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Jay Clementson

Adhésion le 15 avr. 2021

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Dernière activité le 01 juin 2022

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Jay Clementson a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

Does the opposite situation also take place (that within one email thread, the customers cover topics from various deals)? 

Yes. They take it as an opportunity to ask all questions instead of jumping to a new thread.

It's to the point where I don't waste my time anymore trying to keep everything separated and communicate more with the customer so they know how I operate.

 

Afficher le commentaire · Publication le 25 mars 2022 · Jay Clementson

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Jay Clementson a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

Hello Katarzyna,

Thank you for your question. To keep it simple, I know you can link an email thread to a certain deal, but the majority of customers are not as tech savy as we are so they start multiple threads for the same deal. This means we need to constantly monitor the deals to make sure the conversation is included in the correct area.

I get that this is tough since the email is mirroring your email account (in my case, Gmail). 

Are the same people participating in all conversations across all deals?  

We have a mix of people. 

One quick thought, if you open an email, it should take you to the deal where that email was sent from instead of first opening the contact card.

Let me know if you have any additional questions.

Afficher le commentaire · Publication le 25 mars 2022 · Jay Clementson

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Jay Clementson a ajouté un commentaire,

CommentaireUsing Sell Voice

Hey, 

Can someone reach out so I can upload new voicemails to our account?

Thank you,

---

This comment has been edited by the Zendesk Community Team to removed an unsupported email address. 

Afficher le commentaire · Publication le 01 mars 2022 · Jay Clementson

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Jay Clementson a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

+1

I have been thinking about that for a long time, and I believe I reached out before and mentioned this. Really annoying when the customer has multiple numbers and they only answer a specific one. 

Mobile, Work, Home, Spouse...etc. 

Afficher le commentaire · Publication le 01 févr. 2022 · Jay Clementson

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Jay Clementson a ajouté un commentaire,

CommentaireSell basics

Hello, 

Please address this issue, "You can only delete documents from the repository that you’ve added yourself." 

Why cant an admin manage this? Do I have to go back to the original rep who added the files for them to delete them? This is messy if there are large updates or if that rep is no longer employed.

Let me know if I am missing something but, I feel like I am not and this should be way easier to manage than what I am seeing.

Thank you,

Afficher le commentaire · Publication le 06 déc. 2021 · Jay Clementson

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Jay Clementson a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

Hello, 

I needed to do a full restart and clear all cache and cookings and then I was able to add a document to an email. 

Thank you though,

Afficher le commentaire · Publication le 26 oct. 2021 · Jay Clementson

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Jay Clementson a créé une publication,

Publication Feedback - Sales CRM (Sell)

Hello,

No one is available at Zendesk to speak with so writing here. After enabling the 14-day reach trial I am unable to add a document from my computer to an email in Sell. I can choose from the Repository but, not from my own documents. 

Would like an update or cancel my trial (you have my permission)

Publication le 25 oct. 2021 · Jay Clementson

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Jay Clementson a créé une publication,

Publication Feedback - Sales CRM (Sell)

Hello,

ZD Support already mentioned this wasn't on the road map, but I wanted to reach out still.

Right now, if you are working in a smartlist and you leave this page when you click on the icon (leads, contacts, deals), it will always bring you back to the smartlist you were viewing last. 

My workflow changes throughout the day, and this is causing extra clicks. I need to go to the last viewed smartlist (by default) and then have to back out to view the working center, and then I can select which smartlist I want to view. 

Would you mind adding the feature to view the working center first instead of defaulting to the last viewed smartlist?

Zendesks Response to this already, "The current feature is designed to remain on whatever Smart List you were viewing last. There are no plans to change this behavior to default to the working list every time. If you would like to provide more info about your workflow to the product team, feel free to leave your comments on our Product Feedback...etc."

Publication le 20 juil. 2021 · Jay Clementson

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Jay Clementson a créé une publication,

Publication Feedback - Sales CRM (Sell)

Hello, 

I am writing this to bring awareness because I am unsure what the process is for Zendesk to take action or if the employees are limited with their involment for improvements. 

I am a heavy user with Zendesk Sell and I am always finding areas for improvement and if I find one and bring it up to Zendesk the response is always the same, "... I'd highly recommend posting this on our community page for Sell (Feedback on Sell) so that other users can vote on this as well as comment.
https://support.zendesk.com/hc/en-us/community/topics/360003042793--Feedback-on-Sell 
If you have any other questions, please let me know!"

 

Is there a way that when someone like myself brings up a shortcoming that Zendesk will take action and create the post for feedback? I would assume this would fall in line with Zendesk wanting to make improvements but they leave it up to their customers to take all action.

Thank you,

Publication le 21 juin 2021 · Jay Clementson

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Jay Clementson a créé une publication,

Publication Feedback - Sales CRM (Sell)

Hello, 

Please add the option to create a new contact through the support app if there is a contact that is similar. 

To explain, if I have a company contact that shares any similarities with the new contact I am unable to create a new contact in Sell through the app. I will need to open Sell and then create the new contact. 

Here is what Zendesk Support mentioned, "You are correct that this is not currently an available feature of the Support <> Sell integration. I'd highly recommend posting this on our community page for Sell (Feedback on Sell) so that other users can vote on this as well as comment.

https://support.zendesk.com/hc/en-us/community/topics/360003042793--Feedback-on-Sell 

If you have any other questions, please let me know!"

 

 

Publication le 21 juin 2021 · Jay Clementson

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