Zendesk Sell

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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 .

Vorteile

- 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

Nachteile

- 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.

Vorteile

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.

Nachteile

At first it didnt have all the features i needed and support when it was a beta but they fixed all that with time.

Vorteile

The system is intuitive and it is fairly easy to customize and set up. Available reports are very customizable and easy to use.

Nachteile

System has limited functionalities. It mainly doesnt support SaaS business model and lacks certain key and also unimportant features. Despite excelling at the available reports the system offers, it does not allow you to access other key reports to the business without upgrading to the most expensive option (199$), leaving key business metrics to be manually calculated unless you pay 200 bucks per user.