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Average Ratings 13 Ratings

Total
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features
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support

Description

Insight for Sales Strategy seamlessly adjusts to the unique processes involved in finalizing sales for your organization's offerings. You can enter or import accounts from your existing contact management or CRM systems, enabling efficient tracking of each account's journey as it transitions from a lead to a prospect and finally to a completed sale. Moreover, you can easily prioritize multiple accounts to identify those with the highest likelihood of achieving sales success. The sales pipeline data can be exported into a spreadsheet compatible with Excel for further analysis. This tool enables you to assess each account thoroughly to gauge its chances of success. Beyond monitoring the status of accounts within the pipeline, sales representatives can assign a contract value to each prospect, which comprises individual product costs, while also noting the status of necessary reviews within the client's organization, such as financial and legal assessments, alongside an overall probability of closing the deal. This comprehensive approach ensures that sales teams can effectively manage their opportunities and focus on the most promising leads.

Description

Boost your sales performance with Zendesk Sell, formerly known as Base, which is an innovative CRM solution tailored for contemporary sales teams. This platform streamlines the processes for small, mid-sized, and large enterprise sales teams, enhancing their productivity and improving visibility into their sales pipelines. With its user-friendly interface, teams can easily access and analyze pertinent data, prioritize leads and opportunities, and initiate sales actions driven by insights. Users can make calls, send emails, schedule meetings, and track deal histories all in one convenient location, eliminating the need for tedious manual logging. When it's time to finalize transactions, Zendesk Sell empowers you to do so from anywhere, putting the capabilities of a desktop sales tool right in your pocket—even without an internet connection. Unlike traditional sales management solutions that can be cumbersome and challenging to navigate, Zendesk Sell is designed for simplicity, ensuring that sales representatives can focus on what they do best—selling. This modern approach not only enhances efficiency but also fosters collaboration among team members, making it an invaluable asset for any sales organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gravity Data No 
Grow No 
Insightly No 
Interseller No 
JustCall No 
Lime Connect No 
Microsoft Excel Yes 
Mobile Text Alerts No 
Nekton.ai No 
Quickwork No 
Reply No 
SyncSmart No 
UniVoIP Cloud Contact Center No 
Unified.to No 
Voxloud No 
Zendesk Explore No 
Zendesk Sunshine No 
Zoho Directory No 
ebCard No 
zipForm Plus No 

Integrations

Gravity Data Yes 
Grow Yes 
Insightly Yes 
Interseller Yes 
JustCall Yes 
Lime Connect Yes 
Microsoft Excel No 
Mobile Text Alerts Yes 
Nekton.ai Yes 
Quickwork Yes 
Reply Yes 
SyncSmart Yes 
UniVoIP Cloud Contact Center Yes 
Unified.to Yes 
Voxloud Yes 
Zendesk Explore Yes 
Zendesk Sunshine Yes 
Zoho Directory Yes 
ebCard Yes 
zipForm Plus Yes 

Pricing Details

$229.95 one-time payment
Free Trial No 
Free Version No 

Pricing Details

$19 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MBAWare

Founded

2014

Country

United States

Website

www.mbaware.com/product/insight-for-sales-strategy

Vendor Details

Company Name

Zendesk

Founded

2008

Country

United States

Website

www.zendesk.com/sell/

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Product Features

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling No 
Time Management No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management No 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Scoring Yes 
Performance Management Yes 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Force Automation

Call Management Yes 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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