Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
CRM (Customer Relationship Management)
Zendesk Sell
Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
Forms & Surveys
DataScope
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field teams and share business insights.
Advanced CRMs can be complicated. Very complicated. They're filled with forms and options, places to track contacts and leads and deals and everything else you could think of. Theoretically they should simplify your sales process, but realistically they'll take a lifetime to master. You're busy, and so you'll be inclined to keep using whatever you're using now instead of investing the time into learning how to use a new CRM.There are simpler CRMs, ones aimed just at tracking contact info or keeping conversations in one place. They're great and far easier to start using but may not have enough power for your business. If you really need to track leads, convert them into deals, and specify a specific sales pipeline for your team, you'll need something more powerful.Read MoreZendesk Sell strikes a happy balance between the two extremes. It's designed for keeping up with the most complicated sales pipeline, and yet it's simplified away the complexity so it's not much harder to start using than the simplest CRMs.You'll find an easy-to-use interface in Zendesk Sell that puts the emphasis on your content and what you need to do next. Open contacts or your sales pipeline, and you'll see the list of entries you'd expect. On the sidebar, you'll see a Filter toolbar that has quick tools to narrow down your search and see just the contacts or deals that you want to see. Then, its most unique feature is its customized sales deal pipeline. You can define the sales stages that your team needs, then browse through your pipeline and see the potential deals in each stage—complete with their value. Hover over the right side of a deal, and the sidebar will turn into a bar with the next stage in your pipeline, so you can drag and drop your lead right into the next stage. There's no clutter, as all the deals are hidden away, but there's still the drag-and-drop simplicity to move the deals along. There's more, too. The Communications Center packs all the power of a conversation-centric CRM. It'll automatically sync relevant conversations from Gmail and Outlook to Zendesk Sell, so you won't have to copy or forward emails to keep track of them. You'll be able to then use Zendesk Sell's powerful filtering to sort through conversations, attach them to deals, and more. When it's time to step back and see what your team has accomplished in Zendesk Sell, you'll find its reports tool to be as easy to use as the rest of the app. It automatically builds dozens of specific reports about your sales pipeline, communications times, phone calls, and more. There are even the same filtering tools in reports that you've gotten used to in the rest of the app, giving you a simple way to drill down into the reports without having to generate custom reports for everything. Powerful doesn't have to mean complex. That's what Zendesk Sell is trying to prove, with a combination of intelligence and a simplified UI that only shows you what needs to be done next. And it's doing a pretty good job of that.
Integrations
New Contact
Triggers when a new contact is created.
Updated Contact
Triggers when an existing contact is updated.
Deal Stage Changed (legacy)
Triggers when a stage of the deal has changed.
New Deal
Triggers when a new deal is created.
Deal Enters New Stage
Triggers when a deal enters a new stage.
Updated Deal
Triggers when an existing deal is updated.
New Lead
Triggers when a new lead is created.
Lead Enters New Status
Triggers when a lead has change status
Updated Lead
Triggers when an existing lead is updated.
New Note
Triggers when a new note is created.
New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
New Task
Triggers when a new task is created.
Update Company
Updates an existing company.
Create or Update Company
Creates or Updates a company based off of a Company ID.
Create or Update Person
Creates or Updates a person based off of a Person ID.
Update Person
Updates an existing person.
Create or Update Deal
Creates or Updates a deal based off of Deal ID.
Update Deal
Updates an existing deal.
Create or Update Lead
Creates or Updates a lead based off of a Lead ID.
Update Lead
Updates an existing lead.
Create Note
Creates a new note for an existing lead, contact or deal.
Create Product in Catalog
Creates a new product in catalog. Requires Sell Enterprise Plan or higher.
Update Product in Catalog
Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.
Find Company
Finds a company by Company ID, name or email address.
Find Contact (legacy)
Finds a contact by Contact ID, name or email address.
Find Contact
Finds a contact by Contact ID, name or email address.
Find Person
Finds a person by Person ID, name or email address.
Find Deal (legacy)
Finds a deal by Deal ID or name.
Find Deal
Finds a deal by Deal ID or name.
Find Deal Source
Finds a deal source by ID or name.
Find Lead (legacy)
Finds a lead by ID, company name, name or email address.
Find Lead
Finds a lead by ID, company name, name or email address.
Find Lead Source
Finds a lead source by ID or name.
Find Product in Catalog
Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.
Find Deal Stage
Finds a deal stage by ID or name.
Find User
Finds a user by ID, email or name.
Find or Create Company
Finds a company by Company ID, name or email address. Optionally, create one if none are found.
Find or Create Person
Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.
Find or Create Deal
Finds a deal by Deal ID or name. Optionally, create one if none are found.
Find or Create Lead
Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.
Find or Create Product in Catalog
Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.
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