Zendesk Sell Ideas

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How can we improve Sell?

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  1. Dashboard history filtering option 'email'

    In the Dashboard there is a pull down next to 'display' that allows me to filter items in the Dashboard history. I would like 'email' to be displayed so I can see who I've sent an email to. Otherwise I have to go through every deal and manually determine who I done this for.

    47 votes
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    8 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  2. Client space customized email invitation

    Please enable client space invitation emails...
    1) to be completely customized by me
    2) to be sent with my name and email address as the sender
    Even though I currently alert my clients to be on the lookout for an email from "Base", they still delete them or they wind up in their spam folder.

    47 votes
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    0 comments  ·  Client Space  ·  Flag idea as inappropriate…  ·  Admin →
  3. Get base reminders as a daily email

    It can be quite confusing getting 10-20 email reminders through each morning, is it possible to send 1 email listing all the outstanding tasks for the day?

    46 votes
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    6 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  4. Build out company lead and company hierarchy visually on the overview page

    Use the same module for having different user accounts for Base and apply that to visually creating the hierarchy of a company you are pursuing. This would make it possible to see who is in charge of who and in what department. It's important to have a whole list of leads for larger companies. It would also be important to have different notes for each lead per company.

    44 votes
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    1 comment  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  5. Automatically attach contacts to companies if e-mail domain matches

    I've already set up a company's info with the website specified, e.g. company.com. Now if I receive e-mail from a new person that has a name@company.com e-mail after I add the person as a contact from under Untracked e-mails I'd like to see the contact automatically attached to the company, since the person is obviously an employee of the company.

    This should of course just be a default that might not be correct all the time (and should only work for already saved companies) but would save some time.

    44 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add monthly billing into Base.

    Some of our clients pay per month over a certain duration and lump sum amounts skews forecasting and reporting. It would be fantastic to have the opportunity for lump sum and monthly sales projections.

    44 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to change dates in reports based on financial year

    It would be nice to have the ability to change the dates in reports based on financial year of the company we work in.

    41 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Centralized place to create email templates for team

    Right now each email template is made within a lead/deal/contact card and the template can only be accessed by the user. It would be great if an admin had a centralized place to create templates and share them with the whole team.

    41 votes
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    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Please Remove the Mobile Phone field from Company's contact

    It is important because whenever I associate a person to the company, his/her mobile phone gets synced into the company's mobile phone number....

    And what is really annoying is that in turns get synced in my google contacts. So whenever a person calls me on my phone, rather than his name appearing, his company appears. This really doesnt help when I have a number of person associated with a certain company

    41 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Email Template Folders

    Overall it would be nice to have a better interface for coordinating template emails amongst the team. I should be able to share my template emails with all team members. I also should be able to organize my email templates in folders so that I don't have a list of 25 email templates.

    41 votes
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    6 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. automated actions for leads

    Extend automated tasks for leads. Right now it is limited to company, contacts and deals.

    40 votes
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    7 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  12. Assign colors to different calendars

    Assign colors to different calendars because I need to distinguish between them.

    39 votes
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    6 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Auto follow ups on task complete

    If you believe that you should stay in contact with your customers on a regular basis, then it would be great to have an auto follow up option that pops up when a task is completed. It's not right for everyone, so I'd make it turn off/on able in settings. Essentially, when you complete any task, you are prompted to follow up by adding another task in xxx hours/days/weeks/months. That get's added to your task list as a new task.

    39 votes
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    3 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. Have multiple phone numbers, for different cities

    It would be great to have more than one phone number, per user. I have a client base in multiple cities, and I like calling them from local numbers.

    Thanks!

    40 votes
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    5 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
  15. Manually ordering additional Employees or Colleagues on Company and Contact Cards

    Being able to vertically list or alter the order and group additional employees / colleagues on company and contact cards would be an extremely valuable tool. (This would also remove the need for the 'more' button to unhide and be able to see additional contacts at the same firm).

    Further, being able to color code or prioritize contacts would also be great! Thanks for your considerations!

    39 votes
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    4 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  16. Communication (emails, phone calls, notes) should transfer from a Lead when converted to a Deal

    Currently when you convert a Lead to a deal all of the emails, phone calls and notes from the Lead disappear. They should automatically, or there should at least be the option, for them to be transferred to the new Deal, rather than the Deal having a completely blank history.

    38 votes
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    4 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
    started  ·  Rafal Ociepa responded

    Hi Nick, all

    Thanks for posting!
    When you convert a lead and opt to create a deal, the activity history is divided between the deal and the contact, in the following way:
    notes are assigned to the deal, to make it easy to track the history in the deal;
    emails are assigned to the contact – and emails newer than the deal will be visible in the deal, too;
    calls are assigned to both contact and deal.

    If that’s not the case for you, please contact us at support, and we’ll be happy to check things out.

    Thanks, and best regards,

  17. Build customer org chart

    It would be great to have a "reports to" field for contacts and then be able to generate simple org charts at the click of a button thanks to that information.

    38 votes
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    1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  18. When in reporting mode it would be so useful to drill down into the detail

    It is really frustrating not to be able to find how the total figures are arrived at i.e. in the pipeline by clicking on one of the stages it would then list the pieces of business that make up the totals. Unless I am missing something this doesn't appear to be possible and the only way to find this sort of detail is by exporting the whole account each time

    38 votes
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    5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. 38 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Map out Leads and Deals in Google Maps

    Similar to a previous suggestion, in addition to Contacts that are mapped out in Google Maps, mapping out visually the location of Leads as well as Deals according to their stage would be 'very' helpful. Google Maps puts all saved locations as Gold Stars, but being able to assign different colors would make it a lot easier how many Leads are in a certain geographic area or Deals at a certain stage.

    To give some insight, I currently, manually type in each of my Leads into Google Maps and can see them all with the Stars. I use this a…

    38 votes
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    2 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
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