Zendesk Sell Reviews & Product Details - Page 29

Great for a small or med business. Super easy to navigate, very user friendly, and good for reporting Review collected by and hosted on G2.com.

Challenging to fix duplicate accounts, often times does not register communications with a contact when they have a second email address Review collected by and hosted on G2.com.

It is a complete product with powerful features yet it remains approachable for sales teams. The mobile app is intuitive and makes it very practical to track dials and quickly access info. Review collected by and hosted on G2.com.

Advanced hierarchy permissions are accessible only in Enterprise plan. Review collected by and hosted on G2.com.

I think it is a great tool for improving your ability in the field to move quickly, effectively, and capture important information on the go! Review collected by and hosted on G2.com.

The sea foam background on my iPhone. Lol Review collected by and hosted on G2.com.

Very easy to use and intuitive enough that most people with a bit of an idea of the sales pipeline can hit the ground running easily. A great support team that are very responsive and always happy to help where they can. Smart lists are a good feature and the reporting works well. Review collected by and hosted on G2.com.

Still needs improvement on lead merging for leads coming in from a third party. Review collected by and hosted on G2.com.

Read the entire review for the best info - summary to begin:

It offers everything I am looking for - and more. The mobile app is unparalleled, allowing me to quickly enter calls, create tasks related to deals and quotes, track and log my emails, texts and calls, see what I have on the go, create new Leads, and so much more. The app alone is by far the best mobile experience I have had on any product like this. When it comes to the overall experience, the customization was key for me. I was able to quickly setup my own pipeline, create custom fields for clients and deals in relation to the services I offer (vehicle information, documents, etc), and integrate it directly with my Google Contacts and apps, so everything stays fully synchronized with my phone. Seeing all the information on one screen - including deals, leads, communications, documents, tasks and notes - for a single customer, makes getting information I need take much less time than I ever imagined it could.

FULL REVIEW:

As a small business owner, and before moving to Base CRM, I had never fully understood all the major benefits such a platform could provide to me and my service-based business.

In the past, I had used more traditional methods of keeping track of my clients, such as: pen and paper, setting alarms on my phone, and trying to remind myself to consistently check in on my emails, social media accounts, voicemails, and even text messages. However, I slowly began to see issues arise when I would forget to check in on an account, and would therefore lose a potential lead or client.

Over the course of 3 months, I had lost over an estimated $3000 in revenue because I had either forgotten to reach out to a lead, or get my client the information they had requested. Not only this, but the frustration was growing for me in the fact that keeping up-to-date with all the various forms of communication I was having with a customer was hard to track over multiple platforms. This is when I realized that I needed help.

With that, my search for a CRM-like product had begun. Over the course of 14 months, I had extensively tested 16 different products that I believed could perform the way I hoped they would. Most of these were popular solutions, such as Zoho, Jobber, PipeDrive, HubSpot, Kickserv, Service Fusion and Sales Force - just to name a few. My testing was always consistent, and always in-depth enough to be able to determine if the platform would work for me. Here is a taste of what I was after:

Ease of use, with an elegant but simple UI

Exceptional mobile-rich experience, with no lack of features

Ability to integrate into other platforms I use, such as Google Apps for Business

Strong product support

Low monthly cost

Some of the products mentioned above performed well in some areas, but lacked in others. Some had more features that I required, while others didn't have some that were very important to me.

Finally, I had found Base CRM. It offered everything I was looking for - and more. The mobile app is unparalleled, allowing me to quickly enter calls, create tasks related to deals and quotes, track and log my emails, texts and calls, see what I have on the go, create new Leads, and so much more. The app alone is by far the best mobile experience I have had on any product like this. When it comes to the overall experience, the customization was key for me. I was able to quickly setup my own pipeline, create custom fields for clients and deals in relation to the services I offer (vehicle information, documents, etc), and integrate it directly with my Google Contacts and apps, so everything stays fully synchronized with my phone. Seeing all the information on one screen - including deals, leads, communications, documents, tasks and notes - for a single customer, makes getting information I need take much less time than I ever imagined it could.

Overall, it may have taken a while to find the right solution, but I am glad to have met Seth from Base and have him keep in touch with me - encouraging me to fully utilize their system on a trial-basis. It wasn't long after that, that I had decided to sign up for the full experience, and haven't looked back since. I want to thank Seth, and the entire team at Base, for making my life easier. The stress it has taken off me alone is worth the small monthly cost, and the abilities I have on the go is par-none.

For those of you who may be looking for a CRM solution, here is some advise that I can offer based on my time searching for the 'perfect solution', as well as why I ended up choosing Base:

Don't over-do your search. Figure out what you really need, and don't set your expectations to be unrealistic. My original plan was to find a system that handled quotes, invoicing, customer relationship management, time tracking, service calls, and the works. At the end of the day, I had realized I actually did NOT need all of this, because Base so well handles the core components (and more) of running a business, that I did not have to pay for a product I really could not afford. On top of this, once I fully saw the potential of Base and the way I was able to manipulate and customize it for my specific business, I was able to modify my own processes to become significantly more stream-lined - saving me time, money, and allowing me to expand my business.

Know where your problems are - and address them. If you're like myself and have potential clients contacting you from various sources (email, phone, social media), then having a platform such as Base will be your new best friend. If you feel your processes are taking too long, or are having issues remembering tasks to do for a client, once again - Base will be your new best friend. The mobile app is so easy to use, that when a lead or contact phones you (or vice versa), the app automatically brings up any deals you have on the go with them, and also pops up a screen at the end of the call, where you can quickly choose the call outcome (customized, of course), and add any applicable notes. The way it helps streamline processes and advance overall efficiency is incredible.

Take value in support. On top of all the features Base already provides, their support is above what I have found elsewhere. You can expect speedy responses from the support staff, and consistent - but never overboard - communication from the team on the latest updates, features, and overall news. This all comes together to create an environment where you, as the customer, truly feel appreciated for your business.

Again, I would like to thank Seth and Base as a whole for their continued support for me and my business. Your solution proved not only to be the most feature-rich in it's application, but the experience itself is like no other. You've done a fantastic job at developing a product that genuinely addresses real-world problems for business of any size and any nature, and is something that I know myself - as well as many other customers of yours - truly appreciate. Review collected by and hosted on G2.com.

Currently, I had had no major problems with Base. I do hope that there is future integration with platforms such as Quickbooks Online (as I use that currently for my quotations), but using a service such as Zapier - which Base integrates beautifully with, works that out. Review collected by and hosted on G2.com.

I like how it syncs with mobile phone apps to then report on meetings and sales calls, the deals and contact data bases are also one of the good features. Review collected by and hosted on G2.com.

Still quite clunky when I have multiple users to find or search a deal or customer easily.

No dashboard function for a summary by user. Review collected by and hosted on G2.com.

The tags! Base enables me to keep track of my sales pipeline in an organized manner. Without the tags, I'd go crazy. Review collected by and hosted on G2.com.

I really can't think of anything. I wish the deals and contacts were better connected, but it really isn't a huge problem. Review collected by and hosted on G2.com.

I did like the ease of use to enter calls. Review collected by and hosted on G2.com.

Calls were not being saved accurately. The support team really couldn’t solve my issues correctly. Profiles would not sync Review collected by and hosted on G2.com.

I can manage several companies and opportunities , knowing the relationship between them. Review collected by and hosted on G2.com.

There are several times we can work because the platform desn't respond. It fails lots of time. There are some actions that cuold be more easily, not taking so much time to do anything. Review collected by and hosted on G2.com.

Base CRM is easy to use, well designed and integrates with all sales activities to essentially track all vital data and report it back in a digestible and practical manner Review collected by and hosted on G2.com.

Some integrations in the works and reporting in custom calendar year not yet available Review collected by and hosted on G2.com.