Zendesk Sell Pricing Overview

Read the entire review for the best info - summary to begin: It offers everything I am looking for - and more. The mobile app is unparalleled, allowing me to quickly enter calls, create tasks related to deals and quotes, track and log my emails, texts and calls, see what I have on the go, create new Leads, and so much more. The app alone is by far the best mobile experience I have had on any product like this. When it comes to the overall experience, the customization was key for me. I was able to quickly setup my own pipeline, create custom fields for clients and deals in relation to the services I offer (vehicle information, documents, etc), and integrate it directly with my Google Contacts and apps, so everything stays fully synchronized with my phone. Seeing all the information on one screen - including deals, leads, communications, documents, tasks and notes - for a single customer, makes getting information I need take much less time than I ever imagined it could. FULL REVIEW: As a small business owner, and before moving to Base CRM, I had never fully understood all the major benefits such a platform could provide to me and my service-based business. In the past, I had used more traditional methods of keeping track of my clients, such as: pen and paper, setting alarms on my phone, and trying to remind myself to consistently check in on my emails, social media accounts, voicemails, and even text messages. However, I slowly began to see issues arise when I would forget to check in on an account, and would therefore lose a potential lead or client. Over the course of 3 months, I had lost over an estimated $3000 in revenue because I had either forgotten to reach out to a lead, or get my client the information they had requested. Not only this, but the frustration was growing for me in the fact that keeping up-to-date with all the various forms of communication I was having with a customer was hard to track over multiple platforms. This is when I realized that I needed help. With that, my search for a CRM-like product had begun. Over the course of 14 months, I had extensively tested 16 different products that I believed could perform the way I hoped they would. Most of these were popular solutions, such as Zoho, Jobber, PipeDrive, HubSpot, Kickserv, Service Fusion and Sales Force - just to name a few. My testing was always consistent, and always in-depth enough to be able to determine if the platform would work for me. Here is a taste of what I was after: Ease of use, with an elegant but simple UI Exceptional mobile-rich experience, with no lack of features Ability to integrate into other platforms I use, such as Google Apps for Business Strong product support Low monthly cost Some of the products mentioned above performed well in some areas, but lacked in others. Some had more features that I required, while others didn't have some that were very important to me. Finally, I had found Base CRM. It offered everything I was looking for - and more. The mobile app is unparalleled, allowing me to quickly enter calls, create tasks related to deals and quotes, track and log my emails, texts and calls, see what I have on the go, create new Leads, and so much more. The app alone is by far the best mobile experience I have had on any product like this. When it comes to the overall experience, the customization was key for me. I was able to quickly setup my own pipeline, create custom fields for clients and deals in relation to the services I offer (vehicle information, documents, etc), and integrate it directly with my Google Contacts and apps, so everything stays fully synchronized with my phone. Seeing all the information on one screen - including deals, leads, communications, documents, tasks and notes - for a single customer, makes getting information I need take much less time than I ever imagined it could. Overall, it may have taken a while to find the right solution, but I am glad to have met Seth from Base and have him keep in touch with me - encouraging me to fully utilize their system on a trial-basis. It wasn't long after that, that I had decided to sign up for the full experience, and haven't looked back since. I want to thank Seth, and the entire team at Base, for making my life easier. The stress it has taken off me alone is worth the small monthly cost, and the abilities I have on the go is par-none. For those of you who may be looking for a CRM solution, here is some advise that I can offer based on my time searching for the 'perfect solution', as well as why I ended up choosing Base: Don't over-do your search. Figure out what you really need, and don't set your expectations to be unrealistic. My original plan was to find a system that handled quotes, invoicing, customer relationship management, time tracking, service calls, and the works. At the end of the day, I had realized I actually did NOT need all of this, because Base so well handles the core components (and more) of running a business, that I did not have to pay for a product I really could not afford. On top of this, once I fully saw the potential of Base and the way I was able to manipulate and customize it for my specific business, I was able to modify my own processes to become significantly more stream-lined - saving me time, money, and allowing me to expand my business. Know where your problems are - and address them. If you're like myself and have potential clients contacting you from various sources (email, phone, social media), then having a platform such as Base will be your new best friend. If you feel your processes are taking too long, or are having issues remembering tasks to do for a client, once again - Base will be your new best friend. The mobile app is so easy to use, that when a lead or contact phones you (or vice versa), the app automatically brings up any deals you have on the go with them, and also pops up a screen at the end of the call, where you can quickly choose the call outcome (customized, of course), and add any applicable notes. The way it helps streamline processes and advance overall efficiency is incredible. Take value in support. On top of all the features Base already provides, their support is above what I have found elsewhere. You can expect speedy responses from the support staff, and consistent - but never overboard - communication from the team on the latest updates, features, and overall news. This all comes together to create an environment where you, as the customer, truly feel appreciated for your business. Again, I would like to thank Seth and Base as a whole for their continued support for me and my business. Your solution proved not only to be the most feature-rich in it's application, but the experience itself is like no other. You've done a fantastic job at developing a product that genuinely addresses real-world problems for business of any size and any nature, and is something that I know myself - as well as many other customers of yours - truly appreciate.

Currently, I had had no major problems with Base. I do hope that there is future integration with platforms such as Quickbooks Online (as I use that currently for my quotations), but using a service such as Zapier - which Base integrates beautifully with, works that out.

As mentioned in the first section of my review, I saw the biggest gains in productivity, efficiency, and most of all - an increase in my ability to communicate reliably and with confidence to all of my leads, past, and present clients. One major issue I had before Base was being able to efficiently keep in touch with clients, as I was being contacted through several sources. Being a small business and working another job on top of that, this meant that I had a LOT of reminders to keep going. Base offered the best mobile experience to quickly enter in reminders, create appointments with Clients (which invites them!), create quick tasks, and easily log and track my calls with notes attached to each of them. At the end of the day, the way it helps me automate and streamline my business life has significantly reduced the stress and workload I was previously undertaking. On top of this, the reports are fantastic, and I am sure even better on higher levels of subscription. With my service-based business, one feature that really helped me was the Custom Fields - you can have Custom Fields for Customers, Leads, Deals, etc. So for my vehicle detailing business, I am able to quickly link vehicle information to a specific customer, a specific deal, lead, etc. I can enter in all the information I need, upload inspection forms, etc - and see it all on one screen or on the go at any time. What more could I ask for?

Our sales reps love the simple Mobil App allows each user to communicate effectively with our sales coordinator. The reporting tools are also great for showing owners which advertisers/lead sources work the best as well as why we are losing deals for future changes to our strategy.

Additional cost for multiply users gets pricey, also some of the integrations thru Zapier can also be pricey for small to medium businesses

Great for sale reps trying to stay on top of every deal, office sales coordinator can see what reps are going and where they may be incase any hot leads come up in the area.. No leads/deals fall thru the cracks, users can easily see all notes and documents associated with every deal.

Base understands the plethora of sales tools that reps and account executives use and also understands the immense cost that you accumulate by using all of these. By creating a comprehensive solution, Base has allowed sales teams to operate faster and more efficiently without the heavy costs that usually come with using multiple solutions.

Pricing is less favourable for smaller stage startups looking to scale with usage.

We are actually able to forecast sales effectively with base, allowing us to really understand our sales activity.

I like it because of: - ease of use, - the fact that everyone started to use it from the start and everybody is more or less happy about it, - the fact that it brings value to sales reps and also to management

After they changed the old UI to new one, the last thing to be not happy about is price :)

Zendesk Sell (formerly Base) is a CRM for our couple of people strong sales team. We use id desktops and mobile.

Decent product. Highly customizable. iOS app map function is useful.

Trying to setup is a nightmare if you're not on the highest tier of service. Documentation isn't clear that some services are only available unless you're on a higher cost plan. After hours of pulling hair out trying to get the service to work, finally contact support, only the find out that the function isn't available unless you pay more. Lots of services work this way, but others are much better in their documentation about laying out what is included in which plan. They automatically charge for the annual renewal without any reminder that the charge is coming. When I contacted support to request a refund within 2 weeks of the charge (even though I had not logged onto the system for several months), they refused to refund. Word to the wise, either steer clear, or be sure to cancel your account if you end up switching vendors!

CRM

Let me being my saying I've used this CRM since it was called Base. I've been a loyal user for many years now. I love that the voip is integrated and all the calls are recorded. You don't need some third person app to connect it. I also love the fact that when I imported my data, it all worked the first time. The one problem I had with every CRM I tried out was mapping the data I had correctly to the fields in the CRM. With Sell, it went flawlessly. Another thing that's great is that there's a bit of gamification. For example, you can set your monthly sales goals and having that stare you in the face every day really motivates you. Also, the dashboard gives you a bird's eye view of everything so you can see that you need more deals if you want to hit your goals.

There are a few minor things that could be improved. For example, there is no place in the phone number field for an extension. It's not a big deal, you can just put the contact's extension in your notes, but if you have many notes, you'll be doing a lot of scrolling to find it. Also, they offer a service for getting information on leads, but it's an additional charge. I pay for the enterprise version and feel this should be included. For my marketing automation, I use Active Campaign. It'd be great if this was built into Sell so everything could be in one place. Lastly, it doesn't feel like the software is evolving. On one hand, that's good because if it's not broken, why fix it? On the other hand, I feel like they could continue to improve.

When I first subscribed to Sell, I didn't use it, my VA did. After I stopped using her to make cold calls, I wondered if I still needed a CRM. Now that Sell is the hub of my entire business, I regret how I underutilized it for the first couple of years. One problem I've solved is redundant data entry. I used to send proposals using Word and then would have to copy and paste everything for the contract, and then do it again for credit card processing. Now, I use PandaDoc which integrates with Sell and only have to enter data one time. My proposals are much more professional looking, more effective in terms of closing deals, and it's all much faster and less tedious. One of the benefits of using Sell is that everything (except for my marketing automation) is all connected and run from one place. Also, the sale forecasting has been huge in me knowing what I have to do to reach my sales goals.

Base CRM allows everyone in your company to be on the same page when it comes to current sales projections. One of my favorite features is the fact that you can update info to your timeline, such as "Closed project on 10/29" and your fellow business employees are informed and updated.

The cost of Base CRM can get a bit pricey. Each username is an added cost, there is ways around it if everyone in your company has access to your username/ password.

With Base CRM, everyone is informed and in the loop about a specific project. At our company we use Base CRM to keep all head personnel in the loop regarding the sales log of a current project. We update Base with the date we reached out to a client, so that we are not bombarding the client with follow up emails. Base allows everyone to check when was the last time we followed up on a project, so that we are not over-saturating our customers with follow-ups.

This CRM has mostly everything I need, with the exception of a few features. Emailing within Base, tracking emails, leaving notes, setting appointments, importing and exporting are all key features that are easy to learn, use, and teach to new sales staff. I have used products in the past including pipe drive and hub spot CRM, and Base has so far been my favorite. I really like the new look and feel that they recently rolled out, and it has made sales management even easier than it was before. Very happy with most all the features.

I wish there was the ability to tag people in deals. When working collaboratively with another member of the sales staff, it would be nice to have the ability to tag them inside the deal to draw their attention to something or remind them of a task without having to utilize our external team communication platform. This is a constantly recurring review on feedback boards, but Base support refuses to change it after years of requests for some reason.

Streamlined sales coordination. I like having one place for all my leads, contacts, and deals and the ability to convert them when they are ready. We are able to very easily pull up reports and filter them according to time line, sales person, date range, etc. and see in depth reports. We like being able to measure our success and make changes and learn from our mistakes as well.