Zendesk Sell

Manage team access with advanced permission and role controls

Predict deal volume and forecast revenue growth to improve sales strategy, planning, and team management

Gain actionable insights using thousands of customizations and view sales metrics with pre-built dashboards

Improve pipeline visibility with pre-calculated metrics like deal source performance and loss reasons

Analyze lead and deal progression and quickly identify bottlenecks across each stage of the pipeline

Build trigger-based actions to eliminate admin work, automate workflow, and ensure all customers receive attention

Set up email and task sequences to automatically engage leads and streamline outreach

Set up triggers and automate tasks to keep sales reps on target

Spend less time on manual dialing with a custom call list that automatically cycles through customers and prospects

Instantly log, record, and reference all calls, and send/receive texts directly from leads, contacts, or deals

Manage leads, contacts, and account information in one platform to get full customer context

Manage and organize leads, contacts, and deals in one centralized platform

Customize Sell to fit business needs by bringing custom objects to leads, contacts, and deals

Score deals to focus on the most valuable opportunities

Send bulk emails to filtered smart lists of prospects or customers with automatic merge tags to pull in information

Build targeted prospect lists and create customized email sequences for automatic follow-up

Track an account's recurring revenue and view historical records to subscription end dates in smart lists

Plug into existing tech stack with rich, open APIs or build custom solutions using the Zendesk apps framework

Integrate Zendesk Sell and Support to exchange key data and insights across sales and support teams

Sync existing email to Sell with alerts, templates, and automatic tracking

Effortlessly connect to favorite apps in the Zendesk Marketplace with one click

Build data-driven teams and unlock team productivity through lead generation tools

Score leads to prioritize high-quality prospects

Stay connected to prospects and customers from anywhere with additional features like geolocation

Segment and filter leads and deals in real-time while saving lists of frequently accessed data views

Work uninterrupted through routine sales activities like outreach and follow-up to streamline daily tasks

Access out-of-the-box reports examining key metrics like calls made, email outcomes, and appointments held

Create custom performance dashboards using 10 drag-and-drop widgets to monitor goals, deal activity, and tasks

Automatically track and log all sales activities and interactions