CRM and Deals for Zendesk® Features:
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
Pipeline management made easy with Deals & CRM for your Zendesk
CRM and Deals for Zendesk® to power up your way of selling.