CRM and Deals for Zendesk

General category of features related to customer relationship management.

General category of features related to visual workflow management using Kanban boards.

Specific feature set for tracking sales opportunities and managing customer relationships.

Visual interface for managing tasks or tickets using columns and cards.

Ability to move tickets between statuses on the Kanban board.

Users can define the stages or statuses represented by columns on the Kanban board.

Standard Zendesk ticket statuses that can be used on the Kanban board.

Visual overview of ticket status and movement.

Graphical representation of the stages in the sales process.

Users can define the specific steps in their sales process.

Improved understanding of the sales process and deal flow.

Ability to focus on important deals based on their stage.

Users can toggle between the CRM/Deals view and the Kanban view within the same application.

Organizing and overseeing the sales process.

Predicting future sales performance.

Tools for analyzing sales data and identifying trends.

Managing tickets based on their current status.

Option for individual or shared Kanban boards.

Individualized workflow management.

Collaborative ticket handling.

Setting up boards with tailored columns and filters.

Utilizing existing Zendesk configurations for Kanban boards.

Managing multiple Kanban boards for various purposes.

Organizing tickets based on different criteria.

Visual representation of ticket assignment to agents.

Understanding how tickets are distributed.

Efficiently managing agent tasks.

Core CRM functionality for sales.

Streamlined interface for sales management.

Centralized access to sales-related data.

Direct email functionality within the integrated system.

Leveraging existing Zendesk email setup.

Access to all Zendesk support channels within the CRM.

Maintaining existing communication workflows.

Opportunity to test the application.

Tailored sales pipeline configuration.

Ability to manage multiple sales pipelines.

Defining the steps in the sales process.

Higher limit on the number of sales stages.

Automatic progression of deals through the pipeline.

Predicting future sales outcomes.

Ability to add user-defined fields to deal records.

Limit on custom fields in the base CRM plan.

Comprehensive information about customers.

Comprehensive information about products.

Tracking why deals are lost.

Ability to add files to deal records.

Option to export sales data.

Monitoring key sales-related events.

Real-time alerts for sales activities.

Option to export data in CSV format.

Assistance with initial setup and continuous support.

Personalized support contact.

Higher limit on the number of ticket statuses on Kanban boards.

Ability to create a larger number of Kanban boards.

Core functionality of the Kanban feature.

Controls over who can access and modify Kanban boards.

Key feature of the combined plan.

Included support for new users.