VIDEO: Zendesk Sell Review: Overview, Key Features, Pros And Cons, And Similar Products

This video offers an overview of Zendesk Sell, a popular CRM system from Zendesk. Read our full Zendesk Sell overview here and check out this list of the best CRM software.

Nov 30, 2023
1 minute read

Transcription

zendesk sell is a customer relationship management or crm system that can help you keep track of leads and manage your sales pipeline if you're in the market for a crm solution you'll want to consider zendesk sell but if you're in a rush we can help use our product selection tool at technologyadvice.com to get a free list of crm software recommendations click the button on the left to get started you may know zendesk for its customer service software but the company also makes a crm tool called cell that integrates seamlessly with its customer service product zendesk support using zendesk cell you can manage leads and deals make calls and emails directly from the system view and create reports and build customizable dashboards to show you a snapshot of your sales efforts syndesk cell is available in four paid plans with a lead generation and sales engagement tool called reach available as a paid add-on you can try sell out through a free trial and you can request a free demo from the zendesk website this is a cloud-based system so you can use cell via a web browser or through the mobile app for ios and android devices zendesk cell comes with a number of features to help you manage customer relationships lead management is a core feature of any crm and zendesk cell offers a simple and clean tool for managing leads and deals when you add a new lead zendesk will use their email address to automatically pull information from its contacts database and populate the fields from there you can view leads in a card view to see their contact information lead status and interaction history you can also call text and email leads directly from the system thanks to integration support for gmail outlook and other email clients when you first log in to cell you'll see a dashboard view of your company-wide information and user-specific information this can include any tasks assigned to you a timeline of recent activity upcoming appointments the company sales pipeline and revenue goals each user can customize the dashboard view by adding and removing different widgets you can also change the arrangement of your widgets by dragging and dropping them to the desired location one of the unique features of zendesk cell is its native integration with zendesk support if you also use support for customer service you can integrate your account there with cell to increase visibility from the sell side a sales person can see recent customer service interactions and notes left by support representatives from the support side representatives can see a customer's purchase history and send interactions to the sales team if they think a person qualifies as a lead syntax cell is a popular crm solution but it still comes with its pros and cons the biggest pro of cell might be its integration with zendesk support using this integration can provide sales people with valuable context and help them time follow-ups to make the most of positive customer service interactions beyond that the system offers a good user experience and the system's ability to automatically fill lead info from an email address can save you time typing in contact information however some users have noted a lag between when they receive an email and when it appears in zendesk cell and some of the more advanced reports are only available in the highest priced plan other users have also expressed dissatisfaction with customer service it's a good idea to get quotes from several different vendors before buying a crm system if you're interested in zendesk sell you might also want to check out salesforce hubspot crm copper crm and insightly crm still not sure if zendesk cell is right for you use our product selection tool at technologyadvice.com to get a free list of crm software recommendations click the button on the left to get started

This transcript was generated automatically from the video's captions and may contain errors.

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This video offers an overview of Zendesk Sell, a popular CRM system from Zendesk.

Read our full Zendesk Sell overview here and check out this list of the best CRM software.

TS

At TechnologyAdvice, we pride ourselves on helping B2B tech buyers manage the complexity and risk of the buying process. We are a trusted source of information for tech buyers, delivering advice and facilitating connections between our buyers and the world’s leading sellers of business technology.