Sell

Switched From

Reasons for Switching to Zendesk Sell

Pros

- Simple input for contact information for different clients and potential clients
- Super easy to create deals and potential purchases for clients
- Schedule appointments, set reminders, and send emails all from within the program
- Check metrics and numbers of different members of the sales team for different times and situations.
- Allows others to quickly catch up on what has happened in client interactions by reading through the emails that have been sent previously
- Easily sort through customer lists to find people who are relevant under different categories

Cons

- Sometimes too easy to change things that have been set by others
- Contact uploading/downloading in .csv files is a bit of a pain at first, but not terrible to get used to.

Pros

1. It makes making decisions easy as the data needed is viewable and at a glance.2. It has intuitive sales management tools such as automated auto-messaging of customers.3. You can easily locate and keep track of leads for future sales and marketing calls.4. It enables uninterrupted workflow as the task player automates activities.5. Its email integration feature is amazing and easy to use.

Cons

1. It's a bit pricey if you want more of the advanced features.2. It has a steep learning curve which might be a discouraging factor for some.3. It does not have built-in marketing features, you will have to do the marketing yourself.

Pros

Zendesk Sell has been an effective solution that make work simple for us.
I like the efficiency and accuracy of Zendesk Sell.

Cons

I do not have issues with Zendesk Sell.
Zendesk Sell is great.

Pros

It was great to be able to keep track of conversations with priority members and for the internal team to also know what those conversations entailed... when it worked.

Cons

It just didn't work for us and customer service was never helpful when it came to us asking for help. After over 6 months of the team not being able to connect their emails so the rest of the team could see conversations with members, we called it quits. Additionally, instead of helping us with the issues we did have with the platform, customer service was always trying to upsell us to features we didn't even need.

Pros

The software is good in managing sales, I like the report making which you can use to create a report that can be exported for offline reading and analyzing of sales data

Cons

The tool is bought independently which makes the software to be expensive to use for smaller businesses

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.

Pros

As an independent sales representative for Medical Justice, we aimed to be both mobile and flexible for our clients. The company has then decided to dive into an all new CRM software that brings forth mobility and integration that would allow adoption and improvement from the representatives; this is how Zendesk Sell came into the picture. Zendesk Sell happen to offer and provide every detail the company needed for a CRM. It was perfect! It was our solution!

Cons

So far, it's has been helpful and we love the fact of how flexible it was to cater to our needs, therefore, there is nothing to dislike, nor cons that we could think of.

Pros

Easy to use. Reasonably priced compared to its competitors. The easiest way to increase sales. We are very honored by the positive feedback of our customers. This product has become the source of our happy customers.

Cons

There is nothing I really dislike. I would recommend it to anyone to give this product a chance and see the increase in sales.

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)

Pros

A straightforward, simple tool that allows good lead and deal management. Not many integrations but you can do a lot with custom API

Cons

Leads and contacts are separate which can create duplicate issues. Email sequences can be improved.

Pros

All the information for a client is stored into one. You can see if an email was sent outside of Base or if an email that was sent from Base was opened and if so, how many times.

Cons

It does sometimes shut down and if so it does for hours. Believe they may have fixed the glitch though as it has not happened in some time

Pros

Zendesk Sell is easy to use, pushes notifications where needed, and is great for small teams.

Cons

There can be frustrating roadblocks, such as when there are similar names or the CRM gets confused, however this can usually be smoothed out fairly quickly.

Pros

cost effective way to do customer management

Cons

features difficult to use or we don't even know they exist without a lot of digging. Changes are never announced in a way where we know what new features are launching

Pros

It's easy to use. You can sync on mobile devices and desktop computer. It's great for groups and team work. Base works very well on a mobile phone, in my case an iPhone. It's very easy to navigate between the dashboard, to the leads, contacts deals tasks calendars and reports. you can even enter your email setting to save every email in the system regardless of where you send it from. Even when emailing from your computer software like Outlook or Mail, Base will grab this email and include it in your Base database.

Cons

Google apps sync is really bad, users all over the world complain about the very poor solution it

Pros

Base CRM helps managing our team with deals within the Pipelines. It always motivates the team when they say the prospects moving within the Pipeline in the right direction.
Its a helpful CRM for sales people and help them define their activities.

Cons

the mobile view need more attention to improve the activities management. The reporting of visual elements can be improved as well.

Pros

Its a very simple to use sale automation software which allows our sales team to easily access the sales data and easily analyze it. Sell creates wonderful sale reports.

Cons

The glowing response by our sales team makes it hard to dislike the software. however, new users find it tiresome to upload and download contacts in CSV format

Pros

The mobile app syncs with each team member's phone and creates activity reports for each client. At any given moment you can check to monitor all communications, email, and calls sent to each client by your team. The activity stream allows the admin to monitor all communications for each team member in one place and creates a log to archive client interaction historically.

Cons

Base CRM works with a 3rd party quoting software integration. Which can be confusing during the transition with your team. The third party does offer email tracking to see if the clients are opening the emails and the actual proposal allows clients to choose from a selection of optional items that auto calculates into the final total as they decide which work to complete out of a list.

Pros

Easy to set up customer database that can store related documents and images

Cons

No calendar sharing between team members makes this product an expensive rolodex.

Pros

Zendesk tools including Sell offer exactly what they promise.

Cons

The only issue was the high price point.

Pros

Zendesk Suite employs different methods to discover the image we have users through them. It allows customers to collect information about their customers and rank discussions on the assumptions made in each conversation. It is not given an extraordinary score at this stage, which guarantees that it is employed in all organizations. Client assistance is accessible and can help all clients effectively utilize the stage. It combines well with other programs and updates your client interface. Zendesk Suite connects with other programs in the same category, for example, Zendesk and Slack.

Cons

We use the trial version of Zendesk Suite, and I recently realized that my association was charging per client, rather than a one-time annual or monthly fee that would allow us to have more clients. It has worked consistently and we have had no issues using the scenario in our organization.

Pros

The software is so easy in creating sales reports from the sales

Cons

the pricing of this software is so expensive to use for smaller businesses

Pros

Clean interface.It is within a super strong suite, remember me Netsuite in the 2010, getting super strong in sales and customer support, as Sales Force in the early days. Good potential.

Cons

Really not intuitive.Great difficulty in the beginning to understand how to create a company, contact or a deal. It seems that things are hidden.

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.

Pros

They good at show how time to spend on each prospect via Smart Status. Pipeline provide the specialization of each stage require you focus to move deal next stage. The UI:UX is modern and fresh. Its colorful then your eye will interact faster

Cons

Not have an overview for the pipeline, you should go to report to see. The left-sidebar only provide the information key-in with the Bold style so it may difficult to see and assumpt

Pros

The system is intuitive and it is fairly easy to customize and set up. Available reports are very customizable and easy to use.

Cons

System has limited functionalities. It mainly doesnt support SaaS business model and lacks certain key and also unimportant features. Despite excelling at the available reports the system offers, it does not allow you to access other key reports to the business without upgrading to the most expensive option (199$), leaving key business metrics to be manually calculated unless you pay 200 bucks per user.

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.
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Pros

I like that is very easy to use and straight to the point.

Cons

I really like this software is easy to work with. There is nothing in my mind that I like less about it.

Pros

We used base software when setting leads for Solar appointments. There was a really nice connectivity between me and the closers when I was using base. I love the idea that I can put notes on homes and have connectivity that I normally would not have had when we were using the paper method we used to use. I can slip appointments in between already scheduled appointments, just a solid product overall.

Cons

In relation to sales rabbit and other sales softwares, I loved the ability to see homes more clearly, I thought that was one thing I didn't have as much with base, it was still better in other ways though that outweighed the pros that sales rabbit brought. I would take this still over any other sales appointment software and calendaring out there.

Pros

Easy to use
You could get a good understanding of all the interactions with a customer from one screen.

Cons

Zendesk has the worst customer service, which is crazy because they are a customer service platform.
Not many third-party integrations

Pros

I used this product when it was Base CRM. It was a great crm, no fluff, just basic CRM features that worked really well.

Cons

Zendesk's acquisition of this product was a disaster! They've got a bunch of bugs with bringing it into their ecosystem. It took almost a month to provision our account. Yes... we paid for a month of "we'll get it working soon, I promise!" Since then, in the past 6 months, our account has just disappeared as if we cancelled it (we paid for the year already). No login, no access to information, and no support. Support from Zendesk takes a few days per response. Getting back into our account last time took over a week. Right now, we're locked out of our CRM. It's costing us tons of money!

Pros

The price was initially a major selling point. We chose Base, which did offer quite a bit and allowed integration with DropBox. The simplicity was great and easy to understand.

Cons

Ultimately, this couldn't meet our needs. We were not able to customize or integrate with a number of third-party-apps that are essential to our business, and we were met with resistance from customer service when attempting to upgrade. We also experienced quite a few issues with the integrations we could perform.

Alternatives Considered

Pros

Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.

Cons

This is a new offering for Zendesk and the onboarding process left a lot to be desired. I do believe this will improve over time.

Pros

I have used this CRM for 5+ years now and have tried a lot of other CRM's over the years and keep coming back to this. Its simple, easy to use, the layout makes sense for how a relationship progresses over time, it integrates into a lot of other software. I just love this in every way.

Cons

I honestly have no cons with Zendesk Sell. I love this software.

Pros

Really comprehensive. I found myself adding things to client profiles, interactions, and deals just to fill in and use all the features!

Really fantastic for keeping everything related to a client and their deals organized.

Cons

Some things are too specific and didn't fit perfectly with my work flow or type of business.

The Client Space, while a fantastic idea, needs work. It's a bit user unfriendly on the client side. Also, it's pretty ugly which is a shame since the rest of Base looks so good.

Pros

I really like to have everything in one place. All of my files, emails, tasks, contacts, notes, everything is all connected. Having it all in one place simplifies my life a lot. I also like that you can assign things to other people.

Cons

The mobile app is awful and rarely works.

Pros

Zendesk sell have been one of the best CRM software that I have tested and used in the past. It has very friendly UI and can be customized to your liking. The best part that i liked about Zendesk sell was that it was able to be linked with microsoft office which allowed connection to emails and calendars (sync and will remind you if you have a reminder placed). It also can be implemented onto mobiles which is useful at times and from experience, the mobile app is superb. No issues whatsoever with the mobile app and doesn't lack the functions it have on a desktop. Pricing for this product is very affordable for what its got to offer. Overall this product is great and I do highly recommend it to others.

Cons

The only thing that I dislike about this software is that it takes a long time to load up compared to other similar softwares.

Pros

I bought this in the iTunes App store a few years ago and remember it was a really good app. The only issue is its for the truly organized. I realize that I was not the type of salesman for this app. This app is for a salesman who truly sets appointments and needs to care about and follow up with his/her leads. It has goals and everything imaginable. I was just a simple windshield replacement guy who came for a one stop close and moved on. I also attempted using this for my sales as a home security guy but it never stuck with me. The reality is this is for larger sales and more "qualified" and traditional salesmen and businessmen. Check it out. If it is right for you you will appreciate it 100%. All that I said will make sense when you actually see it. It was cheap enough to have no money wasted .

Pros

It's easy to store clients and manage your deals.

Cons

It's not very well integrated and we found a better system to use. Sinds 2013 we had a subscription and this was still active till April. When I wanted to delete my account on time, my complete account was deleted right away and that's it. No money refund when you pay for 7 years in a row prepaid and no access anymore for the period you paid for. This is how they treat customers who want to try something different after being a customer for 7 years .

Alternatives Considered

Reasons for Switching to Zendesk Sell

Pros

Time saving for lead management.
Followed best customer records.
Android, calls are automatically tracked and recorded in base with an option to add a note of the conversation in order to remember it and therefore continue the discussion more effectively to the next call or email.

Cons

Creating quotes directly into Base and easily exportable to Xero has to be improved because it is a useful but incomplete integration to be really effective.
Management contact book between Base CRM and Xero needs also improvement.

Pros

It was easy to implement and customize and I hit the ground running

Cons

The emails lag in arriving, and generally are not user friendly, I can't figure out how to have more than one contact per deal, and some features I want are not included in the lower tier version unlike their main competitor.

Pros

This product was the 4th CRM our company tried before we found the customization we were looking for. This program currently manages customer contacts and all job information for 7 different construction supply companies under our umbrella. We couldn't be happier!

Cons

They will customize A LOT...However, some things they just aren't willing to change. I understand, but it can be a little disappointing.

Pros

The user experience is quite seamless, also easy for new users to understand the platform with ease.

Cons

The pricing structure was disappointing, and not realistic for a lot of agencies that have a larger team.

Pros

We needed to find a CRM that would allow us to assign access at different levels. Other CRM's had fallen short for this.

Cons

It's a little more expensive than I like if you want to use all the features.

Pros

Been using it since it came out as a beta months ago, It integrates very easily with Zendesk support ticketing and has all features as any other CRM. You can easily integrate with Pandadoc and send agreements. You can send texts, emails and calls from the CRM very easily and track agents productivity.

Cons

At first it didnt have all the features i needed and support when it was a beta but they fixed all that with time.