Zendesk Promote Overview (2024): Options, Pricing, and Advantages

Zendesk Promote is an easy, trendy buyer relationship administration (CRM) gross sales answer supplied by Zendesk with quite a lot of instruments for measuring productiveness, delivering improved buyer expertise, and gaining visibility into reporting and analytics. Under I’ll break down what CRM options Zendesk Promote provides and extra.

Zendesk Promote’s pricing

• Promote Workforce: $19 per agent, per thirty days when billed yearly or $25 per agent, per thirty days when billed month-to-month. This tier consists of as much as two customizable pipelines, activity and appointment setting, sturdy APIs, and extra.
• Promote Development: $55 per agent, per thirty days when billed yearly or $69 per agent, per thirty days when billed month-to-month. This plan consists of all Promote Workforce options plus product and worth e book, gross sales studies, forecasts, and extra.
• Promote Skilled: $115 per agent, per thirty days when billed yearly or $149 per agent, per thirty days when billed month-to-month. This consists of all Promote Development options plus lead and deal scoring, activity automation, superior permissions, and extra.

Zendesk Promote’s key options

Customized dashboards

Zendesk Promote is a centralized platform that acts as a hub to handle leads, contacts, and account info. Fast entry to this info provides you full buyer context earlier than a name or assembly. Any person can view and customise 10 drag-and-drop widgets to watch gross sales objectives, deal exercise, and duties via efficiency dashboards.

Activity participant

Zendesk Promote provides a collection of productiveness instruments, akin to the duty participant. This instrument permits customers to work uninterrupted via mundane gross sales actions, like outreach and following up. The duty participant is designed to make activity completion quicker and simpler. It exhibits the context of every particular person activity on the high of the display screen and the lead, contact, or deal associated to that activity all on one web page.

Pipeline evaluation

Zendesk Promote can provide companies full visibility into reporting and analytics so customers can plan, monitor, and analyze their gross sales course of. With pipeline visibility, customers can entry correct forecasting to foretell deal quantity and income progress, in addition to superior analytics. The pipeline evaluation function analyzes lead and deal development to rapidly determine bottlenecks throughout every stage of a pipeline and take quick motion.

Energy dialer

Gross sales reps can make the most of customized name lists that robotically cycle via leads or prospects to rapidly contact them. Whether or not it’s for follow-up conferences, chilly calling, or prospecting, this may lower down on time spent dialing and enhance productiveness. After every name ends, the person will obtain a name abstract pop up the place they will file the decision final result and any related notes. Customers can even create duties and reminders earlier than shifting on to the following name.

Zendesk Promote professionals

• 14-day free trial.
• Customers report a clear format and interface.
• Integrates with Microsoft Groups, WhatsApp, and extra.

Zendesk Promote cons

• Reviews of poor system person help.
• Person studies of gradual system run time.
• Restricted e mail automations.

Options to Zendesk Promote

Zoho CRM

Zoho CRM is a strong collaborative CRM software program. With its 360-degree view of shopper profiles and automation processes, companies can deal with all gross sales actions, from lead era to deal closing. Whereas Zendesk Promote can combine with some social media, Zoho CRM’s omni-channel advertising is huge and preferrred for companies seeking to make the most of social media for lead era.

For extra info, head over to our Zoho CRM assessment.

HubSpot

HubSpot is our high scoring free CRM software program. HubSpot provides a strong free-for-life model that companies can implement with simple onboarding. HubSpot additionally provides AI-powered instruments akin to dialog intelligence. When you’re on the lookout for a instrument with robust integrations, I’d suggest HubSpot over Zendesk Promote.

Take a look at our full HubSpot assessment for extra particulars.

Pipedrive

Pipedrive is a scalable answer with intuitive pipelines and lead administration. This makes it a fantastic CRM supplier for small companies. Much like Zendesk Promote, Pipedrive doesn’t provide a free-for-life model of their product, however Pipedrive does have extra premium plans and options to select from.

Learn our Pipedrive assessment for extra insights.

Overview methodology

When reviewing Zendesk Promote as a CRM software program supplier, I thought-about the core choices, CRM pricing, ease of use, and extra. I scored Zendesk Promote in opposition to my in-house rubric with outlined standards that have in mind crucial concerns when selecting CRM software program.

Right here’s the factors I thought-about when reviewing Zendesk Promote:

• Price: Price transparency, cost choices and worth in comparison with {industry} requirements.
• Core options: Customary capabilities of a mean CRM supplier, akin to pipeline administration or lead scoring.
• Advance tech choices: Distinctive or industry-specific performance {that a} supplier may provide along with the core options.
• Ease of use: Simply navigated or applied by customers of various technical talent units.
• Person opinions: Common person suggestions for the supplier, both praising or criticizing options, platform UI, or help.