CRM and Deals for Zendesk® Features:
Sales forecasting
Instantly estimate your future sales
Make informed decisions and predict your short-term and long-term performance with our Forecasting tool. Every sales deal should have a clear deadline, so you know which activities to focus on.
A 7-day free trial included. No credit card required.
Empower both management and sales teams
Predict monthly sales revenue
Adjust the CRM to your specific needs
Forecasting Mode in Details
Plan activities and allocate the right amount of resources
A reliable sales forecast is key to an effective sales strategy. The Forecasting mode in CRM and Deals for Zendesk® gives you an overview of all your deals, grouped by the date when they are like to close. Compare them with the already closed cases and forecast the revenue you are supposed to receive each month. As well as identify problematic deals and take actions to spot any issues and meet your highest goals.
Spot issues and predict revenue in a blick of an eye
Measure your performance
Both managers and salespeople will benefit from the sorting options you get. The Forecasting view can show the overall prediction for the company managers or the sales team can follow individual pipelines to get a more in-depth view of forecasting.
Customize the report to your needs Comming soon
Grouping deals by the time when they’re likely to close is not enough. We get it. You might want to group deals by the owner, product, start date, etc. So, we’re working on adding more ways to let you customize your report to your liking. Stay tuned!
Personally made CRM and Deals for Zendesk®
Every Zendesk® Channel gets a CRM integration - efficient and easy-to-use
Boost your sales
Start your lead and deal management
Clear and effortless system for your lead and deal management. Everything’s at your fingertips!
Send your emails immediately
No need to additionally configure or set anything up. Using our CRM, you can work with your Zendesk® mailbox straight ahead after the installation.
Sell omnichannel
Any support channel you use in your Zendesk is available to use via our CRM system. Communicate with customers as usual without having to set up anything again.
Forecast and plan sales
See all the sales deals you have and conveniently group them. Use the forecasting to work on deals that require more attention and plan your actions accordingly.
Track all communications
Trace every call, email, and the whole contact history to observe and control your sales schedule completely.
Create reports and insights
Make an in-depth analysis of personally chosen business metrics and compare your company’s performance with the goals you set.
These are a small part of CRM and Deals for Zendesk® features. And there is much more to explore.
Overview all featuresPipeline management made easy with Deals & CRM for your Zendesk
CRM and Deals for Zendesk® to power up your way of selling.
