With operations and intelligence from Marketing to Renewals, PlayBook is designed as a centralised revenue lifecycle management system for all the revenue generating teams in the organisation.
The old school "switching between multiple platforms" to figure out your company's growth is a thing of the past. PlayBook brings in a rad approach to the traditional Sales and Customer Success processes by introducing a view where reps no longer haggle between tasks but focus on objectives to ensure productivity and output.
Coming soon - Create your own playbook for CXOs and VPs can define plays for their reps - from SDRs to CSMs to minimise dependencies on operational support while they focus on growth.
PlayBook works exceptionally well for Startups and SMEs.
Our Support - Phone/Email/Chat and FAQs (coming soon)
About Zendesk Sell
Zendesk Sell is a CRM and sales platform designed for sales teams and professionals, mainly in small and medium-sized enterprises. It provides its users with an all-in-one software, packed with features for capturing, organizing, and tracking leads.
Zendesk Sell empowers B2B and B2C salespeople to manage sales, follow leads, and engage customers. Users are able to generate leads from various sources, like web pages and marketing platforms. Zendesk Sell sales automation tool offers capacities for integrated channel management, resulting in sales improvement, and increasing revenue.
This platform also features analytics and reporting modules, sufficient for accurate quantification and performance measurement. Additional features include Base Voice, advanced sales insights, workflow automation, email integration, and mobility.
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
SaaS Revenue Lifecycle Management
Toggling between multiple platforms is a thing of the past
Inbox View to maintain objectivity and productivity across tasks and deaks
Coming Soon - Create your own playbook for CXOs and VPs to guide their reps through operational work
Support - Call/Email/Chat and FAQs (coming soon)
PlayBook works exceptional well for Startups and SMEs
Summary
Complete with core sales tools.
Full visibility into current opportunities in your sales pipeline.
Insights to grow your business.
User-friendly and easy to navigate controls.
Track and sort email automatically.
Integrate with the popular online and social media tools.
Powerful and unified sales contact card.
Easy access to call records, emails and notes.
Syncing of communication exchanges in one file.
Fast integration of your email account to Zendesk Sell to track customer interactions.
Pricing
Tribe
$100.00
upto 5 users/month
Included in plan:
CRM
Team Targets
User Targets
Dashboards
Email Support
Kingdom
$150.00
upto 10 users/month
Included in plan:
All Tribe Features
Setup Guidance
Email Support
Empire
$250.00
upto 25 users/month
Included in plan:
All Kingdom Features
Assisted Setup
Email/Call/Chat Support
Pricing
Team
$19.00
1 user(s) / month
Included in plan:
Customized Sales Pipeline
Basic Sales Tracking and Reporting
Full-Featured Mobile CRM
Professional
$39.00
1 user(s) / month
Included in plan:
Full Funnel Forecasting
Team Performance Analytics
Task Automation
Team Document Storage
Enterprise
$79.00
1 user(s) / month
Included in plan:
Predictive Sales Intelligence
Lead & Deal Scoring
Products & Price Book
Multiple Sales Pipelines
Role-Based Permissions
Elite
$159.00
1 user(s) / month
FAQs
Does this service offer multi-user capability (e.g. teams)?
Yes. We have 5 teams - Marketing, Inside Sales, Sales, Customer Success, Renewals
Does this service offer guides, tutorials and or customer support?
Yes, both video and infographics coming soon
What platforms does this service support?
It's a cloud based software and works on multiple browsers such as Chrome, Firefox, Safari etc.
Coming soon - iOs and Android mobile apps
Does this service offer an API?
Yes, we can build APIs on demand
What is this service generally used for?
It can be used as a CRM for revenue generating/contributing teams - Marketing/Inside Sales/Sales/Customer Success/Renewals.
Revenue Management and Target Setting for CXOs and VPs
Company Health check for CEOs
Who are the main user groups of this service?
SaaS companies <100 employees and <30 users
Does this service integrate with any other apps?
GSuite
What are some applications this service is commonly used in tandem with?
The output from PlayBook CRM can be used in accounting. Our CRM can help maintain customer management information in Tandem with Customer Success/Engagement Softwares.
FAQs
What platforms does this service support?
This is a web-based software.
Does this service offer an API?
Yes, Zendesk offers RESTful API.
What is this service generally used for?
Zendesk Sell is generally used for customer relationship management and sales management.
Does this service integrate with any other apps?
Integrations: Xero, MailChimp, Zendesk, Dropbox, Quote Roller, QuickBooks Online, HubSpot Marketing, Harvest, G Suite, Yesware, Facebook, Microsoft Outlook.
Does this service offer multi-user capability (e.g. teams)?
Yes, it does.
Who are the main user groups of this service?
Main users of this service are sales professionals and sales teams in small and medium-sized enterprises.
What are some applications this service is commonly used in tandem with?
This service is commonly used in tandem with Microsoft Outlook, G Suite, and social media platforms.
Does this service offer guides, tutorials and or customer support?
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