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What is Zendesk Sell?

Enhance your sales effectiveness with Zendesk Sell, which was previously known as Base, a cutting-edge CRM system specifically designed for today's sales teams. This platform simplifies operations for sales teams of all sizes, ranging from small businesses to large enterprises, boosting their productivity while providing clearer insights into sales pipelines. Thanks to its intuitive interface, teams can efficiently access and evaluate essential data, prioritize leads and opportunities, and take sales actions based on informed insights. Users have the convenience of making calls, sending emails, scheduling meetings, and keeping track of deal histories all from one centralized platform, thus eliminating the hassles of manual data entry. When it comes time to close deals, Zendesk Sell allows you to do so from virtually anywhere, ensuring that the functionality of a desktop tool is available in your pocket, even offline. In contrast to traditional sales management systems, which can often be complex and hard to use, Zendesk Sell prioritizes ease of use, enabling sales professionals to concentrate on their primary goal—selling. This forward-thinking approach not only boosts efficiency but also encourages teamwork among colleagues, making it an essential tool for any sales organization looking to thrive in a competitive market. Moreover, its adaptability to various sales strategies makes it suitable for a wide array of business models.

What is Equisoft/connect?

Strengthen your enduring client relationships by leveraging our specialized CRM software crafted for financial advisors. Equisoft/connect is a cutting-edge, cloud-based CRM solution specifically designed for financial professionals, enabling you to gather all pertinent insurance and investment information about your clients in one place. This software acts as a powerful tool for productivity, marketing, sales, and compliance, ensuring that you spend less time hunting for essential client details and more time nurturing relationships with both clients and prospects. With Equisoft/connect, all the information you need about your clients is conveniently available within a single platform, which erases the hassle of toggling between different systems to access client data. The various modules provided by Equisoft/connect allow you to easily monitor clients’ insurance policies and investments, communicate through email, and manage appointments and documentation without any fuss—all from a unified application. This efficient methodology ultimately paves the way for deeper client engagement and significantly improves the quality of service you provide. By adopting this innovative tool, you not only streamline your processes but also create a more personalized experience for your clients, which can lead to increased loyalty and satisfaction over time.

Media

Media

Integrations Supported

Avoma
Contacts+
Documati
Facebook
Fireflies.ai
FlowUp
Kixie PowerCall & SMS
Knit Unified API
MediaOS
Microsoft Outlook
NUACOM
Paycove
Saleshub
Simplii
SyncSmart
TrueMail
Truto
Zendesk Explore

Integrations Supported

DocuQuest
Equisoft/illustrate

API Availability

API Availability

Pricing Information

$19 per user per month
Free Trial Offered?

Pricing Information

$89.00/month/user
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zendesk

Date Founded

2008

Company Location

United States

Company Website

www.zendesk.com/sell/

Company Facts

Organization Name

Equisoft

Date Founded

1991

Company Location

Canada

Company Website

www.equisoft.com/products/advisor-crm-connect

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management

CRM

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

Financial CRM

Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Dashboard
Data Management
Lead Capture
Lead Scoring
Performance Management

Insurance CRM

Not specified

Sales Analytics

Not specified

Sales Force Automation

Call Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Sales Forecasting
Territory Management

Sales Tracking

Not specified

Categories and Features

Financial CRM

Asset Management
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Insurance CRM

Not specified

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