Salesforce vs Zendesk Sell
Last updated: December 03, 2020
Most-popular CRM. Easy collaboration. Proven cloud platform. Salesforce.com offers everything you need to transform your business into a Social Enterprise, so you can connect to customers and employees like never before. With no software or hardware to install, you're up and running—and seeing a positive impact on your business—quickly.
With amazing sales productivity tools for sales reps, the #1 web and mobile apps in the market and breakthrough visual reporting for sales leaders, Base is the complete and ultimate solution for any team that sells.
Salesforce vs Zendesk Sell in our news:
2020. Salesforce announces new Service Cloud workforce planning tool
With a pandemic raging across many parts of the world, many companies have customer service agents spread out as well, creating a workforce management nightmare. To help answer that problem Salesforce is developing a new product called Service Cloud Workforce Engagement. Like many Salesforce products, this one is made up of several key components to deliver a complete solution. For starters, there is Service Forecast for Customer 360, a tool that helps predict workforce requirements and uses AI to distribute customer service requests in a way that makes sense. Next up is Omnichannel Capacity Planning, which helps managers distribute CSAs across channels such as phone, messaging or email wherever they are needed most based on the demand across a given channel. Finally, there is a teaching component that helps coach customer service agents to give the correct answer in the correct way for a given situation.
2020. Salesforce applies AI to workflow with Einstein Automate
Salesforce announced Einstein Automate, a new AI-fueled set of workflow solutions. Einstein is the commercial name given to Salesforce’s artificial intelligence platform that touches every aspect of the company’s product line, bringing automation to many tasks and making it easier to find the most valuable information on customers, which is often buried in an avalanche of data. Salesforce is also bringing into the mix MuleSoft, the integration company it bought for $6.5 billion in 2018. Instead of processes like a mortgage approval workflow, the MuleSoft piece lets IT build complex integrations between applications across the enterprise and the Salesforce family of products more easily.
2020. Salesforce beefing up field service offering with AI
Salesforce is adding some AI enhancements to its field service offerings that take advantage of this capability. For starters, the company announced Dynamic Priority. Certainly humans are capable of prioritizing a list of repairs, but by letting the machine set priority based on factors like service agreement type or how critical the repair is, it can organize calls much faster, leaving dispatchers to handle other tasks. Also Salesforce also wants to give the customer the same capability they are used to getting in a rideshare app, where you can track the progress of the driver to your destination. Appointment Assistant, a new app, gives customers this ability, so they know when to expect the repair person to arrive.
2020. Salesforce announces a new mobile collaboration tool for sales called Anywhere
Salesforce introduced a new tool called Salesforce Anywhere that’s designed to let teams collaborate and share data wherever they happen to be. As the pandemic took hold and the company saw how important collaboration was becoming in a digital context, the idea of an app like this took on a new sense of urgency. The idea is to move beyond the database and help surface the information that matters most to individual sales people based on their pipelines. Employees can share information across a team, and have chats related to that information. While there are other chat tools out there, this tool is focused on sharing Salesforce data, rather than being general purpose like Slack or other business chat tool.
2020. Zendesk launches app marketplace for its CRM
Zendesk acquired Base CRM in 2018 and rebranded it as Zendesk Sell. Now the company is launching Zendesk Marketplace for Sell - an app store for this CRM product. It’s a place where companies can share components that extend the capabilities of the core Sell product. Companies like MailChimp, HubSpot and QuickBooks are available at launch. For starters, customers can build private apps with a new application development framework. This enables them to customize Sell for their particular environment, such as connecting to an internal system or building functionality that’s unique to them. In addition, ISVs can build custom apps, something Price points out they have been doing for some time on the Zendesk customer support side.
2018. Salesforce allows to enter data to CRM via voice
Sales managers love to talk. In fact, talking is their job. But when it comes to entering customer data to CRM system, they have to type. Salesforce wants to save salespeople from such a cognitive dissonance. New feature - Einstein Voice - allows to enter data into the system using natural speech. Imagine, when getting behind the wheel, you simply launch the mobile app and talk to virtual assistant: "I just met John Smith. He is interested in buying, but asked to call him in a week ...". And the virtual assistant gently adds a note to this customer history in CRM. But Salesforce should do something with personality of their virtual assistant. It looks wrong to force Einstein to perform such simple tasks.
2018. Salesforce released new product - Customer 360
Customer 360 is a new software pulls the various customer data pieces together into a more unified view from the Salesforce product family. It is based on the technology from Salesforce's $6.5 billion Mulesoft acquisition.This should in theory allow the customer service representative talking to you on the phone to get the total picture of your interactions with the company, thereby reducing that need to repeat yourself because the information wasn’t passed on. The idea here is to bring all of the different products — sales, service, community, commerce and marketing — into a single unified view of the customer. And they allow you to do this with actually writing any code, according to the company.
2018. Zendesk acquired Base CRM
Zendesk has acquired Base, a startup that provides CRM for small business. While Base might not be as well known as Salesforce, Microsoft or Oracle in the CRM game, it has created a sophisticated sales force automation platform, complete with its own artificial intelligence underpinnings. If the core of customer data includes customer service, CRM and marketing, Base gives Zendesk one more of those missing components. Base was founded in 2009 and boasts more than 5,000 customers. It’s worth pointing out that Base was already available for sale in the company app marketplace, so there was some overlap here, but the company intends to try to move existing customers to Base, of course. Zendesk has indicated it will continue to support all Base customers.
2018. Salesforce simplifies phone sales
Salesforce unveiled some updates to its core Sales Cloud with an emphasis toward automation and integration. For starters, the company wants to simplify inside phone sales, giving the team not only a list of calls organized by those most likely to convert, but walking them through a sales process that’s been defined by management according to what they believe to be best practices. High Velocity Sales is designed to take underlying intelligence from Salesforce Einstein and apply it to the sales process to give sales people the best chance to convert that prospect. That includes defining contact cadence and content. For calls, the content could be as detailed as call scripts with what to say to the prospect. For emails, it could provide key details designed to move the prospect closer to sale and how often to send that next email. Once the sales teams begins to move that sale towards a close, Salesforce CPQ (configure, price, quote) capabilities come into play. That product has its roots in the company’s SteelBrick acquisition several years ago, and it too gets a shiny new update for Dreamforce this year.
2018. Salesforce introduces Integration Cloud on heels of MuleSoft acquisition
One week after MuleSoft acquisition, Salesforce unveils Integration Cloud, based on the acquired technology. The Integration Cloud itself consists of three broad pieces: The Integration Platform, which will eventually be based on MuleSoft; Integration Builder, a tool that lets you bring together a complete picture of a customer from Salesforce tools, as well as across other enterprise data repositories and finally Integration Experiences, which is designed to help brands build customized experiences based on all the information you’ve learned from the other tools. For now, it involves a few pieces that are independent of MuleSoft including a workflow tool called Lightning Flow, a new service that is designed to let Salesforce customers build workflows using the customer data in Salesforce CRM.