Capabilities and features
Zendesk Sell offers numerous productivity tools and features to help mortgage companies surpass revenue targets. Users can sync their existing emails, create customized email sequences, build targeted prospect lists, and utilize the task player to keep track of given leads, tasks, deals, or contracts. Here is a look at some additional features:
- Call and text
- Smart lists and templates
- Email and task sequences
- Power dialer
- Bulk emails and sales triggers
For an improved client experience, Zendesk Sell can also provide you with a complete client view from one centralized platform, showing full visibility of the pipeline. You will also have pipeline analysis, accurate forecasting, and advanced analytics.
Customization options
Zendesk Sell enables users to customize the workplace for their sales reps. How? By creating personalized fields in which users can view specific information related to a deal. When you import your records, you can also facilitate custom fields into Zendesk Sell.
Additionally, you can tailor your custom objects in Zendesk Sell in the following steps:
- Define your custom object
- Link it to a lead, contact, or deal
- Create records around it
Ease of use
Thanks to an intuitive and clean interface, Zendesk Sell makes it easy for users to navigate, learn, and use. Once the account is set up, users can invite others to join, create roles, and add customized fields.
Source: mpamag.com