Zendesk Sell Erfahrungen

I used this product when it was Base CRM. It was a great crm, no fluff, just basic CRM features that worked really well.

Zendesk's acquisition of this product was a disaster! They've got a bunch of bugs with bringing it into their ecosystem. It took almost a month to provision our account. Yes... we paid for a month of "we'll get it working soon, I promise!" Since then, in the past 6 months, our account has just disappeared as if we cancelled it (we paid for the year already). No login, no access to information, and no support. Support from Zendesk takes a few days per response. Getting back into our account last time took over a week. Right now, we're locked out of our CRM. It's costing us tons of money!

I'm in the real estate field and I've used maybe a dozen different CRMs over the years, both for myself and at different companies. I've worked in Salesforce, Top Producer, and CINC extensively. I found Base on accident while I was trying out a handful of new CRMs to kick off a new independent venture, and it's easily the best one. It automatically logs a huge number of my activities so I don't have to take notes, includes a built-in phone system so I can make all calls through my computer quickly (and automatically track them), and it's really intuitive and easy to customize. Funny enough, I think one of their smartest "features" is that they give you a 30-day free trial on a full-service version of the software up front. Because it's a really intuitive system, getting a chance to click around in the CRM and test out how I would set it up made it clear quickly it was going to be an excellent option. PS - the customer service is fantastic. I'm admittedly a bit of a high-maintenance client, and they always respond quickly and with clear answers.

There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas.

I have used this CRM for 5+ years now and have tried a lot of other CRM's over the years and keep coming back to this. Its simple, easy to use, the layout makes sense for how a relationship progresses over time, it integrates into a lot of other software. I just love this in every way.

I honestly have no cons with Zendesk Sell. I love this software.

Automatic email, call, and text tracking, great full-featured mobile app, powerful and super intuitive web interface.

Lack of out of the box integrations compared to less user-friendly tools like Salesforce or Zoho, additional products from Base (reach prospecting / apollo) that extend functionality only available to larger teams

This product was the 4th CRM our company tried before we found the customization we were looking for. This program currently manages customer contacts and all job information for 7 different construction supply companies under our umbrella. We couldn't be happier!

They will customize A LOT...However, some things they just aren't willing to change. I understand, but it can be a little disappointing.

All the information for a client is stored into one. You can see if an email was sent outside of Base or if an email that was sent from Base was opened and if so, how many times.

It does sometimes shut down and if so it does for hours. Believe they may have fixed the glitch though as it has not happened in some time

A straightforward, simple tool that allows good lead and deal management. Not many integrations but you can do a lot with custom API

Leads and contacts are separate which can create duplicate issues. Email sequences can be improved.

Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.

This is a new offering for Zendesk and the onboarding process left a lot to be desired. I do believe this will improve over time.

Zendesk Sell is easy to use, pushes notifications where needed, and is great for small teams.

There can be frustrating roadblocks, such as when there are similar names or the CRM gets confused, however this can usually be smoothed out fairly quickly.

The best aspect of this product is its flexibility and cross functional uses. I am able to manage from a sales operations standpoint and all of the reps are able to track and log from their mobile devices. The ability to customize the funnel stages is also critical to the way my company uses Base and makes our entire sales team far more efficient.

There are some drawbacks in the analytics side of Base CRM. I do not always have the ability to procure the reports that I need and must accomplish them in the excel outputs. It is a manual process but only for the folks doing a deeper dive into the analysis.

I like how I can keep track of my leads. I can turn them into whatever categories I choose and I can follow them through until they become clients.

I don't like the lack of integrations. When I want to integrate with other software Base is very lacking in that regard.

Base's Support Team is fantastic. They flew out members of their team to get us set up. They gave shirts and other swag, and were a delight to deal with. Online support is fantastic, and quick. Base itself is easy to use, and has a streamlined work Flow. There software is very user friendly and modern. You can get up and running in a matter of days. Reach out to them and find out if their software will fit your needs. Either way, I'm sure they will be warm and welcoming to your team.

We ultimately moved away from base because there was no way to create some key API integrations that we needed in our industry. I occasionally imported a doc that resulted in a few hundred duplicate users. They could be cleaned up quickly, but still inconvenient. :(

Base is great for small companies that want to get started with a CRM that has fantastic user support, easy information entry, and fantastic smart lists. If you are a company that has between 100 to about 2000 clients, you will love Base and their team. It's powerful, and can be taught in a day and shows users value from day one.

Let's face it, you are town between using Base or Salesforce, and so were were. While base is cost effective in the beginning, we spent hundreds of engineering hours trying to migrate to Salesforce eventually, resulting in a negative savings. While I love Base for it's simplicity, if you know you will one day move, move to Salesforce today. Maybe one day Base will offer the amount of features and integrations that Salesforce has, but not today.

It's easy to use. You can sync on mobile devices and desktop computer. It's great for groups and team work. Base works very well on a mobile phone, in my case an iPhone. It's very easy to navigate between the dashboard, to the leads, contacts deals tasks calendars and reports. you can even enter your email setting to save every email in the system regardless of where you send it from. Even when emailing from your computer software like Outlook or Mail, Base will grab this email and include it in your Base database.

I haven't had any problems with Base, short of the speed in which it was working on cellular network. At first I needed to clarify myself with the terminology they use (i.e. what's the difference between a lead and a contact.) However, once I realized how they think about it and present it in the software, it all made sense.

Great for the team. Makes less busy work.

Activity tracking could be more enhanced

Easy to set up customer database that can store related documents and images

No calendar sharing between team members makes this product an expensive rolodex.

I really liked the contact management and deals management. The reporting was amazing and it was very customizable. The integrated voice option was very nice too. UX design was great too.

I wasn't in love with switching between screens all day long. It also did have a learning curve and my employees didn't like it. Lastly, it was more money than I was looking to spend per seat.