Zendesk Sell

Get to know Zendesk Sell

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.

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Nutshell

CRM (Customer Relationship Management)

Zendesk Sell Updates

New for Our Zendesk Sell Integration: 16 New Triggers, Searches, and Actions