In this guide, we touch on some of the most important features in your Sell account that you can explore in your free 14-day trial, or when you are getting started with Sell.
You need admin rights to set up your Sell account.
We'll introduce you to the core Sell concepts and focus on areas of the platform that will most help you to elevate your sales, and improve pipeline and process management.
You can watch an overview video of Zendesk Sell here: Introduction to Sell.
This article contains the following sections:
- Lesson 1: Getting around in Sell
- Lesson 2: Adding data
- Lesson 3: Connecting your email
- Lesson 4: Creating a Smart List
- Lesson 5: Configuring your sales pipeline
- Lesson 6: Inviting your team
- Lesson 7: Using the mobile app
- Lesson 8: Integrating Zendesk Support with Sell
- Additional resources
Lesson 1: Getting around in Sell
The main areas of Sell are displayed along the top toolbar in your Sell home page. As an admin, you'll also use the Settings page to work with your Sell infrastructure.
The following table gives an overview of each of the pages that you can access from your top toolbar.
|Dashboard||Summary information page with most recent account activity, snapshot of your sales pipeline and key deals, and items that need your attention such as tasks and upcoming appointments.|
|Leads||Pre-qualified sales opportunities that still need to be nurtured. You'll work with leads until there's a qualifying event, such as scheduling a first appointment, which indicates that the lead is ready to be converted to a contact, or in other words, a qualified, legitimate prospect.|
|Contacts||Contacts are the people or companies you're selling to who have been qualified in some way. Contacts are your prospects and customers, where:
|Deals||Deals include all details about a sale that you'll manage with each person or company you're selling to. Deals are the same as opportunities in other systems, containing key information about every sale like deal value, and estimated close date.|
|Calendar||Your calendar holds all your appointments and tasks. Schedule appointments with a single click on the calendar, and an invitation is sent to the lead or contact. Drag and drop an existing appointment to reschedule it.|
|Tasks||Assign tasks and manage other user's tasks using filters such as due date.|
|Communications||Manage your emails, calls, and text messages with leads and contacts from the communication center.|
|Reports||Pre-built reports are ready for you to use. For more customizable reporting, see Smart Lists.|
|Notifications||Access the notification center to view web alerts and to understand when action items need your attention.|
|Quick Dial||Call anyone in your address book.|
You can manage certain features from your profile page. The most important of these for administrators is the Settings page, where you can manage all your account preferences and configurations. The following lessons highlight some of the most useful settings.
To access the Settings page, click your profile icon from the top toolbar, and click Settings.
The Settings page is displayed, with tabs for managing all the features of your account.
Lesson 2: Adding data
It's important to understand the difference between leads, contacts, and deals in Sell, so that you know where to start when it comes to adding your data.
There are several options for adding your data (see bringing leads into Sell from different sources). These are some ideas:
- Import data in bulk using a CSV (comma separated values) file
- Manually add leads or contacts
- Sync contacts directly from integrations such as Google or LinkedIn
- Use the Lead Capture Form from your website to add new leads automatically
- Try the Reach add-on: our built-in prospecting and enrichment tool
- Use the Sell REST API for automation
Lesson 3: Connecting your email
Sync your email conversations with leads and contacts in your Sell account from Settings > Tools > Email.
Integrating your business email with Sell provides a rich set of sales-specific email capabilities that make outreach and follow-ups easier in Sales.
After you sync your email, you can:
- View the number of times a lead or prospect has opened your email
- Include a link in your email and see the number of times it's been clicked on
- Get notified with an alert as soon as your email is first viewed
- Use Smart Lists to get dynamic email reports, for example, filtering by days since last communication, emails without a lead response, or last outgoing email
- Identify at-risk deals with email sentiment analysis
- Send personalized, targeted bulk emails
See setting up email for more information.
Lesson 4: Creating a Smart List
Smart Lists help you to drill down into different groups of leads, contacts, and deals, allowing you to manage multiple leads or contacts at once. A Smart List is an equivalent to a powerful Excel spreadsheet that's designed specifically for sales.
Smart Lists also enable you to take action on lists so that you can work with numerous prospects or customers at once. These are called bulk actions. Popular bulk actions include:
- Adding to a call list
- Sending a bulk email
- Applying tags
- Changing ownership
- Merging records
- Integrating an application, for example, MailChimp
You can create Smart Lists from the Lead, Contact, or Deal page, through the Working Center view.
Lesson 5: Configuring your sales pipeline
Configure your sales process in Sell by setting up your sales pipeline.
The sales pipeline is available from the Deals page, and can be configured in Settings > Customize > Pipelines.
Manage your sales process in pipeline stages that define your typical deal milestones. These stages help to organize and categorize your opportunities based on the progress you've made with each opportunity, and also have a direct impact on sales forecasting.
If you're unsure how to breakdown your sales process into pipeline stages, start by walking through your sales process from start to finish. Here are a few considerations to help you:
- How and where do you get leads?
- Who is the first person to engage with a new lead?
- Does anything need to happen before this initial outreach?
- After initial contact with a prospect, what happens next?
- Does a prospect work with multiple sales reps before becoming a customer? When does this pass-off occur?
- Determine any qualifying event that indicates a prospect has legitimate interest or is a good fit for the product or service you're selling
- At what point do you or your reps have enough information to produce a quote?
See Customizing your sales pipeline for more information.
Lesson 6: Inviting your team
You can invite other users to join Sell when you're happy that your Sell account has a solid foundation. Consider the roles that your users will have in your Sell organization.
You can add new users from Settings > Preferences > Manage Users.
Lesson 7: Using the mobile app
The Zendesk Sell mobile app for iOS and Android helps sales professionals to sell from anywhere. The app provides powerful selling capabilities alongside an intuitive interface, making Sell a great mobile sales solution, especially for field reps and outside sales teams.
- Visit tracking: find nearby prospects or customers and log in-person visits
- GeoVerification: each time you log a visit from the Sell mobile app, you can use geolocation to verify if the lead or contact's address stored in Sell matches the location of the user
- Calls from anywhere: automatic call logging and outcome tracking
- Offline access: access all your data offline and as soon as you reconnect, your activity will automatically sync back to Sell
- On-the-go reporting; From pipeline analysis to forecasting reports, the app provides visibility into your sales without tying you to your desk
- Real-time notifications: receive instant alerts to your mobile device
- Telephony integrations: use the Sell Android integration to sync calls and text messages from your call and text logs directly into Sell. See conversations recorded against corresponding leads and contacts helping you to see your timeline of interactions
- Proximity filtering: use the app proximity filter to identify prospects or customers close to your location
Lesson 8: Integrating Zendesk Support with Sell
Connecting your Zendesk Sell and Zendesk Support accounts enables you to create an integrated view of your prospects and customers, because sales reps can view support tickets directly from Sell. Support agents can also create new Sell leads directly from support tickets, view key sales details from Sell, and even notify sales reps about their prospects so that opportunities are never missed.
To use the integration, you'll need both a Zendesk Sell and Zendesk Support account.
Use these additional resources to help you get started with Sell.
- Attend a webinar: Join us for an Introduction to Zendesk Sell demo with live Q&A. Learn more and sign up here.
- Talk to sales: Connect with our sales team to better determine if Zendesk Sell is a good fit for you and your team.
- Check out our blog: Learn about the latest features in Zendesk Sell, tips for being a better sales professional, and thought leadership.
- Sign up for a free trial: Try out Sell features