Case Study: OPIN Software achieves increased sales visibility and productivity with Zendesk Sell

Enterprise sales team gains new insights and visibility with Sell

OPIN Software, an Ottawa-based Drupal solutions provider, struggled to centralize its enterprise sales process and was relying on spreadsheets after evaluating many CRMs. After testing systems from Salesforce to SugarCRM, a partner introduced them to Zendesk Sell; OPIN chose Sell for its visual interface, strong reporting and customizability that matched their team’s needs.

Zendesk Sell was deployed across OPIN’s inbound and outbound workflows—using automated tasks, email templates, communication tracking, call logging and reports like Conversion Rate by Owner—to give reps and managers a single source of truth. The result was higher productivity and less duplicated work, clearer pipeline visibility for weekly sales meetings, and measurable improvements in tracking and analyzing conversions, enabling OPIN to focus on closing high-value deals.

OPIN Software

Pat Gilbert

Director of Business Development, OPIN Software