Zendesk Sell
59 Case Studies
A Zendesk Sell Case Study
Octego is a UK energy consulting firm that delivers professional energy management services and sought a more data-driven sales platform after a 2015 relaunch. Previously using FileMaker Pro, Octego lacked reporting, visibility into rep activity, and lead/contact differentiation, so after evaluating alternatives they selected Zendesk Sell (Sell) for its usability and analytics.
Zendesk Sell delivered an intuitive CRM with email and communication tracking plus out‑of‑the‑box reports like Stage Duration Analysis, letting Octego identify rep strengths, boost win rates, and upsell more proactively. As a result, Octego’s annual revenue rose 51%, long‑term contracts increased by 44%, and revenue per client grew 15%, with improved customer retention and management visibility attributed to Zendesk Sell.
Nick Wood
Technology Director