Case Study: The Window Outfitters achieves sales clarity and faster conversions with Zendesk Sell

Windows Outfitters TWO gets sales clarity with Zendesk Sell

The Window Outfitters, a Texas‑based wholesale window furnishings business with sales teams in the US and Australia, outgrew its legacy CRM and needed a mobile‑first sales platform. After a short-lived attempt to build a custom solution, COO Shelby Stanley selected Zendesk Sell (Sell) to deliver the mobility and integrations required for its consumer sales teams.

Zendesk Sell was deployed quickly with custom integrations to PandaDoc and Xero, enabling seamless quoting-to-accounting workflows and reducing repetitive admin work. Adoption rose rapidly—requiring fewer follow-up trainings—and measurable results followed: conversion rates began improving within two weeks and time to first action dropped by 24 hours so reps now reach out the same day, while management gained the analytics they needed without burdening sales staff.

The Window Outfitters

Shelby Stanley

International Marketing Director