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Nate Bratlien

Beigetreten 09. Feb. 2023

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Letzte Aktivität 17. Juli 2023

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Community-Kommentar Feedback - Sales CRM (Sell)

Jakub Konik

I would like to see Sequence triggers added. If I change the stage of a deal to "sent a quote" I'd like for that deal to automatically enrolled in a sequence that I have set up to send automatic follow-up emails. 

Kommentar anzeigen · Gepostet 17. Juli 2023 · Nate Bratlien

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KommentarUsing email in Sell

Stephen Frost I actually just had this same issue. All of the sudden emails to clients I have already corresponded with were being blocked. Do you use a Gmail hosted email address? If so, try your best to get on the chat with a Google service member, and they will have you update your DNS with some code to clear that issue. I did this a few days ago, and the issue has disappeared. Good Luck!

Kommentar anzeigen · Gepostet 17. Juli 2023 · Nate Bratlien

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KommentarUsing email in Sell

CD Lazear The same thing happened to me. I no longer see the eyeball or paperclip as of a day or two. @... any answers on this one would be most helpful! Thank you :)

Kommentar anzeigen · Gepostet 14. Juli 2023 · Nate Bratlien

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Post Feedback - Sales CRM (Sell)

I have seen only the other 2 threads on this topic but they relate on to Zendesk TALK for the Support product. This feature would be for Zendesk SELL and the mobile app.

Feature Request Summary: 

Zendesk Sell’s mobile app (with voice activated) should have a way to access a dial pad for making outbound calls, not only to leads already in the system, but any phone # you would like. It looks like Zendesk Support’s Talk product has this dial pad feature in its browser version. This would be the same thing but for Zendesk Sell with Voice.

Description/Use Cases: 

As a sales agent utilizing Zendesk Sell with Voice to call upon leads, the phone # provided by Zendesk allows us to make calls through the CRM system rather than our personal phones. We might come across a phone number while prospecting, and not necessarily know who the right “contact” would before that phone #. This requires us to enter in fake information as a “lead” just to get the phone # in the CRM to make the call. If we had access to a dial pad, we could manually call the phone #, and then possibly be offered to save the contact information in the CRM system after the call is completed.

Business impact of limitation or missing feature:

This is an important feature as it creates double work for us as agents when we must enter incorrect/fake information in the CRM just to be able to call someone utilizing the Zendesk Sell Voice product.

Other necessary information or resources:

This is a link to the TALK product in Support:

https://support.zendesk.com/hc/en-us/articles/4408836235162-Making-outbound-calls

Gepostet 09. Feb. 2023 · Nate Bratlien

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