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Zak Wilkowski

Adhésion le 15 avr. 2021

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Dernière activité le 22 oct. 2021

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Dernière activité effectuée par Zak Wilkowski

Zak Wilkowski a créé une publication,

Publication Feedback - Sales CRM (Sell)

Please add additional fields in Zendesk Sell reporting. For example, it would be great to be able to breakdown Activities and Call Logs by Zip Codes so we can see which areas our sales teams are focusing on. 

Publication le 21 avr. 2021 · Zak Wilkowski

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Zak Wilkowski a ajouté un commentaire,

CommentaireWorking with leads and contacts

When merging leads/contacts, are both Lead Properties and Communication (recorded calls, emails etc.) copied over to the new lead/contact? 

Afficher le commentaire · Publication le 21 avr. 2021 · Zak Wilkowski

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Zak Wilkowski a créé une publication,

Publication Feedback - Sales CRM (Sell)

Each time a Lead is converted to a Contact, it would be great if you could trigger an automated email to be sent to that customer. This would save the team manually having to send these out within Sell. 

Publication le 19 avr. 2021 · Zak Wilkowski

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Zak Wilkowski a créé une publication,

Publication Feedback - Sales CRM (Sell)

Please can you add additional countries in Zendesk Sell. We split our UK/IE Market into Great Britain, Northern Ireland and Ireland. Currently we cannot differentiate between GB and NI as the only option is United Kingdom. 

Thanks, 

Zak 

 

Publication le 09 avr. 2021 · Zak Wilkowski

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Zak Wilkowski a créé une publication,

Publication Feedback - Sales CRM (Sell)

It would be great to be able to have reports on visits, calls and other activities that could then be filtered against Lead and Contact Properties e.g. Zip Code. 

This would allow managers to be able to see where their sales teams are focusing on and provide more insights into lost or potential sales activities. 

Publication le 30 mars 2021 · Zak Wilkowski

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Zak Wilkowski a créé une publication,

Publication Feedback - Sales CRM (Sell)

We have an internal sales team that books appointments for our field sales team. In Sell, you cannot create an appointment for another user. 

The workaround to use Outlook or Gmail requires an email address which we do not have for many of our Leads. 

Publication le 16 mars 2021 · Zak Wilkowski

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Zak Wilkowski a ajouté un commentaire,

CommentaireEnriching your leads, contacts, and prospecting, with Sell Sales Engagement Tools (Reach)

How do we remove Reach from our Sell platform now we have decided it is not useful for us? 

Afficher le commentaire · Publication le 25 févr. 2021 · Zak Wilkowski

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Zak Wilkowski a ajouté un commentaire,

CommentaireUsing email in Sell

Hi, is it possible to send an automated email when a Lead is converted to a Contact? 

Afficher le commentaire · Publication le 06 janv. 2021 · Zak Wilkowski

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