Jacob S. Especialidade: Serviços de eventos Número de funcionários: 1001-5000 funcionários
I think I well described it above but it was always positive. I loved connectivity through different regions with closers and it truly made scheduling easier.
We used base software when setting leads for Solar appointments. There was a really nice connectivity between me and the closers when I was using base. I love the idea that I can put notes on homes and have connectivity that I normally would not have had when we were using the paper method we used to use. I can slip appointments in between already scheduled appointments, just a solid product overall.
In relation to sales rabbit and other sales softwares, I loved the ability to see homes more clearly, I thought that was one thing I didn't have as much with base, it was still better in other ways though that outweighed the pros that sales rabbit brought. I would take this still over any other sales appointment software and calendaring out there.
B. w. B. Especialidade: Suprimentos e equipamentos para empresas Número de funcionários: 2-10 funcionários
Zendesk is a great product at a great price and is a value to anyone who uses it. I liked almost everything about it, but we had a compatibility issue that was not their fault. They even have a free version if you are only using the phone app. How cool is that?
I loved the ability to log the GPS for site visits. This feature was way ahead of the competition.
My email runs through a corporate cloud service and we couldn't get the email to integrate through the phone app.
Erik L. Especialidade: Mídia digital Número de funcionários: 2-10 funcionários
In the beginning when it was BaseCRM it was a nice system to use. After it became Zendesk sell all the extra functions become more expensive and there are better systems to use.
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 .
Trent E. Especialidade: Serviços de Facilities Número de funcionários: 2-10 funcionários
I mostly used Zendesk Sell when it was the Base CRM, though they've both worked and functioned very similarly. They have created a super easy-to-use interface that makes keeping track of and interacting with clients both simple and easy. Being able to read whole past interactions as well as see relevant sales data makes it a perfect choice for a small business. I don't know how well suited it would be to a large business, but one can hope it would work well.
- Simple input for contact information for different clients and potential clients
- Super easy to create deals and potential purchases for clients
- Schedule appointments, set reminders, and send emails all from within the program
- Check metrics and numbers of different members of the sales team for different times and situations.
- Allows others to quickly catch up on what has happened in client interactions by reading through the emails that have been sent previously
- Easily sort through customer lists to find people who are relevant under different categories
- Sometimes too easy to change things that have been set by others
- Contact uploading/downloading in .csv files is a bit of a pain at first, but not terrible to get used to.
Marlene V. Especialidade: Design Número de funcionários: 2-10 funcionários
Been using it since it came out as a beta months ago, It integrates very easily with Zendesk support ticketing and has all features as any other CRM. You can easily integrate with Pandadoc and send agreements. You can send texts, emails and calls from the CRM very easily and track agents productivity.
At first it didnt have all the features i needed and support when it was a beta but they fixed all that with time.