Zendesk Sell CRM: Top Features and Full Review

About Zendesk

Zendesk is trusted and used by over 100,000 businesses to help them improve their customer experience. Zendesk Sell CRM promises to enhance your business's productivity, processes, and pipeline visibility for your sales team. It will turn your conversations into conversions.

Zendesk offers a variety of rich features that will streamline your customer and client communications while providing you with the right insights and tools to maximize your campaign's performances to reach wider audiences and generate more revenue.

Besides CRM software, Zendesk offers a variety of other products that help boost your business's productivity and team efficiency such as:

• A ticketing system
• Sunshine platform
• A live chat messaging software
   

Zendesk Sell Key Features

Sales Email Intelligence

Zendesk's sales email intelligence tools allow you to track your emails in the Sell UI and receive real-time notifications when your emails are clicked or read so that you can reach out at the right time. You are also given the power of email automation. You can set and save an unlimited number of email templates to be sent in bulk with tag merges to add a human touch. Moreover, email intelligence allows you to set up task sequences to engage with your leads and prospects automatically.
 

Native Dialer

Zendesk Sell CRM packs a native dialer where you can make calls straight from your CRM software. You get to log and record every call, which allows you to capture critical details, review your team's performances, and provide them with feedback. You also get specific call analytics and metrics, such as call count, duration, and outcomes.

With a click of a button, you get a call started with your leads and prospects. You can set and store call scripts and notes, so your team and you can say the right things at the right time and keep the conversation within context.

Lastly, you can also send text messages to follow up with your leads, and you can attach all your SMS messages to your lead, contact, and deal cards.
 

Integrations and APIs

Zendesk Sell can extend its functionality to any of your existing business systems and applications and seamlessly integrate with them. Zendesk also offers its API for developers to build their own solutions and application to integrate with Zendesk Sell CRM.
 

Sales Prospecting

Sales prospecting will help you win more prospects and increase your conversions. You can create targeted prospect lists and identify the right professionals in each account, and swiftly engage with your prospects across multiple channels.

Furthermore, you can build your targeted lead list using industry, company size, role, and more and then automate your outreach with Zendesk Sell's integrated communication tools. Zendesk also allows you to take advantage of untapped markets with access to over 20 million businesses with its intelligent lead recommendations.
 

Sales Reporting and Analytics

Zendesk Sell CRM will provide you with all the data and metrics you need to gain better insights into your sales performances and gain clearer visibility into your pipeline. You can also break down trends in your sales regions or teams to uncover factors that drive performance. You are provided with over 20 chart types ready for you to use and customize. You can tweak the formatting of your report to make your data easier to read and to match your business branding.

Moreover, you are gifted with the power of forecasting revenue growth and deal volumes to optimize planning efforts for sales strategy and team management. All reports produced with Zendesk Sell CRM can be downloaded and exported as images, PDFs, CSVs, or Excel sheets.
 

Mobile CRM

Zendesk offers its Sell CRM package in a mobile application compatible with both Android and iOS. The Sell native mobile sales application provides easier communication access between businesses and their clients from anywhere.
 

Zendesk Sell Plans and Prices

Zendesk offers four subscription plans for its CRM software:

Sell Team plan: $19/user/month, billed annually

The Sell Team plan includes the following features:

• Email integration
• Up to 3 paid users
• 1 custom sales pipeline
• Built-in click-to-dial & call recording
• Fully featured mobile CRM
• Apps & integrations
   

Sell Professional: $49/user/month, billed annually

This plan packs the following features:

• Email integration
• Unlimited paid users
• 1 custom sales pipeline
• Built-in click-to-dial & call recording
• Fully featured mobile CRM
• Apps & integrations
• Personalized bulk emailing
• Unlimited email templates
• Sales goals & forecasting
• Unlimited custom fields
• Advanced call analytics
   

Sell Enterprise: $99/user/month, billed annually

The Enterprise is the fully-featured CRM package; it includes:

• Email integration
• Unlimited paid users
• 2 sales pipelines
• Built-in click-to-dial, call recording, & power dialer
• Fully featured mobile CRM
• Apps & integrations - PREBUILT & CUSTOM
• Personalized bulk emailing
• Unlimited email templates
• Sales goals & forecasting
• Unlimited custom fields
• Advanced call analytics
• Activity reports
• Advanced permissions
• Product catalog
• Lead and deal scoring
• Task automation
• Customized notifications
   

Sell Elite: $199/user/month

The Sell Elite plan is an upgraded version of the Enterprise plan, which offers everything in the previous plans, plus the following:

• Open API
• Rep performance reports
• Advanced sales insight reports
• Success insight reports
   

Customer Support

You can reach Zendesk's customer support team by live chat and phone at 888-670-4887. A help center is also available to help you through any issue or inquiry you may have regarding any of its products or services. Live training and webinars are also provided to walk you through Zendesk products.
 

Final Words

Zendesk Sell CRM offers comprehensive business sale solutions and unifies your client and lead communications. Zendesk promises to turn your conversations into conversions and increase your team's efficiency with its automation tools and built-in dialer.

You can try the Zendesk Sell fully-featured CRM package for a month with its generous 30-days free trial before committing to a subscription.