FRESHSALES (REVIEW): MAXIMIZING BUSINESS SALES & PROFIT POTENTIAL WITH A.I. POWERED CRM
- INTRODUCTION
- FEATURES
- WORKING
- PRICING PLANS & BENEFITS
- PROS & CONS
- CUSTOMER REVIEWS
- CONCLUSION
KEY FEATURES OF FRESHDESK
Freshsales is an A.I. powered CRM software that helps businesses manage their sales and customer work relationship. It offers a range of features that enable sales teams to close more deals faster and efficiently. Some of the key features of Freshsales are:
1. Lead management: Freshsales CRM allows users to capture leads from various sources, such as web forms, emails, phone calls, and chat. Users can also import leads from external sources, such as social media, events, and referrals. Freshsales helps users to qualify and assign leads to the right sales reps, and track their progress through the sales pipeline.
2. Contact management: Freshsales CRM provides a 360-degree view of each contact, including their profile, communication history, activities, notes, and deals. Users can also segment contacts based on various criteria, such as location, industry, revenue, and behavior. Freshsales also integrates with third-party tools, such as Gmail, Outlook, and LinkedIn, to sync contacts and enrich their data.
3. Deal management: Freshsales enables users to create and manage deals across different stages of the sales cycle. Users can customize their sales pipeline, add tasks and reminders, attach documents and notes, and update deal status. Freshsales also provides insights into the performance of each deal, such as the win probability, expected revenue, and estimated close date.
4. Email management: Freshsales allows users to send and receive emails from within the CRM system. Users can also create personalized email templates, schedule email campaigns, and track email opens, clicks, and replies. Freshsales also supports email integration with Gmail and Outlook, so users can access their email conversations from any device.
5. Phone management: Freshsales offers a built-in phone system that lets users make and receive calls from within the CRM system. Users can also record calls, add notes, schedule follow-ups, and log call details. Freshsales also supports phone integration with popular VoIP providers, such as Twilio and RingCentral.
6. Reporting and analytics: Freshsales provides various reports and dashboards that help users measure and improve their sales performance. Users can create custom reports based on different metrics, such as sales activity, revenue, conversion rate, and sales cycle length. Users can also visualize their data using charts, graphs, and tables.
7. Automation and workflows: Freshsales helps users automate repetitive tasks and streamline their workflows. Users can create rules and triggers that automatically perform actions based on certain conditions, such as sending emails, updating fields, creating tasks, and moving deals. Freshsales also supports workflow integration with other apps, such as Zapier and Webhooks.
8. Collaboration and communication: Freshsales facilitates collaboration and communication among sales teams and other stakeholders. Users can share notes, files, feedback, and ideas using the in-app chat feature. Users can also create groups and channels to discuss specific topics or projects. Freshsales also integrates with Slack for instant messaging.
9. Mobile app: Freshsales offers a mobile app that lets users access their CRM data anytime, anywhere. The mobile app supports offline mode, so users can work even without an internet connection. The mobile app also supports features such as scanning business cards, adding voice notes, getting directions to meetings, and receiving push notifications.
WORKING OF FRESHSALES CRM
Freshsales is a customer relationship management software, that is being used to manage business sales pipeline effectively. Here are some steps on how to use Freshsales CRM effectively:
1. Signup for a new Freshsales account with your email id and customize your account settings by choosing the type of trial between free 'or' premium trials & the type of industry for which you are going to use Freshsales for. Then you will be asked to connect your Google apps like Gmail, google calender, google contacts to the CRM (if you signed up on Freshsales using google mail id).
2. Import multiple contacts and leads by clicking "Import Contacts" button (in "Contacts" section) from various sources such as CSV file, google/outlook (contacts), salesforce, pipedrive, hubspot etc. You can also import contacts using the web-to-lead form to capture leads from your website. You can also manually add contacts/leads using the "Add Contact" button in the "Contacts" section.
3. Organize your contacts and leads into segments based on criteria like industry, location, stage, and score. You can use filters, tags, and custom fields to create segments that suit your needs. You can also use "Bulk actions" button for bulk tasks like bulk edit, sending bulk emails & sms etc. You can also assign owners and collaborators to each contact and lead. Another term called "Score" in "Contacts" section is actually the Lead Score, that signifies the probability of converting the lead into a permanent customer. Lead score quality may also involve other attributes such as location of the customer, past behaviour of the lead w.r.t. the product (if any), probable deal revenue etc.
4. Engage with your contacts and leads using email, phone, chat &/'or' social media options as offered by Freshsales CRM (as in fig. above). You can use the email templates, sales sequences, and campaigns to send personalized and automated messages. You can also use the built-in phone system to make and receive calls, record conversations, and log notes. You can also chat with your website visitors using the Freshchat widget. You can also connect your social media accounts to monitor and respond to mentions and messages.
5. Track your sales activities and performance using the dashboard, reports, and analytics. You can use the dashboard to get an overview of your sales pipeline, activities, tasks, appointments, and goals. You can also use the reports to measure metrics like revenue, conversion rate, deal velocity, and more. You can also use the analytics to get insights into your sales behavior, trends, and patterns.
6. Manage your deals and move them through the stages of your sales process. You can use the drag-and-drop interface to update the status of your deals. You can also use the deal cards to view important information like value, owner, stage, probability, and next action. You can also use the deal timeline to see the history of interactions and activities for each deal.
7. Collaborate with your team members and share information using notes, comments, tasks, appointments, and files. You can also use tasks to create and assign action items for yourself or others. You can also use appointments to schedule meetings with your contacts and sync them with your calendar. You can also use files to upload and attach documents to your contacts and deals.
8. You can also use various marketplace app integrations with Freshsales, as per your requirement.
FRESHSALES PRICING & BENEFITS
1. FREE
Free Plan costs $0 upto 3 users for lifetime. It includes features such as:
- Kanban View for Contacts, Accounts, and Deals
- Contact Lifecycle Stages
- Built-in Chat, Email, & Phone
- Email Templates
- Custom Fields
- Sales Dashboard
- Mobile App
- 24x5 Support
2. GROWTH
Growth Plan costs $15/user/mo paid annually 'or' $18/user/mo paid month-by-month. It includes features such as:
- Everything in Free, plus
- AI-powered Contact Scoring
- Sales Sequences
- Workflows
- Custom Sales Activities
- Product Catalog
- 1 CPQ License
3. PRO
Pro Plan charges $39/user/mo paid annually 'or' $47/user/mo paid monthly. It includes features such as:
- Everything in Growth, plus
- Multiple Sales Pipelines
- Time-based Workflows
- Auto-assignment Rules for Contacts, Accounts, Deals
- Sales Teams & Territory Management
- AI-powered Deal Insights & Next Best Action
4. ENTERPRISE
- Everything in Pro, plus
- Custom Modules
- AI-based Forecasting Insights
- Audit Logs
- Field-level Permissions
- Dedicated Account Manager
- Sandbox
FRESHSALES PROS & CONS
Pros:
- Freshsales offers free as well as affordable paid plans.
- Freshsales is A.I. powered that means most tasks & work will be done automatically, that reduces most of the workload among the user.
- Freshsales has a user-friendly interface that is easy to navigate and customize. You can create custom fields, workflows, and reports to suit your business needs.
- It integrates with various third-party applications such as Google Workspace, Mailchimp, Zapier, Slack, and more. You can also use the Freshsales API to connect with other tools and platforms.
- It provides a 360-degree view of your customers and prospects. You can see their contact details, communication history, social media profiles, website activity, and more. You can also segment your contacts based on various criteria and assign them to different sales teams.
- It has a built-in phone and email system that allows you to make calls and send emails from within the software. You can also track the performance of your email campaigns and follow up with your leads based on their behavior.
- It has a robust reporting and analytics feature that helps you measure and improve your sales performance. You can generate various reports such as sales funnel, revenue forecast, sales activity, team performance, and more. You can also create custom dashboards and share them with your team members.
Cons:
- Fewer integrations than competitors.
- Newbies may struggle to learn advanced areas of Freshsales, following the principles of learning curve.
MADE & WRITTEN WITH ❤️ BY:
WFEED & WITFEED
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