On-Demand: Implementing Zendesk Sell, I
Sell I Course Resources
On-Demand: Implementing Zendesk Sell, II
Sell II Course Resources
Package: Implementing Zendesk Sell, I & II
These courses will give you the knowledge you need in order to successfully implement Zendesk Sell.
New to Zendesk Sell? Our Zendesk Sell Implementation courses will help you set up Sell so that it meets your organization's needs.
As part of this package, you’ll receive access to two self-paced training courses, Implementing Zendesk Sell I & II:
- Implementing Zendesk Sell, I is for those who are new to Zendesk Sell and who are responsible for implementation. We'll start by walking through the five steps to documenting your sales process -- a critical step in using the pipeline and reporting effectively. We'll then dive into the settings: custom fields, sales pipelines, visit and call outcomes, and more. By the end of this course, you will have successfully configured Zendesk Sell to meet your organization's unique needs.
- Implementing Zendesk Sell, II is the second in our series and is for those who are new to Zendesk Sell and are responsible for implementation. We'll start by setting up user roles and permissions, as well as groups and teams for those who have Enterprise and up plans. We'll then walk through the steps to data migration, using a template from the course resources to help you smoothly import your data into Sell. You'll then set up tools for an effective workflow, including the integration of email, calendar, and Voice, and shared smart list templates. With a final review of the implementation checklist provided in the course resources, you'll be prepared for go-live!
Who is this package right for?
This package is a great fit for anyone who is new to Zendesk Sell and plays a part in its implementation. It suits those who prefer self-paced training and learning on their own schedule.
You’ll view theses courses on our training platform, and you may stop, start, and rewatch them, whenever you like. Your purchase and access to the courses in this package will be valid for 60 days after your date of purchase.