Zendesk Sell Reviews & Product Details - Page 15

When we went through our vetting process for finding our next CRM/Sales system we had a long list of things that we needed to see to be bought into the program. That included a clear way to get sales conversations to the sales team, ability to create targeted lists for sales efforts, transparency for anyone on the team to review a client or deal and know what is happening, clear vision of the current and future sales pipeline, ease of use for the sales team to cut out manual entry of information, clean hand off once a deal is won and needs to move to the next process and easy-to-pull reports to review different KPI's that are important to our team. When we went through the demos with Zendesk Sell they were able to clearly show case all of our needs and how certain integrations with systems that we currently had in place were already set-up and ready to go. While our team thought we'd never find a system that would be able to effectively check off all of our needs, Zendesk Sell actually did just that. Review collected by and hosted on G2.com.

The hardest adjustment for us has been the change of mindset from Leads to Deals. It's hard for us to manage Leads in one area and Deals in another while our past thinking had always been in the same area. We have two areas to manage now when looking at our sales conversations instead of just one area, but that is something we're learning to manage more effectively with tasks. Review collected by and hosted on G2.com.

Really awesome sales tool. Easy to keep track of leads and prioritize them. Makes sales reps more productive and organized. Nice for management to see into a sales reps pipeline Review collected by and hosted on G2.com.

Nothing I don’t like. Takes a day to figure out how to use properly and once you’ve got it it’s easy to navigate. Review collected by and hosted on G2.com.

If I had to choose one feature, I would chose the app. The interface looks good, it's easy to use, and it's very reliable. Review collected by and hosted on G2.com.

There isn't anything I dislike, but I do wish there was an option to schedule a recurring task. Review collected by and hosted on G2.com.

As a field representative, having my crm be mobile friendly is crucuial to a headache-free user experience. It’s easy to manage while on the go, and interacts seamlessly with my device’s maps app. I also enjoy the communication hub that offers email, text, and phone capabilities directly through the app Review collected by and hosted on G2.com.

As a manager, the inability to view my direct reports’ deal cards, and run group reports via a ‘hierarchy view’ is nearly a non-starter. Review collected by and hosted on G2.com.

I like best how easy it is to navigate, how you can view all tasks for the month via calendar, a lot of other CRMs don’t give you the option for a calendar month view. Review collected by and hosted on G2.com.

Sometimes calls drop for multiple accounts or don’t dial out Review collected by and hosted on G2.com.

is a great tool to manage customer relationships, managing sales in the best way, gives you ease of use and management, gives you the possibility to track and manage sales in a practical and dynamic way Review collected by and hosted on G2.com.

the tool has some functions that are a bit complex to handle which require that they be given a little time to manage them in a potentially effective way Review collected by and hosted on G2.com.

News feed that gives me complete awareness of deal status, team members activity, and recorded histroy of deals.

Multiple pipelines

Clean and simple UI, with just enough customization

Simply put: I love this CRM, and our company would not be where it is without BASE.

I can not emphasize enough how much I love this product Review collected by and hosted on G2.com.

Authorizations/Hierarchy/ Separation between pipelines for visibility by team member does not work (or does not work well nor allow for basic stuff)

Analytics side / Reports / Graph very weak. We use our own excel from exports. Surprising to me this part is so weak given the quality of the rest. Review collected by and hosted on G2.com.

User friendly platform. Flexibility in running smart-list and customization. Review collected by and hosted on G2.com.

would like to be able to add attachments to appointments Review collected by and hosted on G2.com.

I really enjoy the smartlist functionality, which allows me to sort and look at mass amounts of data, either on the site or in an excel spreadsheet. Review collected by and hosted on G2.com.

I wish that some minor things, such as editing the information inside a deal was a little quicker Review collected by and hosted on G2.com.

I like the dashboard and the ability to playback recorded phone calls Review collected by and hosted on G2.com.

I use the system mainly for documentation and tracking. I have not identified any weaknesses for the purpose that I use the system. Review collected by and hosted on G2.com.