If you are new to Zendesk Sell and need a place to start, or have been using Sell for a while and want to make sure your team is getting the most value out of Sell, check out our video series.
This video series will get you started and quickly getting value from Sell, whether you’re trialing Sell or have already purchased a plan. Below each video, you'll find a relevant article.
Part 1: Learn (10 minutes)
Part 2: Setup (90 minutes)
- Add your team
- Build your sales pipeline
- Add custom fields
- Integrate your email
- Integrate your calendar
Part 3: Add Your Data (90 minutes)
Part 4: Get Selling (20 minutes)
- Build a Smart List
- Dial using Sell Voice
- Download the mobile app
- Create a smart list for Deals closing this month
- Use Power Dialer
- Automate task actions
Let's get started!
Part 1: Learn
The very basics - 5 mins
Make sure you understand the difference between leads, contacts, and deals.
Part 2: Setup
Add your team - 15 mins
Add in your team or your colleagues so you can start collaborating.
Build your sales pipeline - 30 mins
Customize the stages in your pipeline to reflect your organization’s sales process.
Add custom fields - 30 mins
You can bring custom fields into Sell when you import your records. You can also create fields or data points that are important to your organization (and make them mandatory if required).
Integrate your email - 2 mins
Connect your email account and your emails will sync with Sell.
Integrate your calendar - 2 mins
Connect your calendar to see all your appointments in Sell, logged and against your prospect or customer records.
Part 3: Add your data
Prepare your CSV file and import your leads, contacts, and deals - 1 hr
Whether it’s your data in an Excel file or an export from a previous system, make sure your file is clean and organized for an easy import. Ensure all your data is in Sell so you can start selling as soon as you’re setup.
Part 4: Get selling
Build a Smart List - 5 mins
Get a personal view of your leads, contacts, and deals by sorting, filtering, and saving your data points, so you can easily access them each time you login. Take actions like bulk emailing or build templates for your team, directly from your Smart List.
Dial using Sell Voice - 5 mins
Dial your leads and contacts directly from Sell and you’ll automatically record your call. Choose a phone number that’s unique to your area.
Download the Sell Mobile app - 5 mins
Take Sell on the go and in the field.
Create a smart list for Deals closing this month - 2 mins
Use Power Dialer - 2 mins
Improve productivity and reduce manual work for your sales reps.
Automate task actions - 2 mins
Automate your task actions into a playlist (see Using the task player).