Zendesk Sell

Zendesk Sell - Features, Pricing, Alternatives, and More

Matthew Guay
Written by Matthew GuayLast updated December 6, 2018

Advanced CRMs can be complicated. Very complicated. They're filled with forms and options, places to track contacts and leads and deals and everything else you could think of. Theoretically they should simplify your sales process, but realistically they'll take a lifetime to master. You're busy, and so you'll be inclined to keep using whatever you're using now instead of investing the time into learning how to use a new CRM.

There are simpler CRMs, ones aimed just at tracking contact info or keeping conversations in one place. They're great and far easier to start using but may not have enough power for your business. If you really need to track leads, convert them into deals, and specify a specific sales pipeline for your team, you'll need something more powerful.

Zendesk Sell strikes a happy balance between the two extremes. It's designed for keeping up with the most complicated sales pipeline, and yet it's simplified away the complexity so it's not much harder to start using than the simplest CRMs.

You'll find an easy-to-use interface in Zendesk Sell that puts the emphasis on your content and what you need to do next. Open contacts or your sales pipeline, and you'll see the list of entries you'd expect. On the sidebar, you'll see a Filter toolbar that has quick tools to narrow down your search and see just the contacts or deals that you want to see.

Then, its most unique feature is its customized sales deal pipeline. You can define the sales stages that your team needs, then browse through your pipeline and see the potential deals in each stage—complete with their value. Hover over the right side of a deal, and the sidebar will turn into a bar with the next stage in your pipeline, so you can drag and drop your lead right into the next stage. There's no clutter, as all the deals are hidden away, but there's still the drag-and-drop simplicity to move the deals along.

There's more, too. The Communications Center packs all the power of a conversation-centric CRM. It'll automatically sync relevant conversations from Gmail and Outlook to Zendesk Sell, so you won't have to copy or forward emails to keep track of them. You'll be able to then use Zendesk Sell's powerful filtering to sort through conversations, attach them to deals, and more.

When it's time to step back and see what your team has accomplished in Zendesk Sell, you'll find its reports tool to be as easy to use as the rest of the app. It automatically builds dozens of specific reports about your sales pipeline, communications times, phone calls, and more. There are even the same filtering tools in reports that you've gotten used to in the rest of the app, giving you a simple way to drill down into the reports without having to generate custom reports for everything.

Powerful doesn't have to mean complex. That's what Zendesk Sell is trying to prove, with a combination of intelligence and a simplified UI that only shows you what needs to be done next. And it's doing a pretty good job of that.

Have any feedback on this overview, or something we should change? Let us know!

Zendesk Sell Features

  • $19/user/month Team plan for up to three users with basic sales tracking and reporting, pipeline customization, and admin-only fields
  • $49/user/month Professional plan with bulk email functionality, sales goals and forecasting, and Mailchimp and Zapier integrations
  • $99/user/month Enterprise plan with lead and deal scoring, task automation, and advanced permissions
  • $199/user/month Elite plan with unlimited sales pipelines, premium customer support, development API, and advanced insights and dashboards

All prices based on annual billing. See Zendesk's pricing page for monthly billing rates.

Zendesk Sell Pricing

  • Simple drag-and-drop sales pipeline
  • Simple lead capture forms that integrate with LinkedIn and Facebook
  • Reports and sales forecasting
  • Call and SMS integration
  • Optional integration with Zendesk customer service suite
  • iOS, Windows, and Windows phone apps that work fully offline

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Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

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