Module 1: Introduction to Zendesk Sell

• Overview of Zendesk Sell and its role in the Zendesk suite
• Zendesk Sell architecture and core CRM components
• Understanding leads, contacts, deals, and pipelines
• Navigating the Zendesk Sell user interface

Module 2: Lead and Contact Configuration

• Setting up lead capture and qualification workflows
• Managing contact profiles and account associations
• Configuring lead scoring and priority assignment rules
• Managing contact segmentation and tagging

Module 3: Pipeline and Deal Management

• Configuring sales pipeline stages and deal progression
• Managing deal probability and weighted forecast setup
• Setting up deal loss reasons and win analysis tracking
• Configuring multi-pipeline management for different sales teams

Module 4: Sales Automation and Sequences

• Building automated sales sequences and outreach cadences
• Configuring task automation and follow-up reminders
• Managing email templates and automated send rules
• Setting up trigger-based automation for deal stage changes

Module 5: Communication and Collaboration Tools

• Integrating Zendesk Sell with email and calendar systems
• Configuring click-to-call and call logging features
• Managing team collaboration and internal note sharing
• Setting up Slack and productivity tool integrations

Module 6: Reporting and Sales Analytics

• Building standard sales performance and activity reports
• Configuring revenue forecasting and pipeline reports
• Managing leaderboard and individual rep performance dashboards
• Designing goal tracking and quota attainment reports

Module 7: Zendesk Support Integration

• Integrating Zendesk Sell with Zendesk Support
• Managing customer support ticket visibility in CRM
• Configuring unified customer profiles across Sell and Support
• Setting up escalation workflows between sales and support

Module 8: Mobile CRM Configuration

• Configuring Zendesk Sell mobile application access
• Managing geolocation and field sales features
• Setting up offline access and data sync for mobile users
• Configuring mobile notifications and alerts

Module 9: Data Management and Import

• Managing data import from spreadsheets and CRM systems
• Configuring data deduplication and merge rules
• Managing data export and CRM backup procedures
• Handling data privacy and GDPR compliance in Zendesk Sell

Module 10: Administration and Best Practices

• Managing user roles and permission configuration
• Configuring Zendesk Sell API and third-party integrations
• Setting up single sign-on and security configuration
• Zendesk Sell administration best practices and governance

Experience in the Industry Learn from certified Zendesk Sell – Sales CRM professionals with hands-on industry experience.

Backgrounds at the Top Our trainers hold relevant certifications and have worked on real-world implementations.

Clear & Effective Teaching All core concepts of Zendesk Sell – Sales CRM are explained with practical examples.

Hands-On Learning Focus Students gain practical experience through structured labs and projects.

Up-to-Date Knowledge Trainers keep content current with the latest platform releases and best practices.