Use this quickstart guide for Sell if you are new to Zendesk Sell and need to get up and running immediately, or have been using Sell for a while and want to make sure your team is getting the most value out of Sell. Use the Product limits for Sell article to set expectations for the limits to your general account, rates, sales engagement automation (Reach), as well as document storage limits and supported file types.
The following series of five steps includes playlists of articles that will quickly get you set up so you and your team can get the most value from Sell, whether you’re trialing Sell or have already purchased a plan and want to start selling effectively.
This article covers the following steps
- Step 1: Navigating Sell
- Step 2: Setting up
- Step 3: Add your data
- Step 4: Get selling
- Step 5: Get mobile
Step 1: Navigating Sell
The very basics
Understand when a lead becomes a deal and the difference between leads, contacts, and deals. Using Zendesk Sell, you can match and build on your current sales processes to improve your current workflow and deal closure rate.
Use this playlist to familiarize yourself with Sell
Step 2: Setting up
Add your team
Collaborate with your team or your colleagues when working on leads or deals. You can also collaborate with your deal contacts.
Use this playlist to start collaborating
Build your sales pipeline
Add custom fields
Tailor the work space for your sales reps by creating custom fields for information that's relevant to the deal, the sales rep, and your organization. You can bring custom fields into Sell when you import your records. You can also create custom fields or data points that are important to your organization, and make them mandatory if required.
Use this playlist to add, create, and manage custom fields
Integrate your email
Connect your email account so nothing gets lost and your emails will sync with Sell. Also learn how to avoid having your emails flagged as spam.
Use this playlist to get your emails out there and read
Integrate your calendar
Connect your calendar to Sell so you can see all your appointments in Sell, and log them against your prospect or customer records. When you have connected your calendar to Sell, you can also update attendees on the fly if you happen to be running late to an appointment.
Use this playlist to integrate your calendar
- About the Sell calendar, appointments, and tasks
- Connect your calendar:
- Google calendar Connecting your Google Calendar with Sell
- Apple calendar Syncing your Apple Calendar appointments to Sell via Google or Microsoft exchange
- Microsoft Exchange calendar Connecting your Exchange calendar with Sell
- Changing the default appointment calendar in Sell
Step 3: Add your data
Prepare your CSV file and import your leads, contacts, and deals
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. Importing your data into Sell means you can start selling as soon as you’re set up.
Use this playlist to add your data to Sell
Step 4: Get selling
Build a smart list
Smart lists save you time. You can personalize a view of the lists of your leads, contacts, and deals by sorting, filtering, and saving your data points. That way you can easily access them every time you log in. You can also use time saving actions, such as bulk emailing or building templates for your team, directly from your smart list.
Use this playlist to get up and running
Dial using Sell Voice
Use Sell Voice to dial your leads and contacts directly from Sell and automatically record your call. You can choose a phone number that’s unique to your area, mask your number, and analyze your your progress.
Use this playlist to get selling
Create a smart list for deals closing this month
Using Sell Reports, you can view a report containing data on all of the deals that are closing this month by first creating a smart list that contains those deals. You can also see deals that you may have forgotten about or overlooked, and learn how to score leads and deals for a better success rate.
Use this playlist to view your deals data
Use Power Dialer for automatic dialing
Improve cold calling productivity and reduce manual work for your sales reps. Using the Sell Power Dialer feature, you can create a call list in your Sell account that automatically dials the numbers of selected leads and contacts.
Use this playlist for automatic dialing
Automate task actions
The Task Player automates your task actions into a playlist and provides the context of the task, as well as the lead, contact, or deal related to that task, all in one spot.
Use this playlist to start checking off your tasks
Step 5: Get mobile
Download the Sell mobile app to take Sell with you on the go and in the field, then you can: make and update appointments on the fly, use Sell's inbuilt Google maps integration to find your appointments, convert leads into deals, collaborate with others, update stages in your sales pipeline, and so much more.
Download the Sell mobile app for Android
You can download the Zendesk Sell mobile app in the Google Play Store.
Use this playlist to become more mobile on Android
- Signing in to the Sell mobile app
- Importing contacts to Android
- Connecting your email with Android
- Creating filters and lists on Android
- Creating and managing deals with Android
- Managing a lead, contact, or deal on Android
- Using appointments and calendar with Android
- Creating notes with Android
- Adding and managing tasks with Android
- Adding collaborators on Android
- Attaching documents on Android
Download the Sell mobile app for iOS
You can download the Zendesk Sell mobile app in the Apple App Store.
Use this playlist to become more mobile on iOS
- Signing in to the Sell mobile app
- Importing contacts into an iPhone
- Connecting your email with iOS
- Creating filters and lists on iOS
- Creating and managing deals with iOS
- Managing a lead, contact, or deal on iOS
- Using appointments and calendar with iOS
- Creating notes with iOS
- Adding and managing tasks with iOS
- Adding collaborators on iOS
- Attaching documents on iOS