Zendesk Sell: Streamline your sales process with a good CRM system

Zendesk Sell is a complete, intuitive and cloud-based CRM system designed to help businesses manage the sales process and follow up with customers in a user-friendly and functional way. The CRM software provides a range of features that simplify sales operations, from lead management, sales forecasting and structured customer follow-up to customer management and reporting.

What is a good CRM system?

When looking for a customer relationship management (CRM) system, there are several important factors to consider:

  1. Ease of use
  2. Functionality
  3. Customization options
  4. Mobility
  5. Integration opportunities
  6. Customer support
  7. Security
  8. Reports and sales forecasts
  9. Price

In this article, we will use Zendesk Sell as a starting point, read about other CRM systems in this article.

What is Zendesk Sell?

Zendesk Sell is a total CRM system that includes functionality for customer management, sales tracking, sales pipeline and forecasting. The product offers seamless integration with your own email as well as telephony via Sell Voice and SMS. Zendesk Sell is a great sales tool that combines ease of use with new technology and intelligence.

An easy-to-use CRM solution for sales

Zendesk Sell is a user-friendly and intuitive CRM solution. The CRM solution provides a comprehensive overview of the entire sales process and customer journey. This allows the company to identify and solve any bottlenecks or problems in the sales process or customer journey, thereby increasing efficiency and productivity. Zendesk Sell works out of the box, making it easy for users to learn the software, thereby reducing the time it takes to implement and use the software.

A functional CRM platform with customization options

Another benefit of Zendesk Sell is that it offers powerful functionality for managing leads and customers. Here are some of these:

  • Companies can easily import leads from different sources and organize them into groups based on interest and potential value. This makes it easy to follow up on leads in a structured and systematic way, increasing the likelihood of conversion.
  • Businesses can easily add and modify custom categorization fields, making it easier to categorize customers. This allows salespeople to work in a more targeted way, as well as provide better reports.
  • Zendesk Sell can be seamlessly connected to Zendesk Support, improving collaboration between the sales and customer service teams.
  • The CRM platform allows you to create tasks, follow up leads and book meetings in the calendar, which you can seamlessly integrate with your own email calendar. This makes it easy to work in a structured way.
  • Whether you work on a PC, from your mobile phone, in the field or as a sales manager, you can customize the CRM platform to your needs.
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Image of Zendesk Sell - CRM from Google Play Store

Zendesk Sell offers mobility via its mobile app

The user interface is very clear, you have offline access and the system syncs across the devices connected to your account. Zendesk Sell is a cloud-based SFA software solution that you can easily log in to from any device. One feature that sets Zendesk Sell apart from other cloud-based SFA software solutions is its intuitive and user-friendly interface.

Zendesk Sell has integrations with several well-known systems

Zendesk Sell has integrations with a number of other systems that enhance the CRM system. Integrations include PandaDoc, Harvest, Magento, interactive maps, WooCommerce, Cisco, Calendly, Hubspot, Shopify, Mailchimp and Zendesk Support to name a few. In addition, you can purchase Sales Engagement Tools (Reach) to help your sales team connect with qualified leads, as well as enrich the contact information you already have.

You can easily integrate Zendesk Sell with existing or required business processes to further increase the functionality of the CRM system.

Customer support for Zendesk Sell

In addition to getting access to Zendesk's customer support team if you purchase Zendesk Sell, if you purchase Zendesk Sell via Kundelab, you will get access to Norwegian customer support for Zendesk Sell. Read more about Support for Zendesk here.

A CRM system with good security

Zendesk Sell is a secure CRM system. As part of the Zendesk suite, Zendesk Sell has implemented security measures to protect users' data and maintain privacy. Some of these are:

  • Data encryption
  • User authentication
  • Access control
  • System monitoring

A CRM software with reporting tools for sales activities and sales forecasts

Zendesk Sell also provides comprehensive reporting capabilities that give your business insight into sales activities and performance. These reports provide valuable insights that can help businesses make informed decisions about sales strategy, customer strategy and resource allocation. Zendesk Sell also has a powerful sales forecasting feature that helps businesses predict future revenue and sales opportunities. This allows companies to plan and adapt to future sales activities and resources.

Zendesk Sell CRM system price

Prices for the Zendesk Sell CRM system may vary depending on the number of users, features and additional options selected. Zendesk Sell offers several pricing plans tailored to different needs. Contact us to find the plan that suits you best.