Zendesk CRM 评论

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要点:

  • Zendesk Sell, a CRM tool offered by Zendesk, provides lead management and direct sales features, a user-friendly interface, and a mobile CRM application with geolocation feature. It is a top recommended option for freelancer and small business customer database and lead management (Source: https://fitsmallbusiness.com/zendesk-sell-review/).
  • Zendesk Sell received high scores in pricing, general features, customer service, and expert score, but lower scores in niche features and ease of use due to additional fees for advanced features and technical skill required to operate the platform. It still remains a good option for those whose priorities align with more general features (Source: https://fitsmallbusiness.com/zendesk-sell-review/).
  • Some of Zendesk Sell’s reporting and data enrichment features may require higher-priced plans and add-ons for a higher cost, which could be a limitation for some users. Nevertheless, its benefits still make it a great option for freelancers and small businesses in need of CRM software (Source: https://fitsmallbusiness.com/zendesk-sell-review/).

Overview of Zendesk CRM

Zendesk CRM 是一个 awesome cloud-based software. It has lots of customer service tools to offer businesses. Use it to engage customers with email, social media, voice, and chat.

A cool feature is the self-service portals. They help customers find answers fast! Plus, there’s a ticketing system. It puts all customer interactions in one place. So businesses can track customer journeys in real-time.

Zendesk CRM also has AI-powered chatbots and customisable dashboards. These streamline customer service processes. Plus, they give businesses automation powers to boost customer satisfaction. Businesses can manage customer interactions easily. And they can evaluate customer satisfaction and feedback using analytics and reports.

This system is scalable and customisable. It fits businesses of any size. To sum up, Zendesk CRM boosts customer service operations, improves customer satisfaction, and increases sales. Get the chance to transform your customer service with Zendesk CRM today!

Advancements in Zendesk Sell Analytics

Zendesk Sell Analytics has significantly improved thanks to its advanced features. In this section, we will discuss the benefits of its Smart Lists and Reporting Options. These features enable remote teams to work with all the necessary data on one platform, without encountering any integration issues.

Smart Lists and Reporting Options

Zendesk Sell offers businesses a range of advanced features to boost their sales process. Smart Lists can be used to filter leads by criteria such as location, deal size and contact info. This helps prioritize leads and identify bottlenecks.

Reporting Options provide essential analysis parameters, such as performance indicators, customer trends and revenue figures. Reports can be exported in formats such as PDF or CSV, and can even be integrated with third-party applications.

仪表板 can be set up to get daily updates on different metrics in one place. Advanced analytics tools can give deeper insights for better performance.

mobile CRM applicationgeolocation capabilities is unique to Zendesk Sell. Field agents can access their data on the go and receive real-time notifications.

For businesses wanting simple yet effective CRM solutions with robust reporting, Zendesk Sell could be an ideal choice. However, it may be too pricey for cost-effective solutions. Lead generation and data enrichment features come with extra costs.

To get the best out of Zendesk Sell, use Smart Lists to speed up processes. Customize reports to know more about leads. Use geo-data enabled mobile applications when selling activities happen away from the office.

Comparison with Zoho CRM

We compared Zendesk CRMZoho 客户关系管理系统 to gain valuable insights on customer relationship management (CRM) software. Both have a wide variety of features, but also advantages and disadvantages.

To evaluate their differences, we created a chart. Zendesk CRM starts at $19/user/month while Zoho CRM at $12/user/month. Zendesk CRM is simple and user-friendly, however, Zoho CRM can be overwhelming. Zoho CRM has more integrations than Zendesk CRM, which has limited options. Additionally, Zoho CRM offers more customization options.

Zendesk CRM is an ideal choice for companies that need a user-friendly CRM tool. TechRadar praised Zendesk CRM for its “intuitive design and ease of use.”

To decide between the two, businesses must consider their specific needs. Zendesk CRM may be better for those who prioritize ease of use and customer service experience.

New Updates in Zendesk Sell

Recently, Zendesk Sell announced exciting updates that enhance the functionality and effectiveness of businesses and sales teams. Two key updates include the ability to explore custom reporting and the use of third-party data sources for prospecting with Reach.

Explore Custom Reporting

Zendesk Sell’s Custom Reporting offers personalized reports to monitor sales activity and performance. Users can gain insights from deals, customers, agents, and pipelines. This feature helps to examine sales processes with detailed charts and graphs.

For example, users can generate reports on the time customers take to purchase and the revenue generated at different stages of the transaction.

In addition to lead management and direct sales, Zendesk Sell has mobile CRM applications with geolocation tracking. Explore Custom Reporting provides valuable insights and is affordable. It’s great for freelancers and small businesses looking for an easy-to-use customer database and lead management system. Entrepreneurs aiming to increase sales should add this feature to their business strategy.

Reach Prospecting using Third-Party Data Sources

Zendesk Sell has features to help businesses reach more customers. One great feature is the ability to reach out to potential clients with third-party data sources. This allows access to millions of leads and contacts from around the world. The database is sourced from trusted providers and includes contact info, company size, revenue estimates, and firmographics. Users may filter or sort the database by job title, industry type, location, and more.

This prospecting feature can be integrated with a 客户关系管理系统 for better decision-making. Streamlining sales and marketing is easier with this tool. It also helps businesses get accurate data about potential clients. In conclusion, third-party data sources are powerful for outreach and expanding customer base.

Review of Zendesk Sell

With a vast array of CRM solutions on the market, Zendesk Sell stands out due to its affordable pricing and exceptional customer service. In this section, we will provide a comprehensive review of Zendesk Sell, including its key features and expert ratings. We will also delve into Zendesk Sell’s strengths in pricing and customer support, as well as its limitations in terms of niche capabilities and simplicity. Finally, we will offer suggestions for freelancers and small businesses looking to enhance their CRM software.

Freelancer and Small Business Recommendation

Are you a freelancer or small business owner in search of an effective customer database and lead management software? Zendesk Sell is the perfect option! Data shows high scores in pricing, features, customer service, and expert opinion, making it affordable and dependable for those with limited resources.

Zendesk Sell’s standout feature is its easy-to-use lead management capabilities that are sales-focused. Plus, its mobile CRM application has a geolocation feature that keeps businesses organized while on the go. There’s also the Explore tool for custom reporting and insights into operations.

Though Zendesk Sell doesn’t have all the niche features, like data enrichment services, it’s still a comprehensive CRM with advantages over its competitors, like Zoho 客户关系管理系统. Although there may be some initial hiccups, its simple interface and lead management features make it a great choice.

Therefore, if you’re a small business owner or freelancer looking for a budget-friendly CRM solution, Zendesk Sell is the one to go for. Its high scores in pricing, features, customer service, and expert opinion, backed by data, make it an outstanding choice despite its limitations compared to pricier alternatives.

High Scores in Pricing, General Features, Customer Service, and Expert Score

Zendesk Sell has earned top marks in several areas, such as pricing, general features, customer service, and expert reviews. This reflects its ability to provide great value and reliable support.

For a visual, a table can feature numerical scores from customers and experts. It’ll have columns for pricing, general features, customer service, and expert reviews. In terms of pricing, Zendesk Sell got a high rating due to its affordability compared to other CRM solutions. As for general features, the platform’s interface is user-friendly and suitable for businesses of all sizes. Plus, Zendesk Sell’s customer service team is always on hand to assist. Lastly, experts believe the platform’s unique abilities deserve an excellent score.

It’s important to realize that these high scores don’t imply there are no limits or challenges with using the software. Nonetheless, overall performance is great and shows how advanced Zendesk Sell is.

One detail worth noting is that Zendesk Sell is ideal for freelancers and small businesses looking for a cheap lead management solution with sales productivity tools. The software scored lower in niche features and ease of use categories but still did much better than other CRM platforms.

Zendesk Sell may not be perfect in every feature, but its strengths in lead management and direct sales make it a great option for freelancers and small businesses.

Lower Scores in Niche Features and Ease of Use

Zendesk Sell has a high rating for pricing, features and customer service. Yet, it may not have the best niche features and ease of use. Workflow automation and customization are limited. Lead scoring is not as advanced or flexible as other software. There is no free option. Reports are only accessible with pricier plans, raising costs.

Many customers choose Zendesk Sell for its lead management and sales features. Its user-friendly interface and mobile CRM application, with geolocation, reduce manual work. Higher-tier plans offer more features, but may not fit every budget. Freelancers and small businesses may benefit the most.

Features of Zendesk Sell

Looking at Zendesk Sell CRM, it offers a number of impressive features. In this section, we will explore two comprehensive categories: lead management and direct sales features. Additionally, it boasts a user-friendly interface and a mobile CRM application with a geolocation feature.

Lead Management and Direct Sales Features

Tired of losing track of customers?Zendesk Sell, you can manage leads and sales seamlessly. Lead capture forms collect contact info, lead scoring prioritizes leads, deal tracking tracks deals, contact management has a full view of customer interactions, and automated email sequences nurture leads. Plus, the mobile CRM app includes a geolocation feature.

Third-party data sources enrich existing leads and custom reporting options give deeper insights into pipeline performance. Zendesk Sell is affordable for small businesses and freelancers. Streamline the customer journey from prospect to sale with Zendesk Sell. Improve your sales process today!

User-Friendly Interface and Mobile CRM Application with Geolocation Feature

Zendesk Sell CRM is a superior system that caters to all kinds of businesses. Its popularity is mostly due to its 用户友好的界面mobile CRM app with geolocation. This feature helps sales reps track their sales activities in real-time.

The mobile app is especially helpful. It gives relevant info about leads and customers’ locations. This makes it easier to plan meetings in an area. Plus, the 用户友好的界面 allows sales reps to access customer info quickly and close deals seamlessly.

Sell’s Mobile CRM App also has an automatic call log update, saving time during client interactions. Additionally, the geolocation feature collects data to add credibility to sales reps.

Sell CRM has dashboards where users can track full-team metrics or personal progress. All these features help convert potential leads to customers, increasing sales revenue.

Zendesk Sell CRM is customizable according to business needs and is affordable. But for more comprehensive reporting tools, higher-priced plans may be needed.

尽管如此, Zendesk Sell is a great option for those wanting a balance of price and quality service. In conclusion, with its user-friendly interface and mobile CRM app, Sell is a great choice for any business looking to streamline its sales processes.

Limitations of Zendesk Sell

Zendesk Sell is a CRM software that offers a variety of features and benefits, however, it does come with certain limitations. One limitation is that access to lead generation and data enrichment features requires an add-on. Additionally, Zendesk Sell does not offer a free-forever plan option. It’s important for users to be aware of these downsides as they may affect their decision to purchase the software.

Most Reporting Tools Require Higher-Priced Plans

Zendesk Sell CRM provides customers with various reporting tools. These are mainly available in higher-tier plans. Customers must upgrade to access detailed analysis. Lower-tier plans offer basic functionalities for managing leads and deals.

The pricing structure may be a challenge for those who rely heavily on sales analysis. Customers may purchase add-on services. However, these come at an additional cost. Companies with limited resources or budgets may find it difficult to customize their customer data.

Despite limitations, Zendesk Sell offers competitive pricing. This makes it attractive to freelancers and small businesses. They don’t need complex enterprise-grade systems or comprehensive reporting tools with expensive pricing models.

Lead Generation and Data Enrichment Features Require an Add-On for a Higher Cost

Zendesk Sell comes with a price tag. To access its lead generation and data enrichment features, users need to purchase an add-on. This add-on boosts the software’s pricing but helps businesses gain access to third-party data sources for improved sales tactics.

The add-on boosts firmographics, like industry, revenue models, and more. It also helps identify ideal customers through filters like account size, region, and other attributes.

Though Zendesk Sell is pricier than other CRMs, it’s useful for bigger teams that need better lead targeting. Established teams have taken advantage of these advanced features.

综上所述, Zendesk Sell’s extra expense is worth it for its lead generation and data enrichment capabilities. It can help larger, well-established companies target leads with increased ease and accuracy.

No Free-Forever Plan Option

Zendesk Sell does not offer a free plan. This means no free-forever option is available. Instead, there are four paid plans starting at $19/user/month. Each plan has extra features like extra reporting tools and lead gen options. So it’s essential to choose the plan that fits your needs.

If you want to start free then consider alternatives like HubSpot or Bitrix24. Zendesk Sell’s paid plans may offer enough value to outweigh the lack of a free-forever option. Especially for business owners or freelancers wanting to manage leads effectively.

Small businesses can take their sales to the next level with Zendesk Sell’s user-friendly software for customer database and lead management.

Recommended Use of Zendesk Sell

Are you a freelancer or small business owner looking for top-notch customer database and lead management software? Look no further than Zendesk Sell! This section delves into the recommended use of Zendesk Sell for those seeking to maximize efficiency and organization in their business. We’ll explore in detail how this CRM system can enhance your customer database and lead management capabilities.

Customer Database and Lead Management Software for Freelancers and Small Businesses

Freelancers and small businesses need cost-effective, user-friendly CRM software with great features. Zendesk Sell is one of the best.

It has customizable pipelines, deal stages & task management. Plus, it integrates with various communication channels for easy follow-up with prospects.

用户友好的界面 is easy to use on-the-go. Plus, it has a mobile CRM app with geolocation. Plus, users can self-resolve problems using the knowledge base.

Zendesk Sell’s pricing options are suitable for freelancers & small businesses. It also has good customer service ratings.

There are additional features that may be useful, like:

  • Smart Lists feature for easy filtering.
  • Explore Custom Reporting feature for meaningful insight.
  • Reach Prospecting feature for efficient prospect pool management.

Zendesk Sell is perfect for freelancers & small businesses with budget constraints. Plus, it offers excellent customer service ratings & free trials.

结论

Comprehensive analysis of Zendesk CRM? It’s reliable and effective for companies of any size! Its user-friendly interface, automation tools & integration capabilities make it an ideal choice. Zendesk CRM is a top-performing customer relationship management system. It delivers exceptional value and results.

Flexible too! Customize the system to fit specific needs & workflows. Advanced reporting & analytics tools provide insights into customer behavior. Make informed decisions.

Robust customer support too! Variety of training resources & customer service options. Email, phone & chat support. Quickly resolve issues & minimize downtime.

Leverage its advanced features and capabilities. Enhance sales & support processes. Streamline workflows. Improve customer satisfaction with Zendesk CRM.

另请阅读: Zoho CRM 评论

另请阅读: 洞察 CRM 审查

 

Five Facts About Zendesk CRM:

  • ✅ Zendesk Sell is a CRM tool offered by Zendesk, known for its help desk roots. (Source: PCMag)
  • ✅ A recent update to Zendesk Sell focuses on advanced analytics, with features like Smart Lists and reporting options. (Source: PCMag)
  • ✅ Zendesk Sell still lags behind Zoho CRM in terms of features and price. (Source: PCMag)
  • ✅ Zendesk Sell received an overall score of 4.08/5 from FitSmallBusiness and is a top recommendation for customer database and lead management software for freelancers and small businesses. (Source: FitSmallBusiness)
  • ✅ While Zendesk Sell offers excellent lead management and direct sales features, most reporting tools require higher-priced plans, lead generation and data enrichment features require an add-on for a higher cost, and there is no free-forever plan option. (Source: FitSmallBusiness)

FAQs about Zendesk Crm Review

What is Zendesk CRM and how does it differ from Zendesk’s help desk tools?

Zendesk CRM, also known as Zendesk Sell, is a sales force automation platform that allows businesses and freelancers to manage customer databases, lead generation, and account management. While Zendesk’s help desk tools are focused on customer support and ticket management, Zendesk Sell is designed for sales engagement tools.

How much does Zendesk Sell cost per user per month?

Zendesk Sell offers different pricing plans depending on the features required. The pricing plans start at $19 per user per month and go up to $99 per user per month for the Professional plan.

Has Zendesk Sell released any significant updates recently?

Yes, Zendesk Sell released a recent update that focuses on advanced analytics. The update includes features like Smart Lists and reporting options, as well as Explore for custom reporting and Reach for prospecting using third-party data sources.

What is the overall score of Zendesk Sell in a 5-based ranking system?

The overall score of Zendesk Sell is 4.08/5 based on expert reviews and customer feedback.

What are some key features of Zendesk Sell?

Zendesk Sell offers excellent lead management and direct sales features, a user-friendly interface, easy integration with third-party apps, and a mobile CRM application with a geolocation feature.

What are the limitations of Zendesk Sell?

Some limitations of Zendesk Sell include the fact that most reporting tools require higher-priced plans, lead generation and data enrichment features require an add-on for a higher cost, and there is no free-forever plan option available.

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