Sell for Admins, I + II

Sell for Admins, I + II

Learn how to successfully implement Zendesk Sell.

About this package

   3 hours

   Pre-recorded video

 

Description
New to Zendesk Sell? Our Zendesk Sell for Admins I & II courses will help you set up Sell so that it meets your organization's needs.
About each course
Zendesk Sell for Admins, I is for admins who are new to Zendesk Sell, whether they’re implementing a new account or have inherited one. We'll start by getting to know the basics of Zendesk Sell so that you can review your sales process -- a critical step in using the pipeline and reporting effectively. We'll then dive in to 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 company's unique needs.

Zendesk Sell for Admins, II 
is the second in a two-part series for admins who are new to Zendesk Sell, whether they’re implementing a new account or have inherited one. 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 preparing your data for import, whether you're migrating data from a legacy system or updating existing data in Sell. We'll wrap up with some ways to optimize Sell for your team, including setting up Voice, and creating smart list templates. You'll take away a Zendesk Sell Admin Task Checklist and other helpful resources to empower you in your new role as a Zendesk Sell admin!
Recommended prerequisites
None

 

 

Curriculum

  • On-Demand: Sell for Admins, I
  • Sell for Admins, I - Course Resources
  • On-Demand: Sell for Admins, II
  • Sell for Admins, II - Course Resources
  • Post-Session Survey

About this package

   3 hours

   Pre-recorded video

 

Description
New to Zendesk Sell? Our Zendesk Sell for Admins I & II courses will help you set up Sell so that it meets your organization's needs.
About each course
Zendesk Sell for Admins, I is for admins who are new to Zendesk Sell, whether they’re implementing a new account or have inherited one. We'll start by getting to know the basics of Zendesk Sell so that you can review your sales process -- a critical step in using the pipeline and reporting effectively. We'll then dive in to 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 company's unique needs.

Zendesk Sell for Admins, II 
is the second in a two-part series for admins who are new to Zendesk Sell, whether they’re implementing a new account or have inherited one. 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 preparing your data for import, whether you're migrating data from a legacy system or updating existing data in Sell. We'll wrap up with some ways to optimize Sell for your team, including setting up Voice, and creating smart list templates. You'll take away a Zendesk Sell Admin Task Checklist and other helpful resources to empower you in your new role as a Zendesk Sell admin!
Recommended prerequisites
None

 

 

Curriculum

  • On-Demand: Sell for Admins, I
  • Sell for Admins, I - Course Resources
  • On-Demand: Sell for Admins, II
  • Sell for Admins, II - Course Resources
  • Post-Session Survey
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