How to Build Your Own Zendesk Sell

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

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

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

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

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

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

Score deals to help identify and prioritize high-value opportunities

Build data-driven teams to unlock team productivity with lead generation capabilities

Score and prioritize leads to help reps focus on the most promising opportunities

Build targeted prospect lists and create customized email sequences to automatically follow-up with leads

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

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

Set up triggers and automate tasks to keep reps on target and eliminate repetitive work

Track and log all customer activities and interactions

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

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

Instantly log, record, and reference all calls, and send and receive texts directly from a lead, contact, or deal

Spend less time punching numbers with a custom call list that automatically cycles through customers and prospects

Configure advanced permission and role settings for scaling sales teams

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