Zendesk Sell Erfahrungen

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.

It's easy to store clients and manage your deals.

It's not very well integrated and we found a better system to use. Sinds 2013 we had a subscription and this was still active till April. When I wanted to delete my account on time, my complete account was deleted right away and that's it. No money refund when you pay for 7 years in a row prepaid and no access anymore for the period you paid for. This is how they treat customers who want to try something different after being a customer for 7 years .

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.

Easy to use. Reasonably priced compared to its competitors. The easiest way to increase sales. We are very honored by the positive feedback of our customers. This product has become the source of our happy customers.

There is nothing I really dislike. I would recommend it to anyone to give this product a chance and see the increase in sales.

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

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.

They good at show how time to spend on each prospect via Smart Status. Pipeline provide the specialization of each stage require you focus to move deal next stage. The UI:UX is modern and fresh. Its colorful then your eye will interact faster

Not have an overview for the pipeline, you should go to report to see. The left-sidebar only provide the information key-in with the Bold style so it may difficult to see and assumpt

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!

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.

We love the app and the ease of use. It has been great for tracking sales and tasks associated with closing deals. It's also been great for ensuring collaboration and keeping everyone in the loop.

When we do have technical issues (which is rare) it can sometimes take a full business day for support to respond. Not a huge deal because nothing is ever business-critical in nature, but it would be nice if they had a chat feature to live chat about quick questions.

its easy to use but lacks common functionality

lack commonly functionalities other CRMs have
Poor reporting and extremely expensive for the poor reporting

This CRM was easy to set up and makes it easier to communicate with my team and keep them updated on the status of our clients.

I would like the data fields to be more customizable. I would also like to have multiple ways to search for a lead in the CRM.

It has robust capability and is rather easy to learn how to use. Even with minimal time invested in training you can get a lot of use from the tool.

There are some navigational thing that are not intuitive to use. They work but you have to learn how to move around the way that they designed it.

Base has taken away all the manual entry that sales reps complain about. The mobile app is excellent and allows the sales reps to instantly update their activity, accounts, and pipeline.

They should continue to look at integrating their system into more software programs that will add value to a sales reps and business capabilities, while keeping Base a very sales a focused program.

Base CRM has been helpful for my sales team to manage the prospects. It helps the team to be accountable and they understand the status of the prospects and the next step to perform with them.

Deals can be created with the prospects and the tasks can be assigned to the sales team via this CRM. Helps with visual statistics.

The layout is simple and straightforward. Pretty clear, and, aesthetically speaking, well done!

Really enjoyed working with the team to get Base CRM implemented. Super helpful customer success manager + engineer!

There were certain contingencies we required upon acquisition and they were promised to be done within six weeks. That never happened. There were several other aspects that we needed, were promised, and subsequently never delivered (we've had Base for over 9 months to date).

For data import it was fairly easy, but record sanitization was not simple. The way duplicates were (and were not) matched were really difficult to the point where we built out own system outside of the CRM to sanitize.

I found the system to be really easy to use and integrated well with other software programs. The interface was also clean which I think improved navigation.

When my team ran into a problem with the software, customer service wasn't the easiest to get a hold of.

fast interfase with easy access to contact and deals with just a few clicks and the ability to send and receive messages

Does not support email integration similar to constant contact or mailchimp or social media interaction features

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.