Zendesk Sell Reviews

Great CRM, a ton of functionality and the user experience is quite seamless.

Comments: Great team collaboration and communication.

Pros:

The user experience is quite seamless, also easy for new users to understand the platform with ease.

Cons:

The pricing structure was disappointing, and not realistic for a lot of agencies that have a larger team.

Solid SMB/SME CRM. Reports are lacking but otherwise great UX

Pros:

- Direct mail integration (no bcc required) saves everyone a world of hassle - Very easy to create customized lists of deals - Mobile app is very, very good - Easy to customize deal page with relevant info including "smart links" to 3d party sites - Decent UI and easy to understand - Integrated Dialer would be great if we weren't already using Dialpad - Quick onboarding, decent SFDC import - Zapier integration

Cons:

- Reporting is completely inadequate: - No good way to report on lead sources - No way to report on leads by assignee - No way to create new reports if the pre-made ones don't do enough for you - The UI is surprisingly slow. Like, a-full-second-for-a-simple-lookup slow. This is not a complete dealbreaker, but is pretty irritating - Associating contacts to deals doesn't associate your comms w/them to the same deal, so if you have a lot of back and forth with someone about a deal, but forgot to add them to that deal in Base, you won't see the communication on the page for that deal. -

Not worth it

Comments: We were trying to integrate our sales and support management systems, but we could never get Sell working reliably enough to even start working on the support migration piece. Their support was so poor, we didn't trust them to be able to help us with our mission-critical support application.

Pros:

The layout is attractive, and adding custom fields is easy.

Cons:

There were lots of opportunities for this software to be a lot better than it was, and Zendesk doesn't seem to be interested in improving it. The main reason we chose Zendesk Sell was because we wanted to integrate our sales and support instances, but we were never able to get it working. It's impossible to rearrange columns in reports and you can't filter on certain things. There are simple issues, like when you export a list the FIRSTNAME and LASTNAME fields are combined and can't be separated. Their support was AWFUL; they routinely took SIX WEEKS to respond to urgent requests from us, and even then they didn't fix the problem.

Awesome CRM tool!

Comments: It has been an amazing journey full of learning tips and easy automation.

Pros:

1. It makes making decisions easy as the data needed is viewable and at a glance.2. It has intuitive sales management tools such as automated auto-messaging of customers.3. You can easily locate and keep track of leads for future sales and marketing calls.4. It enables uninterrupted workflow as the task player automates activities.5. Its email integration feature is amazing and easy to use.

Cons:

1. It's a bit pricey if you want more of the advanced features.2. It has a steep learning curve which might be a discouraging factor for some.3. It does not have built-in marketing features, you will have to do the marketing yourself.

I Love This CRM!

Pros:

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.

Cons:

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

Great Tool for Keeping All Your Clients Together

Pros:

Really comprehensive. I found myself adding things to client profiles, interactions, and deals just to fill in and use all the features! Really fantastic for keeping everything related to a client and their deals organized.

Cons:

Some things are too specific and didn't fit perfectly with my work flow or type of business. The Client Space, while a fantastic idea, needs work. It's a bit user unfriendly on the client side. Also, it's pretty ugly which is a shame since the rest of Base looks so good.

Just wasn't a good fit for us

Pros:

It was great to be able to keep track of conversations with priority members and for the internal team to also know what those conversations entailed... when it worked.

Cons:

It just didn't work for us and customer service was never helpful when it came to us asking for help. After over 6 months of the team not being able to connect their emails so the rest of the team could see conversations with members, we called it quits. Additionally, instead of helping us with the issues we did have with the platform, customer service was always trying to upsell us to features we didn't even need.

One of the best CRM's around

Comments: We didn't want our entry level sales reps to have access to the information for CEO's and other C-level contacts. Our old CRM didn't let us assign access. Only what people could change within a contact.

Pros:

We needed to find a CRM that would allow us to assign access at different levels. Other CRM's had fallen short for this.

Cons:

It's a little more expensive than I like if you want to use all the features.

Base is a solid foundation

Comments: Great product. Simply CRM for any small and large company.

Pros:

I love Base and have used them for years! They have a very solid web and mobile application that does exactly what you need it to do, track sales! Its super easy and one that I was drawn to early in my sales career because it was so easy to get started.

Cons:

I would love the ability to test more of their newer apps on a trial basis. Right now it is invite only.

#1 sales CRM hands down !

Comments: As a Professional Business Technology Consultant for over 15 years, I've created, integrated and supported CRM Apps in verticals including but not limited to: Legal, Real Estate and Renewable Energy projects. Throughout my professional tenure I've not only written code but have had the experience of collaborating with EVERY SINGLE professional CRM applications on the market. My conclusion, Base CRM is THE answer to streamlining your sales & marketing processes and cycle.

Pros:

SIMPLICITY SELLS! This is the genius behind Base CRM.

Cons:

None that I've ever experienced in 3-4 years.

Zendesk Sell: Mobility and Integration Solution!

Comments: Zendesk Sell was well rounded and flexible to cater to our needs. It has various features that we are able to utilize, and smoothen up the sales process, such as customization of sales deals, automation of tasks and roles, forecasting sales, deal customization, even the organization of smart lists, and yeilding reports.

Pros:

As an independent sales representative for Medical Justice, we aimed to be both mobile and flexible for our clients. The company has then decided to dive into an all new CRM software that brings forth mobility and integration that would allow adoption and improvement from the representatives; this is how Zendesk Sell came into the picture. Zendesk Sell happen to offer and provide every detail the company needed for a CRM. It was perfect! It was our solution!

Cons:

So far, it's has been helpful and we love the fact of how flexible it was to cater to our needs, therefore, there is nothing to dislike, nor cons that we could think of.

Very friendly UI, great software and can be customized

Pros:

Zendesk sell have been one of the best CRM software that I have tested and used in the past. It has very friendly UI and can be customized to your liking. The best part that i liked about Zendesk sell was that it was able to be linked with microsoft office which allowed connection to emails and calendars (sync and will remind you if you have a reminder placed). It also can be implemented onto mobiles which is useful at times and from experience, the mobile app is superb. No issues whatsoever with the mobile app and doesn't lack the functions it have on a desktop. Pricing for this product is very affordable for what its got to offer. Overall this product is great and I do highly recommend it to others.

Cons:

The only thing that I dislike about this software is that it takes a long time to load up compared to other similar softwares.

The Base CRM app is for the truly organized.

Comments: Base CRM is a customer relation mangement tool with a low price tag and high return. Check it out.

Pros:

I bought this in the iTunes App store a few years ago and remember it was a really good app. The only issue is its for the truly organized. I realize that I was not the type of salesman for this app. This app is for a salesman who truly sets appointments and needs to care about and follow up with his/her leads. It has goals and everything imaginable. I was just a simple windshield replacement guy who came for a one stop close and moved on. I also attempted using this for my sales as a home security guy but it never stuck with me. The reality is this is for larger sales and more "qualified" and traditional salesmen and businessmen. Check it out. If it is right for you you will appreciate it 100%. All that I said will make sense when you actually see it. It was cheap enough to have no money wasted .

BASE

Pros:

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.

Cons:

Google apps sync is really bad, users all over the world complain about the very poor solution it

BASE CRM: Love it!

Pros:

BASE is clean and simple, yet powerfully effective as a CRM. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. It allows you to tailor your database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited / private, or made public for the entire team to access. I feel like it's hip and cutting edge product; not at all stuffy.

Cons:

The one complaint I have is when you do talk to a team member over the phone, there's a lot of background noise in their office. I also wish some of the commonly-used fields would transfer to new Contacts, like Phone Number and Industry so that those don't have to be retyped with new contact entry.

Great modern day CRM

Pros:

Unlike Salesforce, Base CRM was created in the cloud. It is a great sales and client communication tool. The best feature is the mobile app for Android that integrates with your text messaging.

Cons:

Base CRM is a bit more pricey than its competitors. Additionally, you have to pay for each employee that uses it as compared to paying for a group of individuals to have access.

improving now that it is merged with zendesk

Comments: in the past it was a love hate relationship. Now that they are merged with Zendesk it is getting much more positive.

Pros:

cost effective way to do customer management

Cons:

features difficult to use or we don't even know they exist without a lot of digging. Changes are never announced in a way where we know what new features are launching

Great CRM

Comments: I use Base daily to keep track of my notes and clients. I can upload files and import my emails so everything is in one place. Every day I go through my daily tasks and update my deals. The tool is easy to use with a lot of options.

Pros:

I really like to have everything in one place. All of my files, emails, tasks, contacts, notes, everything is all connected. Having it all in one place simplifies my life a lot. I also like that you can assign things to other people.

Cons:

The mobile app is awful and rarely works.

Good for product based sales, but not so much for services

Pros:

It has a user-friendly interface with a good number of tutorials and webinars to help you learn the ins and outs of Base.

Cons:

It is still growing to meet the needs of clients that have very specific needs with more customization. It also isn't designed for a service that has recurring monthly payments and service offerings. For example, Base itself has three paid levels. To organize a pipeline for those sales, you would either have to recreate a deal every month, or leave them in the pipeline forever. Neither of those is a great option, and the reporting features are rather useless when the latter option (which we do) is used. Since they never truly "close," since they are recurring, and even a lower level service commitment is still a revenue generator for us, the reports cannot give helpful information.

I am glad i found base

Comments: Full featured CRM for a fraction of the cost

Pros:

I found base to be extremely easy to use. It had all the essential features of a SALES focused CRM. We do a lot of direct mail marketing so it was important that we had a system that allowed us to easily maintain various contact list and tag them appropriately

Cons:

Although it is a Sales focused CRM i would at least like to see the ability to group leads or contacts into campaigns in the future. Right now we accomplishing this by simply adding tags.

Fantastic and easy to use

Comments: I have done a lot of research and used a lot of CRM. Base far exceeds the expectations I had for it. It is extremely customizable to fit your specific needs. The interface is very user friendly and puts all of the information you want to see in one place. The customer service is fantastic. The cost is a little more expensive than some of the other CRMs. But I am a firm believer in "You Get What You Pay For." With Base you get that an more. I would recommend this to anyone looking for a quality CRM.

Pros:

Easy to use, Fully Integratable with other systems through their open API. Everything you need is in one place.

Cons:

Set up costs are a little high.

Excellent solution

Comments: Base is a very intuitive, easy to use, CRM. It has a very streamlined sales pipeline interphase, a simple contact managment data entry format and custom data fields that are simple to set up and very useful for tracking unique datasets.

Pros:

The user interphase, ease of integration with Google Apps, the platform and the price.

Cons:

The steep increase to get the professional suite of tools.

Base CRM review

Pros:

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.

Cons:

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.

Worst CRM I have used, doesn't work half the time and has terrible customer support

Comments: Avoid this, stick to either Salesforce or Hubspot. Wanted to give this system a chance but the code is so bad and the amount of times things break or functionality doesn't work is shocking. Upgraded our service and half the stuff stopped working... My director is so tired of using them that we are going to migrate to Hubspot or anything else. Their customer support has been really below par.

Pros:

The recording of the calls feature.

Cons:

It's slow, breaks down at times, calls don't work half the time, entering numbers to call can't be done in certain ways on some forms, support is slow. Smart lists views leave way too much spase at the top of the screen, so you can only see a few contacts at a time.

Good in managing sales

Pros:

The software is good in managing sales, I like the report making which you can use to create a report that can be exported for offline reading and analyzing of sales data

Cons:

The tool is bought independently which makes the software to be expensive to use for smaller businesses