Zendesk Sell vs LeadMaster

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Our analysts compared Zendesk Sell vs LeadMaster based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Zendesk Sell Software Tool
LeadMaster Software Tool

Product Basics

Zendesk Sell (formerly Base, acquired by Zendesk in 2018) is a web and mobile-based application that helps businesses manage their sales, marketing and customer service operations seamlessly.

With a sales automation module, pipeline visibility, communication management and insightful reporting, it is usable by both B2B and B2C businesses to cut down on manual overhead expenses and improve operational efficiency and accuracy.
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LeadMaster is a cloud-based solution that enables organizations to manage their leads, customers and sales pipeline. Its capabilities include lead management, email marketing, web integration, analytics and a virtual call center. Businesses can track their leads and customers from beginning to end and identify the most effective marketing campaigns. Additionally, it helps automate sales processes and close more deals.
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$19/Agent, Monthly
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Tailored to your specific needs
$10 Monthly, Freemium
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Tailored to your specific needs
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Chromebook
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Product Assistance

Documentation
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Knowledge Base
24/7 Live Support
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Product Insights

  • Complete Organizational Visibility:  Zendesk Sell offers complete visibility into sales, marketing and customer support departments, giving users real-time updates on priority tasks, performance and progress. 
  • Better Productivity:  With sales and communication automation and a central system to keep track of sales, marketing and customer support activities, users can improve their efficiency and productivity. 
  • Improved Customer Relationships:  Centralized contacts and interaction histories and live chat support functionality helps users reduce their response time to customers and provide better customer services. 
  • Mobile Access:  Zendesk Sell can be operated through iOS and Android devices, making it possible for users to manage work updates on the move. 
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  • Increased Customer Satisfaction: Customer service professionals can drive customer satisfaction with analytical reports that help them manage workflows, identify overdue cases, and track progress and performance metrics. The ability to spot cases that need attention enables users to act promptly. 
  • Enhanced Performance: Streamlining and automating manual tasks and measuring campaign outcomes improves performance. Process automation allows sales reps to manage sales funnels efficiently, focus on closing sales and acquire new leads. 
  • Sustained Customer Loyalty: Users can nurture leads and cultivate long-term prospects with personalized emails. They can decide the appropriate frequency, send mass emails, stay informed and manage targeted campaigns. The system supports receiving notifications or call backs for email opens. 
  • Smooth Pipeline Management: It’s possible to manage pipelines efficiently by leveraging analytical reports and dashboards. It only takes 10 minutes to set up the opportunity management feature. 
  • Free Trial: LeadMaster offers a 30-day free trial, ensuing complete use so users can test out the software before committing. Capabilities during the trial include integration with other applications, sales funnel and lead distribution, email marketing automation, lead nurturing scheduling and report generation. 
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  • Database Management:  Zendesk Sell saves contacts and lead data in a simplified visual manner. Users can also import and export data sets, use advanced search and filtering options and segment data on custom parameters for better targeting.  
  • Opportunity Management:  Users can manage opportunities with layered segmentation based on filters like demographic, deal size, rate of engagement and more. Leads are also scored to predict their probability of conversion, helping users focus their efforts on closing deals faster. 
  • Pipeline Management:  The platform offers a visual representation of the sales pipeline, with details like the number of leads across each stage in the buyer journey, the deal size, estimated revenue, current revenue, number of deals won and more. 
  • Quota Management:  Managers can view lead quotas assigned to each team member and their progress toward goal. They can also assign leads to the team members on a round-robin basis or on rule-based engines to match each lead’s best fit. 
  • Activity Tracking:  Zendesk Sell offers activity tracking and calendar integration so that important tasks like calls, meetings, appointments and scheduled communications are copied to the calendar with timely reminders. Managers can also set up tasks and goals for team members, track their progress against deadlines and follow up on subsequent actions when required. 
  • Performance Management:  Managers can track all team members’ performance against goals, deadlines and assigned leads. 
  • Collaboration Management:  Zendesk Sell helps teammates and team leaders collaborate on projects through tagging and sharing contacts, templates, documents and notes. 
  • Document Management:  Users can store, organize and share documents in various formats such as texts, presentations, images and audio with other team members. 
  • Workflow Management:  Users can standardize their sales process and automate parts of it through rule-based engines that initiate event-triggered actions. This helps the salesperson focus on closing the deal rather than managing data and scheduling communication manually. 
  • Call Management:  Users can call leads and prospects using an automatic dialer. The software also enables call scripting and records calls for further analysis and iterations. 
  • Chat and Training Support:  Zendesk Sell offers a chat portal to help users resolve customer queries. Users can also create a knowledge bank for their customers with frequently asked questions, video tutorials, presentations and supporting documents. 
  • Email Marketing:  Users can sync their existing email accounts with Zendesk Sell to send targeted and personalized emails to their clients. With pre-built templates to cater to contacts across the buyer journey and retention cycle, email tracking for open-rate, click-rate and response-rate and detailed reports for mass mailing campaigns, Zendesk Sell offers full email marketing support to its users. 
  • Custom Forms:  Zendesk Sell offers customizable web forms that can be integrated into the website, landing pages and social media campaigns for customer surveys and lead generation. 
  • FEATURE: Sales Forecasting: The platform provides detailed insights on current and past sales trends and key metrics and uses predictive analysis to forecast current versus expected revenue. 
  • Reporting and Statistics:  Zendesk Sell offers various reports on funnel movement, employee activity and performance management, sales performance and marketing effectiveness. These reports can be further customized to parameters like date ranges, sales rep, source and more. 
  • Dashboard:  Zendesk Sell has a visual dashboard depicting all key metrics with accessible drag-and-drop features. Users can customize the way their dashboard looks and prioritize to-do lists, sales pipeline, performance charts and more as per their requirements. 
  • User Management:  Admins and managers can prepare an organizational chart, share it and grant role-based access to users. 
  • Offline Access:  Zendesk Sell offers limited offline access so that users can view all details, update progress against their task lists and attach notes and documents. Changes are synced to the platform once the network is connected again. 
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  • Lead Management: Users can evaluate and classify leads, log and track their status, update lead score and access data. Real-time notifications let them act fast on hot leads, and actionable reports enable them to evaluate marketing and sales strategies. 
  • Opportunity Management: LeadMaster allows users to ensure long-lasting relationships and repeat sales with personalized communications. They can track leads, judge win probability and check recommended solutions using forecasts. It’s also possible to access real-time data, opportunity notes and detailed customer histories. 
  • Case Management: This feature assists with tracking and solving customer service issues quickly and efficiently. Users can associate new cases with customer records, assign tickets to the most appropriate staff members, customize fields to capture specific business information, automate processes using workflows and respond to common questions using built-in templates. 
  • Integrated Telephony: The system offers a range of softphone features including pre-recorded messages, conversation recording on web storage or hard drive, IVR and sophisticated call routing, and call holds. Other capabilities include a click dialer to convert phone numbers into live links, call monitoring and coaching, three-way call transfer, and complete phone switch. 
  • Campaign Management and Analysis: A built-in campaign management system helps drive better results, letting users analyze ROI and measure the effectiveness of marketing campaigns in real time. 
  • Landing Pages: Landing page templates, equipped with several fields such as company, phone, contact and email, gather information to build up the database without the need for a technical expert. 
  • Outlook Integration: Integration with Outlook allows users to track activities in real time, as well as sync email, calendar and contacts between the platform and Outlook. The email marketing system helps track ROI, nurture leads and record communications. 
  • Smart Queue: This tool helps improve sales reps productivity without any training. They can manage call centers and inside sales efficiently, as the system can choose high priority call records automatically. It supports predefined lead scoring, combines call dispositions and workflows, assigns top calls to agents and organizes call records from different sources. Integration with different cloud dialing solutions ensures cost-effective click-to-call and power dialing. 
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Product Ranking

#47

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#56

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Analyst Rating Summary

66
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82
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83
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Zendesk Sell
LeadMaster
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 82 83 100 77 75 91 78 0 63 67 47 45 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 723 reviews
Great User Sentiment 49 reviews
87%
of users recommend this product

Zendesk Sell has a 'great' User Satisfaction Rating of 87% when considering 723 user reviews from 5 recognized software review sites.

82%
of users recommend this product

LeadMaster has a 'great' User Satisfaction Rating of 82% when considering 49 user reviews from 2 recognized software review sites.

4.8 (26)
n/a
4.3 (406)
4.1 (13)
4.3 (129)
4.1 (36)
4.6 (136)
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3.4 (26)
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Synopsis of User Ratings and Reviews

Easy to Use: Users appreciate the intuitive interface and straightforward navigation, making it simple to learn and use effectively without extensive training.
Customization: The platform offers a high degree of customization, allowing businesses to tailor the system to their specific workflows and sales processes.
Integrations: Zendesk Sell integrates seamlessly with various third-party applications, such as email marketing tools and customer support platforms, enhancing overall efficiency.
Mobile App: The mobile app enables sales teams to access crucial information and manage deals while on the go, promoting productivity and responsiveness.
Reporting and Analytics: Robust reporting and analytics tools provide valuable insights into sales performance, helping businesses track progress, identify trends, and make data-driven decisions.
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Price: LeadMaster is known for being budget-friendly, especially when compared to similar options.
Customizable: Users can tailor the platform to match their specific business processes.
Usability: The system is designed to be straightforward and easy to use, even for those new to CRM.
Customer Support: LeadMaster is recognized for its responsive and helpful customer service team.
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Limited Customization: Users have expressed frustration with the inability to tailor Zendesk Sell to their specific workflows, especially when it comes to building custom objects and modifying existing fields. The platform's rigidity can hinder efficiency for businesses with unique processes.
Reporting Challenges: Generating customized reports and extracting meaningful insights from data can be cumbersome. Users often find the reporting tools to be inflexible and lacking the depth needed for comprehensive analysis.
Mobile App Limitations: The mobile app's functionality falls short of the web version, with limited features and occasional performance issues. This can be a significant drawback for teams that rely on mobile access to customer data.
Learning Curve: Zendesk Sell's interface, while generally considered user-friendly, can present a learning curve for new users due to its extensive features and functionalities. This initial complexity may require additional time investment for onboarding and training.
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Outdated Interface: Some users have reported that the LeadMaster platform feels outdated and sluggish compared to newer CRM solutions.
Occasional Data Duplication: The system's data entry process has been criticized for sometimes requiring redundant entries, potentially leading to data duplication issues.
Limited Customization: Users have expressed frustration with the limited customization options available, particularly regarding dropdown menus and scaling features.
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Zendesk Sell, a customer relationship management (CRM) software, has elicited a range of user feedback over the past year. While some users appreciate its user-friendly interface and seamless integration with other Zendesk products, others express concerns about its limitations and cost. The software's strengths lie in its intuitive design, making it accessible even for those new to CRM systems. Its integration with Zendesk Support and Zendesk Chat streamlines workflows and enhances team collaboration. However, some users find the features offered by Zendesk Sell to be less comprehensive compared to other CRM solutions, particularly in areas such as marketing automation and advanced reporting. Additionally, the pricing structure may pose a challenge for smaller businesses or those with limited budgets. Zendesk Sell appears well-suited for businesses already invested in the Zendesk ecosystem, as it complements existing workflows and leverages familiar interfaces. Its ease of use makes it a viable option for small to medium-sized businesses seeking a basic CRM solution. However, larger enterprises or those requiring advanced functionality may need to explore alternative options that offer a broader feature set. Ultimately, the decision of whether Zendesk Sell is the right fit hinges on a business's specific needs, budget, and existing software infrastructure.

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Is LeadMaster CRM truly a master of managing customer relationships? User reviews from the past year paint a somewhat mixed picture of this CRM solution. On the one hand, LeadMaster is frequently praised for its robust features, particularly its comprehensive approach to lead management, sales tracking, and marketing automation. Users highlight its ability to streamline workflows and improve efficiency, with some even claiming that tasks that once took days now take minutes. The platform's adaptability to different business needs and its strong customer support are also frequently cited as major advantages. However, LeadMaster isn't without its drawbacks. A recurring criticism is the platform's somewhat outdated interface, which some users find clunky and sluggish. This, coupled with a steep learning curve, can make it challenging for beginners to get the hang of the software. Additionally, while some users find LeadMaster's pricing reasonable, others point out that it can be more expensive compared to other CRM options available. This is particularly relevant for smaller businesses or startups that might be working with tighter budgets. In conclusion, LeadMaster CRM seems best suited for established businesses with dedicated resources for training and implementation. Its comprehensive features and customization options make it a powerful tool for managing complex sales processes and large customer databases. However, businesses looking for a more modern, intuitive, and budget-friendly CRM solution might find better alternatives in the market.

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