Freshsales Review

Freshsales is a CRM software created and developed by the Freshworks company. It has a highly intuitive user interface and a series of powerful features that include lead scoring based on AI (Artificial Intelligence), visual deal pipeline and intelligent workflow automation. Freshsales offers companies everything they need to manage their sales in one package and is trusted by over 15,000 companies in over 80 countries. Users will surely appreciate the chance to see who opened their emails and who ignored them. As simple as it may seem, this is still the best practice for finding out who is interested in a product.

FRESHSALES – TUTORIAL

This video tutorial will allow us to better understand how this CRM software works:

FRESHSALES – FEATURES

• Email monitoring: find out who opened and clicked on the links in your email, when and how many times. Effectively contact the best potential customers through targeted email actions
• Sales campaigns: say goodbye to the time needed to send follow-up emails to all potential customers in the list. Contact them in seconds by sending personalized bulk emails
• Customize templates: create and save your personalized emails as templates and send them faster
• Useful email metrics: find out which email templates are more successful and which ones to delete using click and open data
• Complete conversation history: find all your telephone and email conversations in the same place. Recall, add notes, schedule activities, make appointments and add anonymous phone numbers as a new lead or contact
• Assign numbers to your team: assign phone numbers to your sales people so you can start contacting potential customers immediately
• In-depth customer information: plan useful and relevant conversations with potential customers by discovering the web pages that interest them and their interactions on your product. Offer your sales team information on all of your customers’ contact history in a chronologically organized view
• Behavior-based segmentation: find out when a contact is interested in your company by segmenting its activities based on the data collected
• Advanced lead score: store leads based on their characteristics and behaviors and order follow-ups by priority, from those that are ready to buy to those that need further contact
• 360 ° customer vision: get all the details about your customers, such as conversations, negotiations (open, won or lost), contact history with your company and the activities and appointments scheduled with them
• Appointments, activities and notes: work with your team to schedule meetings or demos with potential customers
• Visual sales pipeline: get full visibility of your negotiations at every stage. Quickly find out how many negotiations there are in each phase, sort and filter them based on the expected closing date and make informed decisions before taking action and move them to the sales scale
• Keep your negotiations under control wherever you are: access important deals at any time. Use the Freshsales mobile apps to stay up to date on negotiation details before attending a meeting
• Visual sales reports: Monitor sales progress visually and without complex configurations. Get the sales results immediately with elegant charts and graphs