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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Provide each member of your sales team with the appropriate level of visibility to foster accountability and maintain the integrity of pipeline data. Instantly boost productivity across the board with user-friendly pipeline displays, roll-up summaries, and status indicators for various opportunities. Built directly on the Salesforce Lightning Platform, this solution ensures robust data security, quick deployment, and smooth integration with existing business workflows. Effortlessly track the movement of deals in and out of your pipeline, encompassing new opportunities, successful closes, lost deals, and adjustments. Summary calculations illustrate the fluctuations in total value, alongside all relevant data that contributes to the overall outcome. Easily delve into each individual deal to examine their changes without navigating through multiple windows, tabs, or clicks. Implement visual indicators in conjunction with numerical data to assess pipeline risk based on deal factors such as quantity, value, status, and timing. Moreover, assessing key information for specific deals allows for a deeper understanding of the context surrounding each transaction, enabling you to identify potential issues swiftly. This comprehensive approach not only enhances decision-making but also strengthens your overall sales strategy.

Description

Zendesk's CRM and Deals feature serves as a powerful sales tool that allows users to manage their sales pipelines directly within Zendesk Support, eliminating the need to purchase Zendesk Sell. This integration enables a seamless connection between customer service and sales activities, resulting in a cohesive and multi-channel platform. Below are some of the key functionalities of the application: - Capture sales leads straight from Zendesk Support tickets - Access a comprehensive history of each client's interactions - Consolidate all pertinent sales deal information in a centralized hub - Tailor and develop pipelines to align with your unique sales methodologies - Add product descriptions to enhance your deals - Incorporate various stages, details about products, and customer information - Define reasons for lost deals along with their respective categories - Automatically schedule the relocation of lost deals - Attach relevant documents directly to your deals - Generate analytical reports on reasons for lost deals, sales patterns, and additional insights - Enjoy a user-friendly interface that facilitates straightforward navigation and accessibility. With these features, your sales process can become more efficient and integrated with customer support.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Appify Yes 
Honeywell Forge Yes 
Salesforce Yes 
Salesforce Agentforce 360 Platform Yes 
Salesforce Sales Dialer Yes 
Teamworks Yes 
Virtalis Reach Yes 
Zendesk No 

Integrations

Appify No 
Honeywell Forge No 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Salesforce Sales Dialer No 
Teamworks No 
Virtalis Reach No 
Zendesk Yes 

Pricing Details

$20 per month
Free Trial Yes 
Free Version No 

Pricing Details

$6 per agent/per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Akoonu

Country

United States

Website

www.akoonu.com

Vendor Details

Company Name

GrowthDot

Founded

2015

Country

Ukraine

Website

growthdot.com

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Alternatives

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Coevera

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