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Jay Clementson

가입한 날짜: 2021년 4월 15일

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마지막 활동: 2022년 6월 01일

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님의 최근 활동 Jay Clementson

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커뮤니티 댓글 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.

 

댓글 보기 · 2022년 3월 25일에 게시됨 · Jay Clementson

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커뮤니티 댓글 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.

댓글 보기 · 2022년 3월 25일에 게시됨 · Jay Clementson

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커뮤니티 댓글 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. 

댓글 보기 · 2022년 2월 01일에 게시됨 · Jay Clementson

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커뮤니티 댓글 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,

댓글 보기 · 2021년 10월 26일에 게시됨 · Jay Clementson

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게시물 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)

2021년 10월 25일에 게시됨 · Jay Clementson

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Jay Clementson님이 에 게시물을 만듦

게시물 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."

2021년 7월 20일에 게시됨 · Jay Clementson

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커뮤니티 댓글 Feedback - Sales CRM (Sell)

This would be huge and an ideal way this should work but unfortunately, there is nothing in their forecast.

 

댓글 보기 · 2021년 6월 29일에 게시됨 · Jay Clementson

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커뮤니티 댓글 Feedback - Sales CRM (Sell)

Hello Rami,

Good question. I use a custom Description field to store all this data.

 

댓글 보기 · 2021년 6월 28일에 게시됨 · Jay Clementson

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Jay Clementson님이 에 게시물을 만듦

게시물 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,

2021년 6월 21일에 게시됨 · Jay Clementson

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Jay Clementson님이 에 게시물을 만듦

게시물 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!"

 

 

2021년 6월 21일에 게시됨 · Jay Clementson

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