Instantly estimate your future sales
Make informed decisions and predict your short-term and long-term performance with our Forecasting tool. Every sales deal should have a clear deadline, so you know which activities to focus on.
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Sales Forecasting in details
Plan activities and allocate the right amount of resources
A reliable sales forecast is key to an effective sales strategy. The Forecasting mode in CRM and Deals for Zendesk® gives you an overview of all your deals, grouped by the date when they are like to close. Compare them with the already closed cases and forecast the revenue you are supposed to receive each month. As well as identify problematic deals and take actions to spot any issues and meet your highest goals. Spot issues and predict revenue in a blick of an eye.
Measure your performance
Both managers and salespeople will benefit from the sorting options you get. The Forecasting view can show the overall prediction for the company managers or the sales team can follow individual pipelines to get a more in-depth view of forecasting.
Customize the report to your needs
Grouping deals by the time when they’re likely to close is not enough. We get it. You might want to group deals by the owner, product, start date, etc. So, we’re working on adding more ways to let you customize your report to your liking. Stay tuned!
A reliable sales forecast is key to an effective sales strategy. The Forecasting mode in CRM and Deals for Zendesk® gives you an overview of all your deals, grouped by the date when they are like to close. Compare them with the already closed cases and forecast the revenue you are supposed to receive each month. As well as identify problematic deals and take actions to spot any issues and meet your highest goals. Spot issues and predict revenue in a blick of an eye.
Both managers and salespeople will benefit from the sorting options you get. The Forecasting view can show the overall prediction for the company managers or the sales team can follow individual pipelines to get a more in-depth view of forecasting.
Grouping deals by the time when they’re likely to close is not enough. We get it. You might want to group deals by the owner, product, start date, etc. So, we’re working on adding more ways to let you customize your report to your liking. Stay tuned!
Get started with a free 7-day trial
Enjoy seamless integration with your existing platforms and a user-friendly interface that makes managing deals easier!
Try CRM and DealsKeep your sales in check and stay organized with our CRM for Zendesk
These features are just a small part of what CRM and Deals for Zendesk® has to offer.
There is much more to discover. Save your money with the best Zendesk Sell alternative
CRM and Deals for Zendesk will level up your sales
Tailored to fuel your growth
CRM and Deals within GrowthDot Enterprise
Need custom features for your business?
With GrowthDot Enterprise, you get a fully tailored CRM experience, complete with personalized support to meet your goals. The Enterprise plan offers a CRM solution that grows with you.
Expand your Zendesk opportunities
per month
- Unlimited pipelines
- Unlimited stages
- Unlimited custom fields
- Automations
- No limits
- Customizing services
- Free onboarding and trainings
- Deep integration with analytics tools
Compare Features
| Features | Lite Plan | Pro Plan | Enterprise |
|---|---|---|---|
| Custom pipeline | Up to 1 | Unlimited | Unlimited |
| Stages creation | Up to 5 stages | Unlimited | Unlimited |
| Automated deal movement | |||
| Deals forecasting | |||
| Custom fields | Max. 2 fields | Unlimited | Unlimited |
| Detailed customer view | |||
| Detailed product view | |||
| Set lost reasons | |||
| Upload attachments | |||
| Data export | |||
| Event tracking | |||
| PUSH notifications | |||
| CSV backup export | |||
| Managed system setup and ongoing support | |||
| Dedicated account manager | |||
| Extra customization to suit your business |
Transform your Zendesk® services today - let's take the first step!
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engagement and enhance customer satisfaction.
