Case Study: Medical Justice achieves streamlined mobile sales and greater visibility with Zendesk Sell

Sell sales productivity proves to be key missing piece for outside sales team

Medical Justice, a North Carolina–based company that provides lawsuit protection and reputation management for medical professionals, struggled when its previous CRM (Infusionsoft) couldn't organize data, integrate with other tools, or support a mobile, road-based team of independent 1099 sales reps. After finding Microsoft Dynamics too complex, Medical Justice turned to Zendesk Sell to provide a simpler, mobile-first CRM that would drive adoption across its outside sales force.

Zendesk Sell was implemented for task automation, deal customization, smart lists, reporting and forecasting, plus email productivity and a native dialer, and it integrates with Medical Justice’s proprietary account-management system for seamless data sharing. The intuitive design of Zendesk Sell improved adoption among resistant reps, helped prioritize leads and reduce the time deals lingered in the pipeline, and gave the company greater visibility into its road-selling performance.

Medical Justice

Ben Bailess

Technical Marketing