What is Zendesk Explore?

Zendesk Explore is a reporting and analytics tool designed to provide businesses with insights into their customer support operations. It is integrated with Zendesk's Suite, Support, and Sell plans, offering a range of functionalities from advanced scheduling and sharing capabilities to customizable reporting features.

Integration and Availability

Formerly exclusive to Zendesk Support Professional and Enterprise, Explore is now accessible within the Zendesk Suite and across various plans, including Lite, Team, Growth, and Enterprise. This expansion has made the tool more widely available to users seeking to leverage data for customer service performance analysis.

Explore Legacy

The free version known as Explore Legacy offers a comprehensive set of features identical to Explore Professional. It includes enhanced scheduling options, the ability to share dashboards outside of Zendesk, and retains access to all features available up until October 11, 2022.

Features

Zendesk Explore's feature set includes viewer, editor, and admin roles, custom fields, over 500 customization options for reports, and more than 20 visualization types. It also provides an intelligent visualization selector, real-time dashboards, and the capability to test emails before scheduled delivery, catering to a variety of reporting needs.

What is Zendesk Explore?

Zendesk Explore is a reporting and analytics tool included in Zendesk Suite. It provides functionality for scheduling dashboards, sharing reports outside of Zendesk, and customizing data analysis. Explore integrates with Support and Sell plans, enabling a range of features for diverse user roles and data control.

Features of Zendesk Explore

Explore offers advanced features for data management, including hourly data refresh rates, custom fields, and over 500 report customization options. It supports various visualization types and intelligent selection for optimal chart representation. User permissions are finely tuned with granular editor authorizations, and roles such as viewer, editor, and admin are available.

Explore Legacy

The free version of Zendesk Explore, known as Explore Legacy, mirrors the features of Explore Professional. It includes additional scheduling and sharing capabilities but does not access features released after October 11, 2022.

Zendesk Explore vs Salesforce CRM Analytics

CRM Platforms

Zendesk and Salesforce are established CRM platforms with integrated AI tools. Both facilitate customer relationship management but display different strengths tailored to varying business needs.

User Experience

Zendesk offers a superior user experience with a more modern design and simplicity in usage, making it more approachable for small- to medium-sized businesses. Conversely, Salesforce, while offering a comprehensive CRM solution, requires more IT involvement, potentially complicating the user experience for less technical users.

Automation and Reporting

While Zendesk provides basic automation capabilities suitable for immediate CRM application, Salesforce exhibits more advanced automation and robust reporting features, catering to a dynamic range of use cases. Salesforce's extensive suite of cloud products supports its advanced reporting capabilities, surpassing Zendesk's reporting, which has a focus on issue management.

Integration and Customization

Salesforce boasts more native integrations and a broader selection of cloud products, allowing for extensive customization. Although both platforms connect with Zapier for third-party integrations, Zendesk is often favored for its out-of-the-box functionality.

Cost and Value

Zendesk emerges as a slightly better value proposition, especially for organizations looking for cost-effectiveness without compromising on essential CRM features. Salesforce, while more expensive, provides a more comprehensive solution with a higher level of sophistication in automation and analytics.

Frequently Asked Questions

Which CRM offers a better user experience, Zendesk Explore or Salesforce CRM Analytics?

Zendesk Explore offers a better user experience than Salesforce CRM Analytics.

How do the AI tools of Zendesk Explore compare to those of Salesforce CRM Analytics?

Both Zendesk Explore and Salesforce CRM Analytics offer AI tools, but Salesforce has more advanced automation and AI tools.

Which CRM platform is more suitable for small- to medium-sized businesses?

Zendesk Explore is better suited for small- to medium-sized businesses than Salesforce CRM Analytics.

In terms of pricing, how do Zendesk Explore and Salesforce CRM Analytics compare?

Zendesk Explore costs less and is slightly better value than Salesforce CRM Analytics.

Which platform has more robust reporting capabilities?

Salesforce CRM Analytics has more advanced reporting capabilities than Zendesk Explore.

Why Choose Sourcetable Over Zendesk Explore & Salesforce CRM Analytics

Sourcetable offers a powerful alternative to Zendesk Explore and Salesforce CRM Analytics by centralizing data across multiple sources into a single, easy-to-use spreadsheet interface. With this tool, real-time data querying is simplified, making it possible to manipulate data as you would in a traditional spreadsheet.

Unlike its competitors, Sourcetable supports bulk CSV analysis with capacity exceeding 1 million rows, catering to extensive datasets without compromising performance. The platform's no-code approach allows for the creation of dashboards, reports, and charts, enabling seamless data analysis and business intelligence without the need for specialized coding knowledge.

With over 100 connectors, Sourcetable's integrations surpass industry standards, ensuring compatibility with a wide array of business applications and databases. This robust connectivity provides users with comprehensive insights and a unified view of their data landscape.

Automation in Sourcetable is not an afterthought. Users can automate reporting, generate live charts, and craft dashboards with a few clicks. The ability to publish interactive visualizations on web pages and blogs extends the functionality of Sourcetable beyond internal use, offering enhanced collaboration and data sharing capabilities.

Sourcetable ensures high security standards with end-to-end encryption and data backup features, maintaining data integrity and protection. Its commitment to not allowing data overwriting is a testament to its robust data governance and reliability.

The platform's AI Assistant and built-in templates streamline the report creation process, making Sourcetable a comprehensive, no-code business intelligence solution that stands out as a strong contender against Zendesk Explore and Salesforce CRM Analytics.