Quick Facts about Zendesk SellStarting price: $19 per month. Main features:
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Zendesk Sell is a simple and modern customer relationship management (CRM) sales solution offered by Zendesk with a variety of tools to measure productivity, deliver a better customer experience, and gain visibility into reporting and analytics. Below, I’ll detail what CRM features Zendesk Sell offers and more.
1
Monday CRM
Employees by company size
Micro (0-49), Small (50-249), Medium (250-999), Large (1000-4999), Enterprise (5000+)
Any size of company
Any size of company
Characteristics
Calendar, collaboration tools, contact management and more
3
HubSpot CRM
Employees by company size
Micro (0-49), Small (50-249), Medium (250-999), Large (1000-4999), Enterprise (5000+)
Micro (0-49 employees), Small (50-249 employees), Medium (250-999 employees), Large (1000-4999 employees)
Micro, Small, Medium, Large
Zendesk Sell Pricing
- Sales team: $19 per agent, per month if billed annually or $25 per agent, per month if billed monthly. This tier includes up to two customizable channels, task and appointment settings, robust APIs, and more.
- Selling Growth: $55 per agent, per month if billed annually or $69 per agent, per month if billed monthly. This plan includes all the features of Sell Team, plus a product and pricing catalog, sales reports, forecasts, and more.
- Professional Sales: $115 per agent, per month if billed annually or $149 per agent, per month if billed monthly. This includes all of Sell Growth’s features, plus lead and deal scoring, task automation, advanced permissions, and more.
Key features of Zendesk Sell
Custom Dashboards
Zendesk Sell is a centralized platform that acts as a hub for managing leads, contacts, and account information. Quick access to this information gives you complete customer context before a call or meeting. Any user can view and customize 10 drag-and-drop widgets to monitor sales goals, deal activity, and tasks through performance dashboards.
Task player
Zendesk Sell offers a suite of productivity tools, such as the Task Player. This tool allows users to work uninterrupted on routine sales activities, such as communication and follow-up. The Task Player is designed to make task completion faster and easier. It displays the context of each individual task at the top of the screen and the lead, contact, or deal related to that task, all on one page.
Pipeline analysis
Zendesk Sell can give businesses full visibility into reporting and analytics so users can plan, track, and analyze their sales process. With pipeline visibility, users can access accurate forecasts to predict deal volume and revenue growth, as well as advanced analytics. The pipeline analytics feature analyzes the progression of leads and deals to quickly identify bottlenecks at each stage of the pipeline and take immediate action.
Auto dialer
Sales reps can use custom call lists that automatically go through prospects or customers to quickly contact them. Whether for follow-up meetings, cold calling, or prospecting, this can reduce time spent dialing and increase productivity. After each call ends, the user will receive a pop-up with a call summary where they can record the outcome of the call and any relevant notes. Users can also create tasks and reminders before moving on to the next call.
Advantages of Zendesk Sell
- 14-day free trial.
- Users report a clean design and interface.
- Integrates with Microsoft Teams, WhatsApp and more.
Disadvantages of Zendesk Sell
- Reports of poor customer service to the system.
- Users report that the system is running slowly.
- Limited email automations.
Alternatives to Zendesk Sell
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Zoho CRM
Zoho CRM is a powerful collaborative CRM software. With its 360-degree view of customer profiles and automation processes, businesses can manage all sales activities from lead generation to deal closing. While Zendesk Sell can integrate with some social networks, Zoho CRM’s omnichannel marketing is comprehensive and ideal for businesses looking to use social media for lead generation.
For more information, check out our Zoho CRM review.
HubSpot
HubSpot is our top-rated free CRM software. HubSpot offers a robust free version that businesses can implement with a simple onboarding. HubSpot also offers AI-powered tools like conversation intelligence. If you're looking for a tool with robust integrations, I'd recommend HubSpot over Zendesk Sell.
Check out our full HubSpot review for more details.
Pipe unit
Pipedrive is a scalable solution with intuitive pipelines and lead management. This makes it a great CRM provider for small businesses. Like Zendesk Sell, Pipedrive doesn’t offer a free lifetime version of its product, but Pipedrive does have more premium plans and features to choose from.
Read our Pipedrive review to learn more.
Review methodology
When evaluating Zendesk Sell as a CRM software provider, I considered key offerings, CRM pricing, ease of use, and more. I rated Zendesk Sell based on my internal rubric with defined criteria that take into account the most important considerations when choosing CRM software.
These are the criteria I considered when reviewing Zendesk Sell:
- Cost: Transparency on costs, payment options and pricing compared to industry standards.
- Main features: Standard capabilities of an average CRM vendor, such as pipeline management or lead scoring.
- Advanced Technology Offerings: Unique or industry-specific functionality that a vendor might offer in addition to core features.
- Ease of use: Easily navigated or implemented by users with different technical skill sets.
- User reviews: Average user reviews about the provider, either praising or criticizing features, platform user interface, or support.
