Freshsales

What are the features of Freshsales?

One of the main benefits of this Freshworks’ solution is the many different features it comes with. Let’s take a look at them in further detail…

Seamless Integrations

This platform will clearly support any of your Freshworks tickets, with all of the relevant rep conversations and details presented in a list. Because of this integration, this powerful tool has the ability to understand how people feel about your product, which leads to accurate forecasts regarding eventual purchases and renewals.

Lead Management

Freshworks claims that it offers lead management “minus the clutter” and that is definitely the case. There are a number of great features that enable you to capture your site visitors as sales leads and then you can group them based on a number of factors relating to their engagement with your website. You can then assign them to the correct salespeople from your business, ensuring they are reached with the right messages and communication. Some of the key features here include smartforms (web-to-lead), auto lead assignment, territories, auto profile enrichment, lead scoring, and a 360-degree customer view.

Sales Management

First and foremost, Freshsales is a sales CRM. It provides complete visibility on all stages of the sales process. Therefore, as you move across the sales journey, the product is going to make it a lot easier for you to sort and filter close dates, as well as making sudden changes for all actions and distinguishing best sellers. This is where you will find the drag-and-drop navigation of Freshsales so useful. It makes it incredibly easy to make customizations. In addition to this, you will also be able to use a tracking feature for deals on-the-go and those from smartphones, as well as fixing personalized meetings with collaborators and customers, and finding locations too. Some of the key features of the sales CRM of this Freshworks product include: track deals on the go, action-oriented follow-ups, simple drag-and-drop navigation, deal status at a glance, visual sales pipeline, deal age, and multiple sales pipeline.

Call Logs

You also have the ability to make quick yet high-quality calls from Freshsales. The “one click to call” solution comes with no extra hardware or software costs. It simply takes one click to place a call from inside Freshsales. You will also benefit from entire conversational history, you can assign numbers to your team, calls are automatically logged, you can personalize voicemail and welcome messages too, phone activity reports, call transfer, and phone activity reports.

Email Management

You can also expect exceptional email management with this Freshsales solution. You can create emails that truly matter. Don’t end up in the trash! As you have probably come to expect with Freshworks, there are lots of great features within email management too. You can use insightful email metrics, as well as making the most of email tracking so that you get real-time notifications regarding when an email is opened and clicks. There is also a two-way email sync feature, which enables you to send emails from either your email client or Freshsales.

Intelligent Workflows

Rather than spending time on mundane activities, Freshworks enable you to get more done in less time by enabling you to work more intelligently. You can use events as triggers so that fields are updated automatically in Freshworks. You can also make changes to contact profiles and leads in real time. Plus, you can send emails automatically, set follow-up tasks, and connect to other apps.

Freshsales Mobile App

If that was not enough, you can also close deals no matter where in the world you are thanks to the Freshsales Mobile App. If you are away from your desk, whether you are at home or you are in another country, you can use your smartphone to make sure you never miss a lead. You can get a 360-degree view of all of your accounts, deals, contacts, and leads from your smartphone, so that you do not need to stop selling just because you are no longer at your desk. You can also use the calendar feature to plan your day from your smartphone, add appointments, tasks, and notes, as well as adding notes, log calls, and stay connected with push notifications.

Analytics and Reporting

Finally, another key feature of this Freshworks offering is its analytics and reporting tools. There is a suite of default reports for you to make the most of, ranging from email reports to territory reports. Not only this, but you have the ability to build custom reports for every opportunity, deal, or contact. Other features include advanced lead scoring, activity timeline, behavior-based segmentation, and website and in-app tracking.