Shortlist delle alternative a Zendesk Sell
Le migliori alternative a Zendesk Sell sono piattaforme di customer relationship management (CRM) che combinano monitoraggio delle vendite intuitivo, integrazioni flessibili e personalizzazione, il tutto senza sacrificare la facilità d’uso. Se stai cercando alternative a Zendesk Sell, probabilmente desideri un CRM che si adatti al flusso di lavoro del tuo team, gestisca il tuo pipeline e si integri con il tuo stack di vendita senza problemi.
Questa guida ti offre un confronto chiaro tra i principali concorrenti di Zendesk Sell, così potrai scegliere con sicurezza le soluzioni che aumentano la produttività delle vendite e si adattano alla crescita della tua azienda.
Che cos’è Zendesk Sell?
Zendesk Sell è un CRM basato su cloud progettato per aiutare i team di vendita a gestire le pipeline, monitorare i lead e automatizzare le attività di vendita di routine. Offre un'interfaccia utente semplice, flussi di lavoro personalizzabili e strumenti di comunicazione integrati per email, chiamate e messaggistica.
Zendesk Sell punta ad aumentare la produttività offrendo una visibilità in tempo reale sulle attività e sulle prestazioni di vendita. È pensato per le aziende che desiderano un approccio unificato e collaborativo a questa soluzione di CRM per le vendite.
Riepilogo delle migliori alternative a Zendesk Sell
Questa tabella comparativa riassume i prezzi convenienti delle migliori selezioni di alternative a Zendesk Sell per aiutarti a trovare quella più adatta al tuo budget e alle esigenze della tua azienda.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for AI-driven Microsoft 365 connectivity | 30-day free trial available | From $65/user/month (billed annually) | Website | |
| 2 | Best for automation-heavy lead nurturing | 14-day free trial + free demo available | From $15/month (billed annually) | Website | |
| 3 | Best for rapid small-team CRM setup | 14-day free trial + free demo available | From $13/user/month (billed annually) | Website | |
| 4 | Best for post-sale project relationship tracking | 14-day free trial available | From $29/user/month (billed annually) | Website | |
| 5 | Best for all-in-one team collaboration tools | 15-day trial + free plan + free demo available | From $49/organization/month (billed annually) | Website | |
| 6 | Best for global enterprise sales forecasting | Free demo available | Pricing upon request | Website | |
| 7 | Best for unified sales and support intelligence | 14-day free trial | From $15/user/month (billed annually) | Website | |
| 8 | Best for modular open-source ERP integration | Free trial + free plan available | From $24.90/user/month (billed annually) | Website | |
| 9 | Best for enterprise-grade customizability | 30-day free trial + free demo available | From $25/user/month | Website | |
| 10 | Best for high-volume integrated telephony | 14-day free trial + free demo available | From $35/user/month (billed annually) | Website |
Perché Fidarsi delle Nostre Recensioni Software
Testiamo e recensiamo software RevOps dal 2022. In quanto leader RevOps, sappiamo quanto sia fondamentale (e difficile) scegliere il software giusto. Investiamo in ricerche approfondite per aiutare il nostro pubblico a prendere decisioni più consapevoli nell’acquisto di software. Abbiamo testato oltre 2.000 strumenti per diversi casi d’uso RevOps e abbiamo scritto più di 1.000 recensioni dettagliate.Scopri come manteniamo la trasparenza & la nostra metodologia di valutazione dei software.
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
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QuickBooks Online
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Recensioni delle alternative a Zendesk Sell
Di seguito trovi i miei riepiloghi dettagliati delle alternative a Zendesk Sell che sono entrate nella mia shortlist. Le recensioni offrono uno sguardo approfondito sulle funzionalità, i migliori casi d’uso e le integrazioni di ciascuna piattaforma CRM per aiutarti a scegliere quella che fa più per te.
Microsoft Dynamics 365 brings together CRM and automation capabilities built for teams already using Microsoft 365 in their daily work. I think midsize to large organizations looking for unified sales, marketing, and service data under one roof will find it especially useful.
Who Is Microsoft Dynamics 365 Best For?
Sales, marketing, and service teams at midsize and enterprise companies rely on Microsoft 365 for digital collaboration and workflow.
Why Microsoft Dynamics 365 Is a Good Zendesk Sell Alternative
I picked Microsoft Dynamics 365 Sales because Copilot is woven directly into the sales workflow. When I'm reviewing a deal, Copilot pulls together opportunity summaries, recent customer news, and past meeting notes so I can walk into any call fully prepared.
The Sales Qualification Agent runs lead research autonomously, which means my reps are only spending time on opportunities that actually merit attention. And because it's built on the same platform as Microsoft 365, my team's email, calendar, and Teams activity connect directly to our CRM records without any manual logging.
Microsoft Dynamics 365 Key Features
- Revenue forecasting: Predict revenue and track performance against targets using built-in forecasting charts and pipeline analytics.
- Sales sequence automation: Distribute automated sales guidance to teams, including AI-identified failure points in your sales sequences.
- Opportunity scoring: View AI-based scoring models and prioritized work lists to focus reps on the deals most likely to close.
Microsoft Dynamics 365 Integrations
Microsoft Dynamics 365 offers native integrations across the Microsoft ecosystem, including Microsoft 365 and Azure, as well as Zoom, PandaDoc, Docusign, and MailChimp. An API is available for custom integrations.
Pros and Cons
Pros:
- Customizable workflows for enterprise sales teams
- Automatic syncing with Microsoft 365 data
- Native AI insights powered by Copilot
Cons:
- Occasional sync delays with Outlook emails
- Requires Microsoft 365 adoption for full value
ActiveCampaign blends CRM, sales automation, and marketing features designed for teams that prioritize personalized journeys at scale. It’s a strong fit for digital agencies, e-commerce brands, and businesses looking to automate multi-channel lead handling.
Who Is ActiveCampaign Best For?
Marketing and sales teams at digital-first businesses that are seeking advanced automation for lead management and customer journeys.
Why ActiveCampaign Is a Good Zendesk Sell Alternative
I picked ActiveCampaign because its automation builder lets my team design deeply conditional lead nurturing sequences without writing a single line of code. For example, I can trigger a follow-up task for a rep the moment a lead opens an email, clicks a link, or hits a lead score threshold.
I also appreciate how deal pipelines connect directly to marketing automations, so a lead's behavior in an email campaign can automatically move them to a new pipeline stage. That kind of tight loop between marketing signals and sales actions is what makes it stand out for automation-heavy nurturing.
ActiveCampaign Key Features
- Contact scoring: Assign and update scores based on engagement behaviors like email opens, site visits, and form submissions.
- Win probability: Get an AI-generated likelihood score on each deal based on historical pipeline data.
- Sales reporting: Track deal outcomes, pipeline value, and rep activity through built-in dashboards.
ActiveCampaign Integrations
ActiveCampaign offers over 900 native integrations, including Salesforce, Shopify, WordPress, Facebook, Google Ads, WooCommerce, Calendly, Typeform, and Slack. Zapier and an API for custom integrations are also available.
Pros and Cons
Pros:
- Highly customizable deal pipeline stages
- Built-in lead and contact scoring tools
- Extensive automation builder for sales workflows
Cons:
- Initial setup time can be lengthy
- No native customer support ticketing features
Nutshell gives smaller sales teams a way to organize pipeline activity through an intuitive surface and customer communications with advanced features in one place. If you want a quick CRM setup that supports all team members without sacrificing easy reporting, email sync, or lead management, Nutshell fits right in.
Who Is Nutshell Best For?
Small businesses and startup sales teams that need a CRM with fast onboarding and straightforward tools for tracking deals and contacts.
Why Nutshell Is a Good Zendesk Sell Alternative
I picked Nutshell because it gets small sales teams up and running fast without weeks of configuration. I like how the guided pipeline setup walks you through deal stages right out of the box without the need for admin overhead or consulting.
My team uses Nutshell's built-in email sequencing to automate follow-ups directly from the CRM, eliminating the need for a separate tool. I also appreciate the activity reporting dashboard, which gives me a clear view of rep performance without diving into complex settings.
Nutshell Key Features
- Contact management: Store and organize contact and company records with full communication history in one view.
- Pipeline customization: Build multiple sales pipelines with custom stages to match your team's sales process.
- Lead routing: Automatically assign new leads to specific reps based on rules you define.
Nutshell Integrations
Nutshell offers more than 50 native integrations, including Google Workspace, Microsoft 365, Mailchimp, ActiveCampaign, Slack, QuickBooks Online, Dropbox, and GitHub. An API is available for custom integrations.
Pros and Cons
Pros:
- Contact records combine all communications
- Includes automated lead assignment rules
- Simple pipeline setup for small teams
Cons:
- No built-in VOIP dialer available
- No join-table reporting
Insightly is a CRM built for teams that need to manage complex customer relationships beyond the initial sale. I think you’ll appreciate its blend of sales, project, and delivery management in one connected workspace.
Who Is Insightly Best For?
Project-driven teams in professional services or consulting firms looking to manage ongoing client work and follow-up after the initial sale.
Why Insightly Is a Good Zendesk Sell Alternative
I picked Insightly because it offers a minimal learning curve and lets my team convert a closed deal directly into a project without leaving the CRM. I appreciate the pipeline-to-project handoff feature, which means customer context, contacts, and notes carry over automatically when a deal moves into delivery.
In practice, that means my team can track milestones, assign tasks, and manage client relationships in a single system rather than bouncing between a CRM and a separate project tool. For teams doing ongoing client work, that continuity is hard to find elsewhere.
Insightly Key Features
- Workflow automation: Trigger automated email sends, record updates, and task assignments based on predefined rules.
- Products, price books, and quotes: Build product catalogs, configure pricing, and generate branded quote PDFs from within a deal record.
- Performance dashboards: Build and share custom dashboards to track pipeline health and rep activity in real time.
Insightly Integrations
Insightly offers native integrations with Google Workspace, Microsoft 365, Mailchimp, QuickBooks Online, Xero, Slack, Dropbox, PandaDoc, DocuSign, and Zoom. It connects with Zapier and provides an API for custom integrations.
Pros and Cons
Pros:
- Relationship linking for mapping complex accounts
- Visual pipeline and Kanban board views
- Automatic project creation from closed deals
Cons:
- Email marketing tools feel basic
- Customization is limited without coding
Bitrix24 is a CRM that combines sales, collaboration, and project management in one platform. It’s a strong fit for small businesses or teams looking to centralize client communication and teamwork alongside deal tracking.
Who Is Bitrix24 Best For?
Distributed teams or small businesses that need integrated CRM, project management, and communication features in a single platform.
Why Bitrix24 Is a Good Zendesk Sell Alternative
I picked Bitrix24 because it replaces multiple tools at once. Instead of stitching together a CRM, a project manager, and a chat platform, my team can handle all three inside Bitrix24. I especially rely on the built-in workgroup spaces, where we link deals directly to task boards and internal chats without switching apps.
For teams that find Zendesk Sell too narrowly focused on the sales pipeline, Bitrix24 gives the full operational picture in one place.
Bitrix24 Key Features
- Pipeline management: Build and manage multiple sales pipelines with customizable deal stages and fields.
- Omnichannel contact center: Capture leads from web forms, live chat, WhatsApp, Instagram, and email into a single inbox.
- Automated funnels: Set up trigger-based workflows that move leads through stages and send notifications without manual input.
Bitrix24 Integrations
Bitrix24 offers native integrations with Zoho, Jira, Pipedrive, Trello, QuickBooks, Shopify, Mailchimp, Google Analytics, PayPal, Xero, RingCentral, and more. An API is available for custom integrations.
Pros and Cons
Pros:
- Customizable deal pipelines for multiple teams
- Omnichannel lead capture and contact center
- Extensive workflow and sales automation options
Cons:
- CRM reporting options are less flexible
- Interface can feel crowded and overwhelming
SAP Sales Cloud gives global sales organizations a CRM platform designed for complex, high-volume deal management. I think large enterprises in need of broad stakeholder collaboration and advanced sales analytics will appreciate its data-driven approach.
Who Is SAP Sales Cloud Best For?
Enterprises with global, multi-division sales teams looking for unified forecasting and complex opportunity management at scale.
Why SAP Sales Cloud Is a Good Zendesk Sell Alternative
Global enterprise forecasting is where I think SAP Sales Cloud genuinely earns its place. I rely on its predictive forecasting tools to flag at-risk deals before they slip, using real-time data and AI-driven analysis across large, multi-region pipelines.
I also appreciate how AI-optimized territory mapping and quota allocation work together, automatically balancing workloads across divisions based on actual performance data. For teams running high-complexity B2B sales cycles, that level of planning depth is hard to find in most CRM alternatives.
SAP Sales Cloud Key Features
- Guided selling: Access recommended next steps and playbooks during active deals based on deal stage and customer data.
- Visit planning: Schedule and log field sales visits with geo-mapping and route optimization built in.
- Automated lead routing: Assign incoming leads to the right reps based on predefined rules for territory, product line, or deal size.
SAP Sales Cloud Integrations
Native integrations include Microsoft Teams and tools in the SAP ecosystem such as SAP ERP, SAP CPQ, and SAP S/4HANA. An API is available for custom integrations.
Pros and Cons
Pros:
- Extensive territory and quota management features
- AI-driven opportunity scoring and recommendations
- Advanced enterprise-grade sales forecasting tools
Cons:
- Workflow automation features require setup expertise
- Complex implementation for most organizations
HubSpot Sales Hub unifies sales, marketing, and support data to provide a single view of the customer. It is ideal for teams that rely on integrated sales and service insights to drive growth.
Who Is HubSpot Sales Hub Best For?
Sales and customer-facing teams who need shared customer data across departments in growing businesses.
Why HubSpot Sales Hub Is a Good Zendesk Sell Alternative
I picked HubSpot Sales Hub because it connects sales activity and customer support history in a single contact record, so my team never enters a conversation blind. I appreciate the AI features like conversation intelligence, which automatically transcribes and analyzes sales calls to surface coaching moments and deal risks.
My team also uses the deal inspection view to check pipeline health alongside customer service tickets, which gives us a fuller picture of account status than most CRMs offer. In practice, that means my reps spend less time switching between tools and more time acting on the right signals.
HubSpot Sales Hub Key Features
- Email tracking: Get notified the moment a prospect opens an email or clicks a link.
- Sales sequence automation: Enroll contacts in timed email and task sequences to follow up automatically.
- Predictive lead scoring: Automatically rank contacts based on their likelihood to close.
HubSpot Sales Hub Integrations
HubSpot Sales Hub offers native integrations with Asana, Gmail, Outlook, Google Workspace, Slack, Zoom, Airtable, Trello, Shopify, Jira, and more. An API is available for custom integrations.
Pros and Cons
Pros:
- Contact profile shows all sales and support activity
- Native email tracking and scheduling built in
- Pipeline and support tickets visible in one view
Cons:
- Added cost for some integrations and features
- Bulk data updates not available on all tiers
Odoo is a modular CRM platform that appeals to companies looking for tight integration with broader business operations. If you want a system that connects sales, inventory, and finance in a single, customizable environment, Odoo stands out.
Who Is Odoo Best For?
Mid-sized businesses and enterprises that want a customizable CRM connected to inventory, accounting, and project management in a unified, open-source suite.
Why Odoo Is a Good Zendesk Sell Alternative
I picked Odoo because its CRM module is designed to work alongside the rest of the Odoo suite. When a deal closes, my team doesn't have to trigger anything in a separate system manually, including sales orders, inventory updates, and invoicing.
I rely on AI lead scoring to keep reps focused on the right opportunities, and automated activity scheduling for follow-ups. For teams running on Zendesk Sell but needing tighter ERP-level visibility, Odoo closes that gap without requiring a separate platform.
Odoo Key Features
- Kanban pipeline view: Drag and drop deal cards across stages to move opportunities through your pipeline visually.
- Quotation builder: Generate product-based quotations directly from an opportunity with a built-in product catalog.
- Automated activity scheduling: Odoo plans the next sales activity automatically based on your defined sales script.
Odoo Integrations
Native integrations are not publicly listed. An API is available for custom integrations.
Pros and Cons
Pros:
- Deep integration with accounting and inventory tools
- Visual pipeline with automated activity scheduling
- Modular apps for extended ERP functionality
Cons:
- Upgrades and maintenance may require IT expertise
- Steep setup process for advanced workflows
Salesforce Sales Cloud is a flexible CRM built for organizations that demand deep customization options and process control. If your business needs to manage complex sales cycles, unify data, or automate detailed workflows, this platform is built with you in mind.
Who Is Salesforce Sales Cloud Best For?
Large enterprises or multinational teams that need highly customizable workflows and advanced sales automation across multiple regions or business units.
Why Salesforce Sales Cloud Is a Good Zendesk Sell Alternative
I picked Salesforce Sales Cloud because it offers deeper levels of customization compared to some other CRM tools. Custom objects let my team model our exact sales process rather than fitting our workflow into a predefined structure.
I also rely heavily on Flow Builder, Salesforce's no-code automation tool, to trigger multi-step actions across records without touching code. For enterprise teams managing complex, non-linear sales cycles across multiple product lines or regions, that level of configurability is genuinely difficult to replicate elsewhere.
Salesforce Sales Cloud Key Features
- Opportunity management: Track deals through every stage of a customizable pipeline, with fields, views, and stage criteria you define.
- Lead management: Capture, score, and route incoming leads, then track them through to conversion without leaving the platform.
- Revenue lifecycle management: Manage product catalogs, configure CPQ, handle contracts, and connect billing all within the same system.
Salesforce Sales Cloud Integrations
Salesforce Sales Cloud offers thousands of native integrations, including ActiveCampaign, Conga, PandaDoc, Jotform, QuickBooks Online, DocuSign, and more. An API is available for custom integrations.
Pros and Cons
Pros:
- Scales well for multi-region deployments
- Custom report and dashboard builder
- Advanced automation for multi-step sales processes
Cons:
- Field-level customizations can complicate data mapping
- Admin setup requires significant expertise
Close is a CRM designed with a focused user experience for sales teams that manage a high volume of calls and outreach. It appeals to fast-growing companies needing built-in calling, SMS, and automation to keep deals moving efficiently.
Who Is Close Best For?
Outbound sales teams in SaaS and tech companies that rely on phone outreach to drive pipeline and revenue.
Why Close Is a Good Zendesk Sell Alternative
I picked Close because the built-in power dialer lets my team call through a list automatically, logging calls and leaving voicemails without manual effort. I also appreciate the predictive dialer, which connects reps only when a live person answers, so no one wastes time on dead air.
In practice, my team can run multi-touch sequences that blend calls, emails, and SMS from a single contact record without switching tools. For outbound-heavy sales teams, that level of telephony depth is hard to find in a CRM.
Close Key Features
- Pipeline view: Visualize and manage deals across customizable stages in a drag-and-drop board.
- Smart Views: Save filtered contact and lead lists based on dynamic criteria for quick access.
- Email sequences: Automate follow-up emails with scheduled, personalized outreach tied to contact activity.
Close Integrations
Close offers 100+ native integrations, including Zoom, Microsoft 365, Calendly, Make, Google Workspace, and SavvyCal. It also connects with Zapier and has an API for custom integrations.
Pros and Cons
Pros:
- Call coaching and real-time listening features
- Integrated SMS and email in one platform
- Native power dialer for high call volume
Cons:
- No built-in customer support ticketing
- Workflow automation limited to higher tiers
Altre alternative a Zendesk Sell
Ecco alcune altre alternative a Zendesk Sell che non sono entrate nella mia shortlist, ma che meritano comunque di essere considerate:
- Copper
For native Google Workspace integration
- SugarAI
For predictive B2B precision selling
- Salesflare
For automated zero-input data entry
- LeadSquared
For high-volume lead capture and routing
- EngageBay
For affordable all-in-one sales and support
- Bigin by Zoho CRM
For simple pipeline-focused small business
- Zoho CRM
For AI-driven sales automation value
- monday CRM
For visual pipeline and workflow agility
- Pipedrive
For AI-powered activity-based selling
- Freshsales
For AI-powered contact scoring
Criteri di selezione delle alternative a Zendesk Sell
Nella selezione delle migliori alternative a Zendesk Sell da includere in questo elenco, ho considerato le esigenze comuni degli acquirenti e i principali punti dolenti relativi ai software CRM, come la complessità della gestione del pipeline e la frustrazione dovuta a una limitata automazione. Ho anche utilizzato il seguente framework per rendere la valutazione di ciascun CRM di vendita strutturata ed equa:
Funzionalità principali (25% del punteggio totale) Per essere inclusa in questa lista, ogni soluzione doveva coprire questi casi d’uso comuni:
- Gestire contatti e account
- Monitorare le opportunità di vendita
- Registrare interazioni e comunicazioni
- Automatizzare le attività di vendita di routine
- Generare report su pipeline e previsioni di vendita
Funzionalità distintive aggiuntive (25% del punteggio totale) Per contribuire a restringere ulteriormente le alternative, ho cercato anche caratteristiche uniche, come:
- Analisi di vendita potenziate dall’intelligenza artificiale
- Supporto nativo multivaluta
- Assegnazione automatica dei territori
- Strumenti integrati per telefonate ed email
- Dashboard di attività in tempo reale
Usabilità (10% del punteggio totale) Per avere una percezione dell’usabilità di ciascun sistema, ho valutato quanto segue:
- Facilità di navigazione tra i moduli
- Semplicità dell'interfaccia
- Velocità nel completamento delle attività
- Qualità dell’esperienza mobile
- Design visivo moderno e chiaro
Onboarding (10% del punteggio totale) Per valutare l’esperienza di onboarding di ciascuna piattaforma, ho preso in considerazione i seguenti aspetti:
- Disponibilità di guide rapide
- Accesso a modelli per la configurazione
- Presenza di tour del prodotto e walkthrough
- Supporto tramite chatbot o assistenza dal vivo
- Video formativi e webinar live
Assistenza clienti (10% del punteggio totale) Per valutare i servizi di assistenza clienti di ogni fornitore di software, ho considerato i seguenti elementi:
- Accesso all’assistenza via chat dal vivo
- Reattività del team di supporto
- Disponibilità di documentazione di supporto
- Gamma di canali di supporto offerti
- Qualità degli articoli della knowledge base
Rapporto qualità-prezzo (10% del punteggio totale) Per valutare il rapporto qualità-prezzo di ciascuna piattaforma, ho considerato i seguenti fattori:
- Trasparenza dei piani tariffari
- Flessibilità delle condizioni contrattuali
- Funzionalità incluse in ogni fascia
- Sconti per pagamenti annuali
- Costo totale rispetto alle funzionalità offerte
Recensioni dei clienti (10% del punteggio totale) Per comprendere la soddisfazione generale dei clienti, ho valutato le seguenti aree leggendo le recensioni:
- Valutazioni complessive a stelle e relative tendenze
- Affidabilità e uptime segnalati
- Elogi o critiche all’assistenza clienti
- Feedback sulla completezza delle funzionalità
- Reclami o elogi ricorrenti degli utenti
Perché Cercare un’Alternativa a Zendesk Sell?
Sebbene Zendesk Sell sia una buona scelta come software CRM, ci sono diversi motivi per cui alcuni utenti cercano soluzioni alternative. Gli utenti di Zendesk Sell potrebbero desiderare un’alternativa perché…
- Desideri strumenti avanzati per la previsione
- La tua azienda e il tuo team necessitano di una maggiore automazione dei processi
- Hai bisogno di opzioni di integrazione più ampie
- Il tuo team sta crescendo oltre le esigenze di base di un CRM
- Lavori in mercati nei quali Zendesk Sell non è disponibile
- Hai bisogno di funzionalità di vendita specifiche per il tuo settore
Se ti ritrovi in una di queste situazioni, sei nel posto giusto. Il mio elenco contiene diverse opzioni di software CRM più adatte ai team che affrontano queste sfide con Zendesk Sell e sono alla ricerca di soluzioni alternative.
Funzionalità Chiave di Zendesk Sell
Ecco alcune delle principali funzionalità di Zendesk Sell, per aiutarti a confrontare ciò che offrono le soluzioni alternative:
- Gestione della pipeline di vendita: Visualizza, personalizza e monitora ogni fase del processo di vendita per avere maggiore chiarezza e controllo sull'avanzamento delle trattative.
- Gestione di lead e contatti: Conserva, organizza e aggiorna registri dettagliati di lead e contatti, con storici delle attività e note.
- Monitoraggio delle attività: Registra chiamate, email, riunioni e compiti direttamente all'interno delle trattative per mantenere una cronologia completa delle interazioni.
- Reportistica e analisi: Genera report di vendita dettagliati e dashboard per monitorare prestazioni, ricavi e tendenze di conversione.
- Punteggio lead automatizzato: Usa regole e criteri per dare priorità ai lead con maggiori probabilità di conversione, così il team commerciale può concentrarsi in modo efficiente.
- Accesso da mobile: Accedi e aggiorna i tuoi dati di vendita, contatti e attività ovunque ti trovi con l'app mobile Zendesk Sell.
- Comunicazioni integrate: Effettua chiamate, invia email e programma appuntamenti direttamente dalla piattaforma, con registrazione automatica.
- Gestione di compiti e appuntamenti: Imposta promemoria, assegna follow-up e pianifica azioni future per far avanzare le trattative.
- Campi personalizzati e tag: Personalizza il modello dati del CRM per raccogliere informazioni specifiche per il tuo business e segmentare i registri.
- Integrazioni marketplace: Estendi Zendesk Sell collegandolo a strumenti di terze parti per marketing, supporto e produttività.
