Close CRM vs. Zendesk Sell

Close is my #1 choice for sales teams, both inbound and outbound. The telephony features in Close are exceptional and they lead the Industry in features and innovation. The power dialer increases productivity by cutting down the manual time of physically dialing calls. All calls and interactions including SMS messages are automatically logged to the client's account within the CRM.

Incentivized

I think that for a company that creates any sales and needs to house their client information, the Base is perfect. The price of the program makes it completely worth the investment. And to be able to use customizations makes it possible for any business that does sales use Base for their orders. I would say for companies that use legal contracts or binding contracts for their business, Base may be too simple for their needs. We work in tandem with a company that always has contracts going back and forth, and the build out of the customizations here weren't really going to work for them.

Incentivized

• You can search for prospects by your activity & notes.
• It helps automate the follow up process.
• It ties cold emailing into a powerful CRM all in one portal.

Incentivized

• Integrates well with FullContact, Slack via Zapier, and Gmail and google calendar.
• Excellent mobile app for iPhone lets salespeople have data at their fingertips and enter notes at conferences, in elevators, wherever.
• Does all the basic things a salesperson needs to be productive, contacts capture, deal capture, documents, smart linking of contacts to deals, and nice reminder features.

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• Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!

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• There was no ability to add prospects from a company domain or email to auto-fill any data.
• You had to type in all of the data you gathered about that prospect.
• The default only gave you two phone numbers for the company, too few.

Incentivized

The integration with the other Zendesk products is key. Allows other people in the company, such as support, to be involved in the sales process.

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Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.

Incentivized

I received about two hours worth of training on Zendesk Sell (formerly Base CRM). I will say it's a clean look and the ability to change views is extremely helpful. I do wish there were other features that allowed the views to be more simplistic. Some views can be overwhelming to look at. Nevertheless with the minimum training, I am still able to navigate through Zendesk Sell (formerly Base CRM) successfully due to the ease of usability.

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Always available and easy connection from Zendesk Support

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Never any latency issues

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Close's support team offers a really good service, they are always willing to help with whatever is needed or arises, they investigate everything they need to find a solution and give an answer as quickly as possible, their attitude is better and their optimism really helps in times of stress, they do a great job in record time.

Incentivized

Due to the ease of the product, I have not had the chance to reach out to support yet. I’ve had no reason. The resources provided to clients are extremely helpful and detailed. So far my questions have been pretty basic and I generally just ask my colleague or teammate. They're able to assist with the answer.

Incentivized

This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.

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Simple, and straight forward.

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For a specific sales team, Close performs better sales tracking and email and SMS management, with a fresh and modern interface, making the team's work more comfortable, with a holistic (but not complete) tracking and reporting of the data. Helping to improve the performance of each agent and obtain better results. For all other campaigns we use the predictive dialers mentioned above, Close is better for tracking current customers and for warm leads.

Incentivized

Zendesk Sell is not as robust as other leading CRM tools I have used in the past like Salesforce. Salesforce is the market leader and is always leading the way in innovation. Salesforce objects management is better simpler and allows the user to customize different screens and have different dashboards for reporting reasons. This is definitely a good alternative to Salesforce especially if you are currently using any other Zendesk products like Zendesk support.

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Always on, always available.

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• Has allowed us to have full visibility into our pipeline
• Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature

Incentivized

• Increased efficiency with a central hub for all of our customer data.
• Workflows are easy to set up and beneficial for us.
• Received minimum training, therefore it's easy to navigate.
• Reduced employee costs. Employees can spend more time completing other important tasks.

Incentivized