Zendesk Sell

What differentiates Zendesk Sell from other similar products?

I have used Salesforce.com, Insightly, Copper, Zendesk, and Hubspot. Zendesk is probably the most irritating, illogical, and impractical software out of all CRM I have experienced. This truly differentiates it from other products. It definitely required refactoring - and my experience shows, that nobody will do this. It has all the necessary functions, but some do not work as you expect.

What is your favorite aspect of this product?

It has all the necessary functions, at least for my needs. I can do almost everything with Zendesk Sell - the problem is, that it is really annoying.

What do you dislike most about this product?

The user experience is inferior. E.g. if you put a name in the search window e.g. "Smith" and you have multiple records in the system that matches the criteria - once you hit the enter key - you will get one of the matching records instead of a list to pick from. It is super annoying. The other thing is how the data is arranged on the screen. Once you open a record of a company, you get lots of information scattered across the screen, like a battle of ants in the sand. I usually need a phone number or email address - and I always struggle to find it. The list of annoying things is long.

What recommendations would you give to someone considering this product?

Stay away from it.

What differentiates Zendesk Sell from other similar products?

We use Zendesk Sell in some areas of our organization to manage prospects and leads, especially students who may be interested in attending our university. Zendesk Sell is designed to help companies like our university achieve the overall goal of customer relationship management. Zendesk Sell is highly scalable and customizable, allowing us to gain actionable customer insights through our back-end analytics engine, uncover business opportunities through predictive analytics, optimize operations, and leverage known student histories and past interactions with our university's personalized customer service.

What is your favorite aspect of this product?

This CRM has almost everything we need, but lacks some features. The Base functionality, the ability to send emails within Base, track emails, leave notes, schedule appointments, import and export are essential features that are easy to learn, use and teach to new salespeople. I have previously employed products such as Pipe Drive and HubSpot CRM, and Base has been my favorite so far.

What do you dislike most about this product?

I wish there was an easier way to add photos to your contacts. If you have any social media feeds, you can collect photos, but I found the process cumbersome. I would like the ability to tag people in quotes. When collaborating with another salesperson, it would be great to be able to tag them in a deal to get their attention or remind them of a task without using our external team communication platform. One problem with Base is that they haven't improved it much.

What recommendations would you give to someone considering this product?

Zendesk is best for organizations that need a clean, simple but powerful CRM tool. It's intuitive, extremely easy to use, offers tons of video tutorials and access to FAQs from the California team, and has all the features of other more complex and expensive CRMs. Ideal for agencies that need to tailor their database to their needs and track sales, assignments and ongoing projects in graphical form. It is affordable and has an excellent phone app for real-time access to contacts, notes, tasks and a functional on-the-go platform. Teaching new users how to navigate and use is easy.

What differentiates Zendesk Sell from other similar products?

The sheer volume of plugins and integrations accessible is one of the key benefits for us. The fact that the software supports various channels, has a decent api connection, great automation, and triggers boost the productivity of commercial customer care workers. It's been put together well. They make managing a help desk simple. I appreciate how straightforward it is to use the system and set up features.

What is your favorite aspect of this product?

Simply put, it is a very helpful tool. It contains powerful email notification and integration features, so you'll know as soon as a problem is reported. Additionally, it can link tickets, giving you access to other teams' assistance whenever a situation calls for it. You may learn a lot about the pages visitors are on and have seen by opening the user panels on your website.

What do you dislike most about this product?

Additionally, I want Zendesk to handle any new implementation requests. The automated "your ticket is open" and "your ticket is closed" functionality is what I like least about Zendesk. This greatly perplexes customers. A customer will receive a second email from Zendesk stating that their hour request has been closed whenever we close a ticket (email chain). Customers, especially older ones, need clarification on this.

What recommendations would you give to someone considering this product?

Case management, live chat, knowledge base design, and a client panel are all features of Zendesk. Our response times for both customer service and support tickets have improved. Zendesk chat is a helpful support desk tool. It enables real-time information and assistance delivery to your users. You can monitor your visitors at all times, monitoring who is using the live chat function, who isn't, and who is active. Also possible are their recommendations.