📱 A Comprehensive Guide to Zendesk Sell Mobile App
Are you always on the go and need to manage your sales pipeline from anywhere? Look no further than Zendesk Sell Mobile App. This app allows you to sync everything you do on the web to your mobile device and vice versa. In this guide, we’ll take a closer look at the Zendesk Sell Mobile App and show you how to use it to manage your sales pipeline on the go.
📊 Dashboard
When you first log in to your Zendesk Sell Mobile App account, you’ll see your dashboard. This gives you a quick check of where everything is at in your pipeline. Additionally, you can view your activity feed and see everything that’s happened in your account so far.
📞 Communication
Because Zendesk Sell is integrated into your email, you can tap and see all of your past communication, including email and phone calls. If you’d like to send an email from your mobile device, you can do that and even use an email template. To access your templates, open up your templates at the bottom of the phone and select your Q1 outbound template. The template is automatically filled with all of the details from the contact of John Smith. This is an incredibly easy way to create error-free personalized email on the go. When you’re ready and the email looks good, hit send, and off it’ll go.
📍 Map View
In addition to viewing all of your leads and contacts, you can see them on a map as well. To open the map view, tap the map view, and this shows you everyone around you in relation to your current location. As you zoom in, you can see more details about everyone nearby. If you were to stop by somewhere, you could even log a visit. This is a great way to lock all of your interactions as you go door to door very quickly.
📈 Sales Pipeline
You can still access your sales pipeline on the go. You can see all of the stages at the top of the screen, and if you wanted to progress a deal through your sales pipeline, all you need to do is swipe to the right, and the deal is moved to qualified. As you begin to progress more and more deals and you want to keep track of where your day is going, you can open up your reporting and load in all of the latest metrics about what’s happening in your sales pipeline.
📉 Pros and Cons
Pros:
– Syncs everything you do on the web to your mobile device and vice versa
– Allows you to manage your sales pipeline on the go
– Integrated into your email
– Can see all of your past communication, including email and phone calls
– Can send an email from your mobile device and use an email template
– Can see all of your leads and contacts on a map
– Can log a visit and add additional notes
– Can access your sales pipeline on the go
– Can load in all of the latest metrics about what’s happening in your sales pipeline
Cons:
– None
🌟 Highlights
– Syncs everything you do on the web to your mobile device and vice versa
– Integrated into your email
– Can see all of your past communication, including email and phone calls
– Can send an email from your mobile device and use an email template
– Can see all of your leads and contacts on a map
– Can log a visit and add additional notes
– Can access your sales pipeline on the go
– Can load in all of the latest metrics about what’s happening in your sales pipeline
❓ FAQ
Q: Can I manage my sales pipeline on the go with Zendesk Sell Mobile App?
A: Yes, you can manage your sales pipeline on the go with Zendesk Sell Mobile App.
Q: Can I see all of my past communication, including email and phone calls?
A: Yes, you can see all of your past communication, including email and phone calls.
Q: Can I send an email from my mobile device and use an email template?
A: Yes, you can send an email from your mobile device and use an email template.
Q: Can I see all of my leads and contacts on a map?
A: Yes, you can see all of your leads and contacts on a map.
Q: Can I log a visit and add additional notes?
A: Yes, you can log a visit and add additional notes.
Q: Can I access my sales pipeline on the go?
A: Yes, you can access your sales pipeline on the go.
Q: Can I load in all of the latest metrics about what’s happening in my sales pipeline?
A: Yes, you can load in all of the latest metrics about what’s happening in your sales pipeline.
Resources:
– https://www.zendesk.com/sell/
– https://www.voc.ai/product/ai-chatbot