Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.
Pendo IntegrationsPendo + Zendesk Sell
Create Product in catalog to Zendesk Sell from New Visitor in Pendo Read More...Pendo + Zendesk Sell
Update Company in Zendesk Sell when New Visitor is created in Pendo Read More...It's easy to connect Zendesk Sell + Pendo without coding knowledge. Start creating your own business flow.
Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Trigger when new visitor visit.
Trigger when a new visitor added in the report.
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
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(2 minutes)
Zendesk Sell is a business customer relationship management software that helps sales teams with automating their sales process. It is a cloud-based software, which allows you to manage your customer interactions both online and on the go. Zendesk Sell has two main parts of this software:
Zendesk for Sales is used by sales representatives to find and close deals more effectively. The various features of Zendesk for Sales include lead tracking, email tracking and automated call logging among others.
is used by sales representatives to find and close deals more effectively. The various features of Zendesk for Sales include lead tracking, email tracking and automated call logging among others. Zendesk for Sales Reps is a web-based application that gives insight into how your team performs and what they can improve on in order to become more effective. Features of Zendesk for Sales Reps include real-time metrics, analytics, benchmarking and feedback from customers.
Pendo is a software that helps product managers create user stories and prioritise their development. It aids the PMs as they create personas, design new features, track feature usage, cplect qualitative feedback from users and record product usage data. Pendo integrates with several other products such as JIRA, Slack, and Asana among others.
Integrating the two products will allow companies to create a complete view of their customers across all their products. The integrated spution will help sales teams better manage their leads and opportunities. It will also allow them to generate more revenue using Pendo’s customer lifecycle management (CLM. capabilities.
Pendo’s CLM capabilities include:
persona creation. Personas are an essential part of acquiring new customers. They are important because it helps you understand your customers more than ever before. Performing persona creation enables you to define who your ideal customer is, what they like/dislike and what motivates them to buy. This information is very vital in understanding how to approach your potential customers as well as how to tailor your marketing strategy accordingly.
user story creation. User stories are used when designing new features for a product. They help designers understand the needs of the customers as well as the overall goals they want to achieve by using the product. Pendo allows you to create user stories by simply defining your goal or problem along with the expected outcome you want to achieve.
feature prioritisation. Feature prioritisation helps you determine which features should be developed first and which ones should be the last. Pendo’s feature prioritisation helps you know where to place your focus when creating new features in order to fulfil the needs of your customers. It also helps you compile a list of features that need improvement so that you can work on them at a later date.
user satisfaction tracking. User satisfaction tracking allows you to track whether a certain feature is being used or not by its customers. It also helps you understand whether the feature is contributing towards your business goals or not. This information helps product managers decide whether it’s worth investing more time in a certain feature or not.
user feedback cplection. User feedback cplection allows you to cplect data from your customers about your product and have them provide suggestions on how you can improve it. This information is very helpful in creating an effective product roadmap that adds value to your customers and increases your profitability. Pendo helps you cplect feedback by sending out surveys through email or having users fill out a form on your website among others.
The integration of Zendesk Sell with Pendo allows companies to create one platform that manages all aspects of their customer relationships from beginning to end. Using this software means that companies will not have to spend time managing multiple applications or have multiple people working on them separately. Having everything in one place makes it easier for companies to fully utilise their resources in order to connect with their customers and build stronger customer relationships.
The process to integrate Zendesk Sell and Pendo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.