On March 24th, the Sell team led a community event showcasing the newest in automation from Zendesk Sell! Here they shared an introduction to the newly released Sales Triggers and demoed helpful tips on how to level up productivity and boost revenue.
Questions from the Q&A
Q: How should support teams think about improving collaboration with the sales org?
A: For customers using Zendesk Sell and Support, the integration offers a 360 view of your customers, allowing cross-departmental collaboration so that teams have the correct information in front of them to work together easier and more seamlessly. This will enable organizations to deliver a more personalized and unified experience with the right contextual insights.
When you click on your contacts in Sell, the integration lets you see the history of their communication with Support and all of their tickets (beginning with those that are unsolved). Sales users can even proactively open a support ticket with a single click from the Sell interface to create a frictionless and better customer experience.
Q: How does Sell enable this collaboration for current Zendesk Support users?
A: Support agents will have a comprehensive view of sales activity directly from the agent console and can resolve a ticket while simultaneously creating a sales lead with one click that will route to the appropriate person to follow-up with immediately. Ultimately this creates a better customer experience, building trust with customers, and enables much faster time to lead follow-up, increasing the likelihood of converting leads and winning deals.
Q: What is a sell trigger?
A: Sales triggers allow the creation of triggers, conditions, and actions around “Deal updates” and will be able to use “standard fields” as conditions in the creation of workflows to streamline sales processes. Ultimately this functionality will increase reps' productivity and ensure key workflows are automated to streamline sales processes. Triggers can be built in a few clicks and are a part of Sell's native functionality. Here's a demo of this functionality in action.
V1 is launching in the next few weeks, with additional launches and functionality coming throughout the year.
Q: Is there a plug-in for the Zen Desk Chat Feature to Big Commerce? And feed sales leads from after hours chats to our sales team members? It has been suggested that we consider HubSpot as an alternative. Can you explain the advantages of sticking with Sell?
A: Your Zendesk Sell account rep will be able to direct you to your best options based on this specific use case. Sell offers a set of robust APIs making integration with any third party system with API endpoints possible. Upon gathering more detailed information, they will be able to point you in the right direction.
Resources from the event
- Creating and using automated task actions in Sell
- Zendesk Sales Pricing | Plans starting from just $19 an agent
Documents and templates: