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Description
Zendesk's CRM and Deals feature serves as a powerful sales tool that allows users to manage their sales pipelines directly within Zendesk Support, eliminating the need to purchase Zendesk Sell. This integration enables a seamless connection between customer service and sales activities, resulting in a cohesive and multi-channel platform. Below are some of the key functionalities of the application:
- Capture sales leads straight from Zendesk Support tickets
- Access a comprehensive history of each client's interactions
- Consolidate all pertinent sales deal information in a centralized hub
- Tailor and develop pipelines to align with your unique sales methodologies
- Add product descriptions to enhance your deals
- Incorporate various stages, details about products, and customer information
- Define reasons for lost deals along with their respective categories
- Automatically schedule the relocation of lost deals
- Attach relevant documents directly to your deals
- Generate analytical reports on reasons for lost deals, sales patterns, and additional insights
- Enjoy a user-friendly interface that facilitates straightforward navigation and accessibility.
With these features, your sales process can become more efficient and integrated with customer support.
Description
Optimize your sales pipeline with a focus on activity-driven selling. You can easily identify which deals require follow-up, have overdue tasks, and plan new activities directly from your pipeline interface. The Deals module is designed to monitor your leads and transactions throughout the sales process. You can create customized filtered views to showcase deals categorized by probability, sales stage, anticipated closing dates, deal amounts, and various other criteria. Successfully closed sales can be documented and visualized in a detailed sales pipeline report. This report offers insights that can be segmented by multiple variables, such as sales representatives and time periods. Additionally, you can generate forecasts for upcoming months, quarters, or even the entire year by analyzing previous sales data, competitive landscape, and emerging market trends. This comprehensive approach not only enhances visibility into your sales performance but also aids in strategic planning for future growth.
API Access
Has API
API Access
Has API
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Integrations
Constant Contact
Facebook
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
X (Twitter)
Zendesk
Integrations
Constant Contact
Facebook
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
X (Twitter)
Zendesk
Pricing Details
$6 per agent/per month
Free Trial
Free Version
Pricing Details
$12 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
GrowthDot
Founded
2015
Country
Ukraine
Website
growthdot.com
Vendor Details
Company Name
SnapForce Technologies
Founded
2013
Country
United States
Website
snapforce.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management