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J.S. Catier - OFFICERS

Founder and manager of OFFICERS. IT services provider and Advanced Zendesk Partner based in Paris, France. Find out more >> officers.fr

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Activity overview

Latest activity by J.S. Catier - OFFICERS
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    J.S. Catier - OFFICERS commented,

    1. Community
    2. Feedback - Sales CRM (Sell)
    3. Contacts don't sync between Sell and Support

    I still do not understand why there is no data sync between Support and Sell contacts databases. The Salesforce integration with Support is a clear example, developed by Zendesk, of how it should w...

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    J.S. Catier - OFFICERS commented,

    1. Sell
    2. ...
    3. Managing users
    4. Understanding groups and teams in Sell

    That's insane that groups cannot be edited or deleted. One typo and you can confuse all your users. Again, that's insane (and, frankly, not acceptable).

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    J.S. Catier - OFFICERS created a post,

    Having a phone number in each European country

    1. Community
    2. Zendesk Suite Q&A

    Hello everyone, I have several clients that are based in one country (e.g. France or Italy) but sell all over Europe, directly or through a network of resellers. They'd like to offer Customer Servi...

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    J.S. Catier - OFFICERS commented,

    1. Community
    2. Feedback - Sales CRM (Sell)
    3. Master Smart Lists

    Along with the (missing) ability to define a default dashboard for all/some users, this is a very important need for all kind of clients to pre-set the environment of their team.  Therefore having ...

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    J.S. Catier - OFFICERS commented,

    1. Community
    2. Feedback - Sales CRM (Sell)
    3. Custom fields - decimal value

    Hi @...I think you are talking of a custom field in Zendesk Support (where you have a decimal format).I'm talking of a custom field in Zendesk Sell. (where you don't)

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    J.S. Catier - OFFICERS commented,

    1. Community
    2. Feedback - Sales CRM (Sell)
    3. File API for Sell

    I second that.Having an API endpoint to upload documents attached to Contacts or Deals is a must-have.

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    J.S. Catier - OFFICERS commented,

    1. Community
    2. Feedback - Sales CRM (Sell)
    3. Create Dashboards for Groups/Teams

    I agree this is a huge limitation, not being able to define default dashboards for users or teams.That would be a great tool for user adoption, as an attractive dashboard requires some thinking and...

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    J.S. Catier - OFFICERS created a post,

    Better sales goals

    1. Community
    2. Feedback - Sales CRM (Sell)

    Would love to see new possibilities to define sales goals : - team vs. individual goals - split by pipeline (how can this not be in place yet ?) - choice of frequency : monthly, quaterly, yearly - ...

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    • 4 followers
    • 2 comments
    • 3 votes
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    J.S. Catier - OFFICERS created a post,

    Dynamic filtering on date

    1. Community
    2. Feedback - Sales CRM (Sell)

    Today, when you want to filter on a date field, you can either pick the dates manually, or choose "dynamically" : next month, previous quarter, etc. What is missing is a dynamic set like this : las...

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    • 2 followers
    • 1 comment
    • 1 vote
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    J.S. Catier - OFFICERS commented,

    1. Community
    2. Feedback - Sales CRM (Sell)
    3. Cross filtering within Smart Lists

    One other use case : filtering deals or persons based on the mother companies (not the companies they are attached to).

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    • 2 votes