Zendesk Sell Reviews: 4.2/5 — Solid Choice

Scheduling appointments, email integration, and call reporting all make it easy to stay organized.

If an employee is associated with 2 contacts, you can only have the email associated with 1 of the contacts, and have to copy and paste the information to the 2nd contact.

all correspondence and call reporting centralized for easy review

ease of use, mobile app, keeping all moving parts organized

wish we could have our own groups for leads to remove ones that are unqualified

making the process from start to finish very streamlined

The search engine is very comfortable when working with deal, contacts, etc.

That both in contact and employees there are only two fields to put phone numbers

That I can communicate very easily with my clients, the tasks are very effective and help me a lot

I like that my field team can communicate efficiently using Base and it makes customer records a breeze.

The map function is garbage. When working a new territory the map is just bad.

We've managed to log our customer interactions and have on the road filing system for customer documents.

Being such a specialised business, BASE has been fabulous with working with us to ensure the system is exactly what we need.

There is a bit of work to get it customised but once it is done it is easy.

For all remote staff to have the same amount of data access that inhouse staff have. Easy reporting for management Ability to have tasks automatically setup instead of manually for consultants.

Base allows you to facilitate a wide array of outreach, ranging from conducting and tracking calls, texts, and emails to customers. Love the fact ease of having all of the customers contact information in one place. Very simple to conduct out reach. Upon conducting outreach the resulting pipeline is very straight forward and organized. May be useful to have more ways to tag and qualify customers, but at present satisfied with the capabilities of Base. Also, our support at Base is awesome! Very responsive and helpful.

Sometimes data isn't pulled appropriately/data is recorded in very strange ways. Frustrating when something worked one day but then another day everything goes completely wrong. After using the CRM for about a year I still do not understand why this happens. Finally, sometimes there is alot of confusion when multiple tabs on Base are opened - in particular when you are on a call and then another call comes in, Base really doesn't allow the user to solve the problem (i.e. constant ringing).

Efficiency and ability to accurately track data. Really nice to have all the information complied in on place. Finally, as I previously stated, cannot imagine how I would move forward with pipeline management without the structure of Base. Really does allow for effective and efficient management.

Customer service is excellent. Any problems are reviewed efficiently and promptly.

I think the mobile interface could be easier.

I've been learning more and more about how to use utilize data. This is very helpful.

I like the ability to export information from Base into excel files to use outside of the CRM from time to time. Helps create maps in Google for territory mapping. The ability to produce an excel sheet for marketing purposes. The mass email tool is great as well.

Comparing to SalesForce the functionality is not as straightforward. It requires a little more training to get going. A feature for Salesforce "walk me through" for various functions would be extremely useful for Base functions.

Please see above in what I like best. It keeps me organized and helps with planning.

I like the contacts function. It is great to have a lot of information on our clients including correspondence history and likes and dislikes

I dislike how challenging it is to connect deals and contacts and how challenging it is to change an individual's company when they get a new job.

We are able to track a lead's progress and determine precisely how long the sales cycle is for each salesperson.

Hello, base is a really useful tools for our team! thank you

I don't like the way we extract data et that it does not link with all the platforms!

The reporting aspect is good!

Entering sales calls and contacts is user friendly. The task reminders are also very helpful.

The only issue I have ever had is when base is updated it takes some time to adjust to the new interface, and how things are organized.

Organization, efficiency, report bulding and analysis.

I like the simplicity of navigating through the BASE CRM. It is never difficult to find something on your own.

I wish BASE had a feature that would automatically create visually pleasing and organized Excel templates for data.

We are not so much solving a problem as we are creating a network of our clients. It is nice to have all past, current, and potential clients in one area.

The dashboard is a quick and accessible way of monitoring everything that I've completed and everything I have outstanding each day

Missed calls aren't always logged unless you go and check the communication center

Ability to text directly with clients from the Base CRM has been extremely helpful

The way I can create templates for my team to focus them On different pipelines

It doesn't seem to track out going emails properly which I would like to be one of our KPI's

To allow the sales team to work together and have accountability to me as the sales manager

I like that Base is very customizable and very initiative when it comes to the forms and data you can utilize for the administration portion of your sales system.

I don't like that Base can be very confusing for new users. It can take a while to get the hang of it. And it's very manual. If there were a way to transfer data from our site into Base more quickly that would be great!

We're using Base to track and convert our leads into Sales. Once they're in the system everything is easy to track.

Ability to customize fields, cross collaboration between business units. It is also very user friendly, which is important in our business because we have multiple units/locations, and don't want to spend any more training time than necessary.

Inability to measure metrics specific to our business, which other businesses would not use. The default reports are great, but would like to see the ability to customize these as well. Would also like to see more customization in the goals for items specific to our business.

Communication between business units has increased 10x, we've also been able to measure sales (and lost sales) in new ways that have been incredibly insightful.

I think that it is very easy to ask and answer questions with Base. They are changing and restructuring to meet the needs of their growing client base. With these questions there will inevitably be questions and there is always a helpful person that's easy to reach.

Something I dislike are the changes. That's only because you get used to the way something works and you make it work for your needs, and then one day it's different. But as I stated above, there is always someone to walk you through anything that is new and different.

It is an excellent way to track our prospects and our communication with them. We can also send mass emails each time we write a new piece and it tracks who we've sent it to and how they've interacted with that email.

I like the clean look. It is easy to use.

It has been a little difficult to fit Base with our Sales Cycles, however that is mostly because we have a weird cycle.

We are figuring out how to set up and organize our customers and how we interact with them. We are a new company and are still working out the details. Base has helped us a lot with that.

I really like the simplicity and organization of the program. As a manufacturers representative, I have a large complex network of distributors, end users, OEMs, etc. This program enables me to access all needed information in a single application. GetBase customer service is great as well!

I don't like how as an administrator I can't manually add distributors to the distributor fields. GetBase support has to do this. Also, filters would be beneficial to separate notes from GetBase users (so not everyone can see the data using the program).

A challenge that we faced was disorganization of all end user and distributor contacts. This program has helped us better organize our sales calls and take detailed notes with tasks to remind us for follow up, etc.

Very easy to use and intuitive enough that most people with a bit of an idea of the sales pipeline can hit the ground running easily. A great support team that are very responsive and always happy to help where they can. Smart lists are a good feature and the reporting works well.

Still needs improvement on lead merging for leads coming in from a third party.

Sales teams are able to effectively manage their prospects and deliver personalised connections.

Base has made it easy for our sales team to streamline communication with our target audience and to effectively organize them in stages, saving us a lot of time with our clients. The ease of calling, texting, emailing, and updating notes from one "contact page" has truly revolutionized our process so that if used effectively, we can map out where each client is at each step of the process. As a manager, I have had an easy time viewing my team's progress and tracking our deliverables.

Sometimes there are functions that don't update quickly or efficiently and cause hiccups in our process. One example is that I will oftentimes need to refresh the page once or twice before I am able to send a certain message.

Base has allowed more fluidity into our workday and it saves our team a lot of time. Enabling us to save specific templates, create call lists, and email specific groups allows us to devote more of our time to the actual conversation with the client, and creates a more authentic partnership between us and them.

I love the service provided and the ability to customize the product.

I have not had enough time to evaluate this question. Non at this time

I'm tracking my team's deals, pipelines and progress. I am able to be more proactive than reactive using this solution.

Love the app, so simple to use. I’m on the go a lot, and this is especially helpful at conferences where you talk to a lot of different people. Love the gmail integration, I don’t have to work hard to make this CRM work.

Wish there was a capability to import from my Prospecting tool, but it’s not one of the big ones so it likely hasn’t been requested much.

We are using this to track pipeline, where opportunities are stalling, to keep track of all details and notes. I love the ability to upload documents so I can keep my contracts and on-boarding documents all in one place. It has helped us stay on track and organized.

Customization and Customer Service and Ease of use

Takes time to customize based on my business needs... but thats my issue

Keeping buyers and sellers on track and in front of my team

Smart lists, smart lists and smart lists. This is virtually the best feature of Base. You can sort your contacts/leads/deals however you want or need. Built-in calling system with automatic recording - fantastic, built-in email client - another great feature.

You can't add a contact with two emails which is quite frustrating.

Managing sales process.

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.

I love the live tracking of activity and the ability to have all of the information on one screen.

The fact that for forecasting I can't break it out by station

Geographical targeting. i noticed that the eastern side of our DMA was not being called on as much as it should be.

Very good UI, clean, fresh and bell organized.

Needs more “closed” stages for some purposes (construction company)

We contact our customer multiple times before deal is closed: automatic call log is the best and helps sales team to remember input notes about discussion.

I really like the ease of use, and the smart list setups. However, if you do not know what you're doing, it is easy to miss projects with an incorrectly setup smart list. Being able to make a team wide smart list would be ideal, if that is not already a feature.

I sometimes have issues downloading files. Whether this is a base issue, or an amazon server issue I'm not sure.

Tracking jobs on the fly is very easy.

I love how easy it is to use. I didn't feel like there was a leaning curve when I first stared using the software, which is great for someone using a CRM for the first time or someone that wants to jump right in.

I didn't like that customer service was sometimes hard to get ahold of. A major dislike was that it seemed to add a lot of duplicate contacts when uploading contacts.

Base has helped in organizing and managing 1000's of contacts and helps prevent contacts from slipping through the cracks.