Comparison Summary
This comparison report of Zendesk Sell vs. Wealthbox CRM is based on a specific set of business needs and context. The comparison uses 3705 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Zendesk Sell and Wealthbox CRM
Zendesk Sell, Wealthbox CRM, Freshsales, Salesmate Sales CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Zendesk Sell covers Communication Management with E-Mail, Engagement Management, Contact List Management with Phone Calls, Sales Call Management with Phone Calls, etc.
Wealthbox CRM focuses on Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, etc.
"Zendesk Sell has improved our sales productivity. We have redistributed sales force efforts to more promising projects and the accuracy of the monthly revenue forecast increased from 30% to 10% deviation. " - Nataliya Agafonova
"Wealthbox reminds me of when I got my first iPhone. It's an incredibly simple yet powerful platform for my firm. " - Jason Wenk
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Zendesk Sell | Enhance productivity, processes, and pipeline visibility for sales teams
Modern CRM for financial advisors
Age
2007
Financials
IPO
Business Need
Total Processes
(we found evidences for)
89
40
Total Goals
(we found evidences for)
9
4
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Enhance customer relationships
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Acquire customers
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Improve internal communications
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Improve efficiency
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Launch new products
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Scale best practices
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Improve navigation
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Enter new markets internationally or locally
- See 6 more
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Acquire customers
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Enhance customer relationships
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Grow market share
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Improve digital and social presence
- See 1 more
Top Channels
Channels Used
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offline
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e-mail
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social media
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events
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trade shows
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mass media
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website
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video
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Twitter
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phone calls
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user generated content
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blogs
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point of sale
- See 10 more
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offline
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e-mail
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social media
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events
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trade shows
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mass media
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website
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video
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Twitter
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phone calls
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user generated content
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blogs
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point of sale
- See 10 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
