Easily capture sales opportunities that happen during a support process. CRM for Zendesk is designed specifically to work with Zendesk Support and enable you to build and manage sales pipelines. See what you can achieve with CRM and Deals:
As you’re working on a ticket and the sales opportunity shows itself, there’s no time for shuffling tabs. Click the Create deal button right in the ticket view to transfer the prospect’s name and company directly to CRM and Deals.
Customize pipelines to fit your unique sales process. Add as many sales stages to a pipeline and name them as you find necessary. You can also specify the probability of closing a deal for each stage or how long deals they stay idle in each stage before rotting (expiring).
Besides, you can configure an automated behavior in case your deals got stuck on a specific stage. So, that they can be moved to the lost status periodically.
Pipeline management is easier than ever with a simple drag-and-drop interface. And with the filtering option, you can quickly scan through the pipeline to understand where you’re standing with each deal. Use standard app filters or create custom ones. And here you can go as far as possible - filter your deals by assignee, status, or even lost reasons.
Add fields to deal forms that will help you to add a specific information abot the deal. The form you will use to create a deal already has a few default fields which help capture the basic information. You can add as many fields as you need. Though, we recommend keeping it simple.
Create your company’s products and services to link them to each deal. Thus, you will get more insight into the value of each deal and a clear understanding of how your sales work.
We bet you’ve already gathered thousands of contacts that you’ll be using in your sales process. ‘User status’ will give you a hand while trying to distinguish where each of them belongs in the customer lifecycle. There are 4 possible statuses to add: contact, lead, prospect, and customer. Distinguish between the users you have in your Zendesk and approach each in a personalized way.
The default deal form has one handy field called the Expected closing date. With its help, you can plan your sales and get an overview of your performance. Switch to a Forecast mode to see deals you’re expecting to close each month.
There are four types of reports you can use to analyze your performance. You can check the number of deals you got, how many opportunities you lost/ won, and the reasons why you lose deals.
On top of that, you can filter reports by:
The reports are downloadable, so that you can keep track of all your performance results in neatly formed CSV files on your PC.
Get the full history of actions taken with your Deals and Lead profiles - see who and when ran a specific action and which CRM object was influenced.