CRM and Deals for Zendesk

Score9.4 out of 10

15 Reviews and Ratings

What is CRM and Deals for Zendesk?

Categories & Use Cases

Customer Relationship Management (CRM)

Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Opportunity management
Users can track deals and create quotes.
Category average: 8

Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.6
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.6
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8

Ntombifuthi Zimba

Quality Assurance Agent in Sales at Motorway (201-500 employees employees)

Use Cases and Deployment Scope

CRM and Deals for Zendesk is a big part of the organization that I work for, We use Zendesk for tickets that need to be worked on and it helps a lot when we need to send out micros to our customers. CRM and Deals assists in making sure that the business process is always followed and the queries are attended to as soon and they come in.

Pros

Provide open tickets for customer queries
Helps the business create micros
Send out messages to cuctomers

Cons

Customers should be able to rate tickets
A feature to add alternative email address
Add notification to manager when there is a ticket with bad rating

Return on Investment

Its positive impact is that you can create micros which saves the agents time
It easy to browse for tickets
It easy to add internal notes for other agents to have an understanding what has been done on that particular ticket

Usability

Alternatives Considered

Slack

Other Software Used

Slack, Agency Dashboard

Verified User

Manager in Marketing (5001-10,000 employees employees)

Use Cases and Deployment Scope

During my time at [...], I have been utilizing CRM and Deals for Zendesk features in enhancing my customer relationship management and streamline sales processes effectively. By leveraging these tools, I was able tom improve customer interactions, track sales opportunities, and facilitate seamless communication between trans. The integration enabled my support team to manage leads more efficiently, resulting in increased conversions and customer satisfaction. My experience using these tools has equipped me with valuable skills in sales pipeline management and customer engagement strategies.

Pros

Enhance customer interactions
Track Sales opportunities
Manage leads effectively

Cons

Expand customization capabilities to align with diverse business needs
Multi-Language Support
Simplified User Interface

Return on Investment

Increased engagement on clients and stakeholders
More sales opportunities due to effective lead generation and management
Customer retention because of its support system

Usability

Alternatives Considered

Assembled

Other Software Used

Zoho Assist, Slack

CRM and Deals for Zendesk

What is CRM and Deals for Zendesk?

Categories & Use Cases