Freshsales OverviewOverview Refreshing business software that your teams will love … while helping...
Transcript of Freshsales OverviewOverview Refreshing business software that your teams will love … while helping...
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FreshsalesOverview
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Refreshing business software that your teams will love
… while helping to deliver moments of “wow!”
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Freshworks Company Overview
SaaS Products12
$250m in Funding
11Offices Globally
150kCustomers
135Countries
in
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19,000+ HAPPY CUSTOMERS AND STILL COUNTING
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Freshsales Awards and Accolades
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Why Choose Freshsales CRM?
Complicated UI/UX
Lengthy implementation
Complex onboarding
Siloed appsSteep integration
costs
Intuitive UI
Instant implementation
No onboarding
Seamlessly integrated apps
Collaboration in context
Other CRMs The Freshsales Advantage
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What is Freshsales CRM?
Freshsales is a cloud-based sales CRM software for teams who don’t want to juggle between multiple tools. It offers everything a salesperson needs—built-in phone and email, lead scoring, customizable reports, event tracking and a visual sales pipeline—in one single platform.
Collaboration in context
Built-in phoneand email
Visual sales pipeline
Two-way email sync
Workflow automation
Lead scoring
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Freshsales
● Lead Management
● Deal Management
● Event Tracking
● Built-in Phone & Email
● Multi-Currency Support
● Reports & Dashboards
● Workflows & Sales Campaigns
● iOS & Android Apps
● Customization & Integrations
● One-Click Data Import
● Multi-Language Support
● Web Forms
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Know your visitors in real timeUse the sales CRM to track your customer’s journey
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WEBSITE & IN-APP TRACKINGTrack your prospects and know how they interact with your website and product. Plan smart, relevant conversations, and use it to configure lead scores to cherry pick the hot leads.
In-app tracking
Website visits
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ACTIVITY TIMELINE
Get a timeline view of each prospect’s activity, so your sales team can pick the right moments and close deals faster.
Timeline view
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WEB FORMS
Take the web leads straight into your CRM. Gain better context of the lead as Freshsales auto-populates website visits, social media profiles and more.
A web sign up,auto converted as
a New lead
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Improve the productivity of sales teamsGet more done with intelligent workflows and sales campaigns
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WORKFLOWS
Automate repetitive tasks, streamline processes and be more productive with intelligent workflows.
Send Emails Create follow-up tasks
Use WebHooks to connect to other apps
Automatically update records
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SALES CAMPAIGNS
Build and track rule based email campaigns to send personalized mails to your prospects. Trigger automated actions based on their behavior.
Send Personalized Email
Add Follow-up
Track emails Get overall and step level metrics
Add Call Reminder
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AI-BASED LEAD SCORING
Rank your leads from hot to cold based on their profile and activity.
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TERRITORY MANAGEMENT
Create territories similar to your organization’s sales structure. Automatically assign the right sales agents to the right customers.
Scope-based access
Auto-lead assignment
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APPOINTMENT, TASKS, FILES AND NOTES
Schedule appointments, make quick notes, share files & collaborate with team on tasks.
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Dive deep into deals, close them fasterManage your sales pipeline effectively
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VISUAL SALES PIPELINE
Monitor progress on open deals in one view with visual sales pipeline. Instantly connect with prospects, directly from the deals dashboard.
Filter & sort
Call or mail instantly
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MULTIPLE DEAL PIPELINES
Create multiple pipelines to separate your sales processes. Create relevant stages and choose your own default pipeline.
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INTEGRATIONSCollaborate all your data inside the CRM with our built-in and third-party integrations.
Upcom
ing
15 Native Integrations | 100+ Marketplace Apps
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MARKETPLACEGet more out of Freshsales by integrating with apps on our Marketplace or build your own custom apps.
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FRESHDESK INTEGRATIONCreate a unified view of the customer for sales and support teams. Check the support tickets from the CRM and have your contacts available in both helpdesk and CRM.
Ticket sync in CRM
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FRESHCHAT INTEGRATION
Chat with website leads directly from the CRM and improve your conversions.
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FRESHCONNECT INTEGRATIONCollaborate with teams across your organization with real-time context and close deals faster.
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How Freshsales works with other products in the Freshworks ecosystem
A prospect visits your website (optimized by Freshmarketer).
The prospect asks a query (Freshchat) and is captured as a lead(Freshsales).
The sales rep nurtures the lead using Sales campaigns (Freshsales).
The lead expresses interest. The sales rep makes a follow-up call (Freshcaller).
Freddy’s deal insights suggest that there is a high chance of sale. The sales rep connects with legal and billing teams (Freshconnect) and closes the deal.
After sale queries are addressed with Freshdesk.
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Demo