Zendesk Sell is a sales force automation (SFA) tool to enhance productivity, processes, and pipeline visibility for sales teams. Sell stems from Zendesk’s acquisition of Base in September 2018, and is the deepest SFA integration on the Zendesk Marketplace.
Interested in giving Sell a try? Sign up for a trial here.
This app gives support agents more context from the sales process and allows them to notify sales of opportunities surfaced during a support conversation. Additionally, Support tickets can be accessed directly from Sell making every conversation with a customer visible across the organization.
Combining the power of Sell and Support enables sales and support teams to:
Connect buyers with closers
The Sell app creates a “Notify sales” button directly within Zendesk Support allowing agents to pass sales opportunities to the sales team as they occur. Within Sell the rep is notified and the agent’s notes are added to the customer feed.
Support tickets are displayed directly in Sell on related contacts, accounts and deals. Sell highlights and summarizes open tickets so your sales team always has full visibility into a customer's current sentiment and experience.
In addition to all communication, notes and tasks, Sell keeps a full record of Support tickets relating to an account, contact or deal that is easily sortable. With this comprehensive history of record, your sales team can easily understand the past context of an account, contact or deal.
With one click, sales teams can access additional ticket information directly in Support and work together with support to quickly reach a resolution.
What customers are saying:
“We’ve built our business around a customer experience powered by Zendesk Support and now Zendesk Sell. Our sales and support teams have a comprehensive view of the customer relationship enabling us to deliver a flawless experience across the customer journey.”
David Birchmier, Vice President at Simpleray, which offers technology-driven solar energy solutions
This app can be connected to any Zendesk Sell account, regardless of subscription. You’ll need to have admin privileges in Sell to complete app installation. This app will allow you to see Sell sales information within Support as well as ‘notify sales’ from any ticket.
- After installing the app in your Zendesk account, navigate to any ticket view to see the app.
- Click “Connect to Sell”. If you’re not yet logged in to Sell, you will be asked to do so. Make sure to log in using an admin account.
- Click “Connect” in Sell. This will complete the app installation process.
- Reload your Zendesk ticket view. You should now see contact information from Sell directly in Support.
For additional info refer to support article.
See Zendesk Tickets In Sell
Tighten the bond between support and sales by syncing Zendesk tickets into Sell. This is an additional integration that can be enabled from Sell settings. Click here for more information.