Zendesk Sell Pricing, Features, Reviews & Comparison of Alternatives

Zendesk Sell

All-in-one sales platform for sales teams.

4.28/5 (125 reviews)

Zendesk Sell overview

What is Zendesk Sell?

Zendesk Sell is the all-in-one sales platform that drives rep adoption while automating data capture and analysis, providing sales leaders with the actionable insights they need in order to accelerate revenue growth in a measurable, scalable, and repeatable manner.

The advanced sales platform gives reps the tools they need to focus on revenue generation no matter whether they are in the field or at the office. The Zendesk Sell mobile apps aim to help salespeople get more done every day while spending less time taking notes and entering data. Intelligent features including email sentiment analysis and a smart auto-dialer allow reps to work more deals with greater attention to detail, allowing a highly-personalized sales experience to be delivered with high velocity.

Intelligent out-of-the-box reports and automated prescriptive insights give sales leaders the ability to individualize coaching, with each rep getting personalized, actionable steps to improve their sales performance. Base allows users to do this at scale with the aim of enhancing sales efficiency increases and revenue growth.

The days of buying eight different software products to manage your sales team are long gone. Zendesk Sell combines the functionalities of a CRM with email, smart phone dialer, sales reporting package, lead scoring, and more, into one solution.
getbase.com

Pricing

Starting from
$19/month
Pricing options
Subscription
Free trial
 
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China, Germany

Supported languages

English, Dutch, French, German, Polish, Portuguese, Spanish
Zendesk Sell screenshot: Geolocation allows users to identify leads and contacts by locationsZendesk Sell - Mobile App DemoZendesk Sell screenshot: Real-time notifications provide insights into the sales pipeline in real timeZendesk Sell screenshot: Log in-person interactions with one tap on a map viewZendesk Sell screenshot: Deal cards provide all important information about a deal in one easy to navigate spaceZendesk Sell screenshot: Base for Android: Manage contacts from a mobile deviceZendesk Sell screenshot: Smart Lists: highly customizeable reports that can filter on any dimension and feature real-time editing capabilitiesZendesk Sell screenshot: Base for iOS: Access and manage leads from iOS devicesZendesk Sell screenshot: Reports: get rich, out of the box reports with actionable insights in just one clickZendesk Sell screenshot: Base for iOS: designed specifically for tabletsZendesk Sell screenshot: Team Dashboard: a real-time feed of all team activity with critical information available at a glanceIntroducing Zendesk SellZendesk Sell - Introduction Demo

Zendesk Sell user reviews

Value for money
Features
Ease of use
Customer support
  4.1
  3.9
  4.4
  4.1
Jacob Sorenson

Former User, Would use again

Used daily for 6-12 months
Reviewed 2018-10-30
Review Source: Capterra

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.

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Trent Evans

Powerful and simple sales management tool

Used occasionally for 1-2 years
Reviewed 2019-09-16
Review Source: Capterra

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.

Pros
- 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

Cons
- 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.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Erik Lambrechts

Long time user

Used weekly for 2+ years
Reviewed 2020-01-15
Review Source: Capterra

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.

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

Cons
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 .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Marlene Valdez

Good CRM That Integrate with CRM

Used daily for 6-12 months
Reviewed 2020-03-18
Review Source: Capterra

Pros
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.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Jared Hansen

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

Used daily for 6-12 months
Reviewed 2017-05-17
Review Source: GetApp

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. -

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Zendesk Sell pricing

Starting from
$19/month
Pricing options
Subscription
Free trial
 
View Pricing Plans

14-day free trial, no credit card required.

Starter: $45 per seat, per month

Professional: $95 per seat, per month

Enterprise: $145 per seat, per month

All plans are billed annually. Add-ons are also available for an additional cost.

Zendesk Sell features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customizable Templates
Data Import/Export
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Third Party Integration

Customer Database (202 other apps)
Customizable Branding (253 other apps)
Customizable Reporting (188 other apps)
Electronic Payments (173 other apps)
Social Media Integration (202 other apps)
Surveys & Feedback (183 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

GetApp Analysis

With integrated sales productivity tools for sales representatives and advanced visual reporting for sales managers, Base CRM is a cloud-based sales and contact management solution that enables teams to become more productive and effective, and close more deals. Equipped with an intuitive and user-friendly drag-and-drop interface, Base allows sales professionals full visibility into the overall health of their sales pipelines, and sales leaders to create, track and manage goals for individual representatives and sales teams.

Base gives sales teams and professionals tangible numbers to work toward by simplifying the process of setting up won deal and revenue goals. Sales leaders are afforded the ability to organize their sales staff into territories and teams, allowing them to efficiently distribute responsibilities. Some of Base CRM’s core features are Base Voice, advanced sales insights, workflow automation, email integration, and mobility.


What is Zendesk Sell?

Base is a multifunctional account management and sales productivity tool that offers a whole gamut of features: contact and lead management, sales tracking and reporting, pipeline analysis, email and workflow automation, sales performance analysis, sales goals creation, advanced sales insights, data management, among others. It amplifies the capabilities of a CRM solution by allowing users to access customer data anytime, anywhere, and from any device for a more comprehensive insight into the health of their sales pipelines.

A mobile sales app, Base’s intuitive and user-friendly interface allows sales professionals to focus their time and energy on what they do best, instead of worrying about software navigation intricacies. Aside from the reminders and tasks that enable users to stay on top of their activities, the software gives you the ability to automatically capture and log calls, emails and appointments to facilitate account, contact and sales management.


Who is Zendesk Sell For?

Designed specifically for the middle market and large enterprises, Base is a handy productivity tool for sales leaders and representatives from essentially any industry. Majority of Base’s customers are from spaces like software, agencies, manufacturing, real estate, financial services, and consulting.

Included in Base’s pool of more than 5,000 customers are Allstate Insurance, Century 21, Detroit Labs, GE, Merck, 3M, PNC, Stryker, Wells Fargo and Xerox.


Main Features

Base Voice

Base Voice is a feature that allows Base customers three main functions: calling, recording and logging, and reporting - essentially combining CRM, telephony and analytics in one platform. Sales professionals can make and receive calls straight from the Base CRM web app, making it a vital component of their sales productivity toolbox. To make a call, click on a phone number, and you’ll be given a set of options that includes Call via Browser. Once clicked, your call tools appear, and Base dials the phone number selected.

When you sign up for Voice, you have an option to claim your phone number, which you can then distribute to your customers/contacts. This then allows you to accept incoming calls to Base. If you can’t be reached for one reason or another, Base transfers the call to your mobile phone or your office phone number, depending on your set preferences. With Base Voice, outgoing and incoming calls are automatically logged, and notes in the scratchpad are, as well, automatically included in the call summary. Aside from reports to keep track of individual agent and team performance, Base’s Voice Reports affords managers full access to call logs to establish “call length versus success rate” relationships, among others.

Base Advanced Sales Insights

Base CRM offers an insights dashboard that gives you an at-a-glance visibility into the important sales metrics you’re tracking, like sales goals versus actual progress, account activity overview, top deals, and upcoming tasks and deals. Split into four buckets (top-priority items, account activity, top deals, and sales analytics), the dashboard allows you to review your priorities for the day, immediately after you log in to the system. Sales pipeline goal progress summaries are also prominently displayed, so sales representatives and managers know if they’ll hit their period-end targets.

Base also offers advanced sales insights through sales tracking, which gives you a detailed summary of where you and your team stand in the sales process. Each stage of the sales process can be customized to match your business needs. Sales forecasting, on the other hand, allows you to accurately foresee what your actual sales revenue will look like next week, month or quarter based on the current movement of the sales pipeline. Sales goals and quotas can be set to keep your teams focused on growing the business and aligned around a shared goal.

Base Workflow Automation

The benefits of workflow automation are numerous. These can include reducing errors, empowering employees to manage their tasks with zero or minimal supervisor intervention, and completing more tasks more efficiently. With Base CRM, users are allowed to call directly from the web app, where the calls are automatically logged for future review (something a lot of sales professionals forget when done manually), which then form part of vital reports to measure individual and team performance.

To ensure that nothing falls through the cracks, Base also has the Base Notification Center, which sends out pre-configured alerts about new assignments, task reminders and system messages. For specific notifications, like deals worth more than $10,000, notes added to the hot deals, or when someone adds a document to an account or contact you manage, custom notifications can be created.

Base Email Automation

Despite what others believe is the impending extinction of email because of social media and other communication gateways, email remains a primary communication channel for a lot of businesses. To simplify the way you organize and manage your accounts, Base CRM readily integrates with several email services like Outlook, Gmail, Google Apps, iCloud, Hotmail and Yahoo Mail. SMTP/IMAP settings need to be enabled by your email administrators when syncing Base with an Exchange server.

Once synced, all incoming and outgoing emails are checked against your contacts’ email addresses. When a match is found, the email is automatically affixed to the Base contact card. Emails sent from Base are then sent from your email address and appear in your email account’s Sent Mail folder. If you want to just send email from Base, you may choose to forego the incoming email capture functionality. For any email address that isn’t yet a Base contact, you have the option to create a contact card.

Base Mobility

The growing ubiquity of handheld devices is undeniable, a trend that’s probably not about to decline any time soon. More and more sales professionals are relying on their smartphones and other smart devices to get things done, even when on the go. Base CRM understands this need to be productive anytime, anywhere with its full-featured mobile CRM.

Aside from native apps that are available for iOS, Windows Phone and Android devices, Base has an integrated mobile mapping feature, called Base Geolocation, that allows users to envision where contacts, leads and deals are on a map, schedule more efficient and less time-consuming customer visits, and figure out if additional sales representatives need to be assigned in a certain area. Base’s one-touch driving directions also make it easier to schedule business trips.


Integrations

Base has native integrations with apps like [Harvest] (http://www.getapp.com/harvest-time-tracking-and-online-invoicing-application), [Quote Roller] (http://www.getapp.com/quote-roller-application), [MailChimp] (http://www.getapp.com/mailchimp-application), Facebook, LinkedIn, Google Apps, Outlook, [Xero] (http://www.getapp.com/xero-application) and [Dropbox] (http://www.getapp.com/dropbox-online-sync-and-file-sharing-application). It also has an open API client that integrates with any third-party application.


Pricing

Base offers a full-featured 14-day free trial. At the end of the trial, you can choose from three subscription packages: Starter, at $15 per seat per month, includes premium integrations, email automation, native mobile apps, geolocation, Base Voice, and call recording.

Professional, which is priced at $45 per monthly seat, offers all Starter features plus document repository, task automation, sales forecasting, and advanced sales insights. Pegged at $125 per seat per month, Enterprise covers all Professional functionalities, plus additions like call analytics and reporting, phone auto dialer, call scripts, teams and user-based permissions, and lead and deal scoring.


Bottom Line

  • Cloud-based CRM solution that dramatically boosts sales productivity
  • Provides actionable insights, such as where the inefficiencies are in the sales process
  • Real-time analytics allows sales reps and teams to take timely and appropriate measures to increase their close rates
  • Offers native mobile apps for iOS, Android and Windows Phone
  • Intuitive and user-friendly interface enhances software adoption rate, hence, better sales performance

Videos and tutorials

Additional information for Zendesk Sell

Key features of Zendesk Sell

  • Activity tracking
  • Automatic notifications
  • Calendar integration
  • Call recording
  • Configurable workflow
  • Contact database
  • CRM integration
  • Custom forms
  • Customizable templates
  • Data filtering
  • Data synchronization
  • Data visualization
  • Document storage
  • Email integration
  • Email tracking
  • Employee management
  • Forecasting
  • Instant messaging
  • Lead distribution
  • Lead scoring
  • Mail merge
  • Microsoft Outlook integration
  • Offline access
  • Opportunity management
  • Permission management
  • Pipeline management
  • Predictive analytics
  • Quota management
  • Real time data
  • Real time notifications
  • Real time updates
  • Receiving
  • Sales analytics
  • Sales reporting
  • Sales tracking
  • Status tracking
  • Third party integration
  • Website integration
  • Workflow management
  • Activity dashboard
  • Call reporting
  • Prioritizing
  • Customer segmentation
  • Conversion rate optimization
  • Call scripting
  • Data import/export
  • Goal setting / tracking
  • Organizational charting
  • Sales forecasting
  • Auto-dialer
  • Event triggered actions
  • Chat
  • Custom fields
  • Email templates
  • Lead assignment
  • Pipeline reports
  • Role-based permissions
  • Web forms
  • Dashboard creation
  • Filtered views
  • Geographic maps
  • Territory management
  • Reporting & statistics
  • Call analysis
  • Deadline tracking
  • Tagging
  • Performance reports
  • Lead management
  • Collaboration tools
  • Geolocation
  • Visitor targeting
  • Formula management
View All Features

Benefits

One-click, intelligent, out-of-the-box reports

Customizable and editable list reports (dynamic and static)

Mobile app on both iOS and Android with full desktop capabilities

An in-house success team which onboards, trains, and supports the sales team’s growth

Automated data analysis and prescriptive insights for sales acceleration