your sales force needs a better crm - logicom …...your sales force needs a better crm product...
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Your sales force needs a better CRMProduct Overview - Aug 2018
Businesses are still stuck doing CRM the old way
CRM + 4 other tools need to bemastered, managed and synced!
CRM acts as data-dump with no intelligence
CRM implementations becomecomplex and laborious
Very little or no insights about customer journey
Sales reps waste time on manual data entries Difficult to identify important prospects
Freshsales is a sales CRM 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.
What is Freshsales
Why Freshsales
Have relevant conversations
Built-in phoneand email
Manage salespipeline better
Get smarter with email
Find the best sales leads
Automate actionsusing workflows
Key Features
● Leads
● Deals
● Event Tracking
● Phone
● Reports
● Workflows & Sales Campaigns
● Mobile
● Customization & Integrations
● Data Import
● Multi-Language Support
● Security
Manage leads minus the clutterIdentify and track promising leads to closure
360° VIEWAccess customers’ social profiles and identify customer touchpoints from a single screen. Never miss on email and phone conversations, related deals, notes, tasks, appointments, and files.
Auto profile enrichment
Related conversations
AI-BASED LEAD SCORING
Rank your leads from hot to cold based on their profile and activity.
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
APPOINTMENT, TASKS, FILES AND NOTES
Schedule appointments, make quick notes , share files & collaborate with team on tasks.
Dive deep into deals, close them fasterManage your sales pipeline effectively
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
MULTIPLE DEAL PIPELINES
Create multiple pipelines to separate your sales processes. Create relevant stages and choose your own default pipeline.
Know your visitors in real timeUse the sales CRM to track your customer’s journey
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
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
SMARTFORMS
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
Make quick calls from the CRMMake and receive calls, minus the data entry
ONE CLICK TO CALL
No extra software/hardware costs. Just place calls with one click from inside Freshsales using the built-in phone.
PERSONALIZED MESSAGES
Personalize all your voice and welcome messages. Record your message instantly, upload an existing audio file or convert text to speech.
AUTOMATIC CALL LOGGING
Freshsales can automatically log all incoming and outgoing calls.
PHONE ACTIVITY REPORTSFind out how many outgoing calls have been made by each sales rep across a specific time period.
Don’t just manage emails, maximize themSend, manage and track your emails from your sales CRM
2-WAY EMAIL SYNCSend or receive emails from either Freshsales or your email client, and find the email in the Sent or Inbox folder of both apps.
EMAIL TRACKING
Get real-time notifications on email opens and clicks, and plan your next course of action.
BULK EMAILS
Send bulk email to prospects using personalized templates. Use the email metrics to determine the effectiveness of your campaigns.
TEAM INBOX
A team inbox lets your sales reps identify each other’s unanswered emails, get context into conversations, and follow up right away.
EMAIL SIGNING (DKIM)
Digitally sign emails from the CRM with your domain name(s) and build your brand identity with all customer communication.
Improve the productivity of sales teamsGet more done with intelligent workflows and sales campaigns
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
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
Analyze and forecast your sales with in-depth reports
Create your own reports instantly and know how your team performs
CUSTOMIZE REPORTSUse standard reports or create custom reports to pull out any data from the CRM. You can also schedule and export reports and share it quickly across your teams
Custom reports
Schedule & Export
TRENDLINE REPORTS
Evaluate sales by time. Create reports to identify lead/deal trends over weekly, monthly, quarterly and yearly time periods.
Last week’s leads:Grouped on daily basis
SALES CYCLE AND VELOCITY REPORTS
Find out how long your team is taking to close opportunities. Identify the stages where your reps spend most of their time in the sales cycle.
Sales cycle Sales velocity
DASHBOARDSView multiple reports in a single screen with live customizable reports dashboard. Follow the status of your sales at anytime through schedule and export options
Customize and extend your CRMTailor your CRM to suit your business better. Integrate your favorite apps with Freshsales.
CUSTOMIZATION
Customize Freshsales according to your business needs. Enjoy the flexibility to determine how you want to structure and access data in CRM.
Groups
Sub-group
Properties
INTEGRATIONSCollaborate all your data inside the CRM with our built-in and third-party integrations.
Upcoming Integrations
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
FRESHCHAT INTEGRATION
Chat with website leads directly from the CRM and improve your conversions.
FRESHCONNECT INTEGRATIONCollaborate with teams across your organization with real-time context and close deals faster.
Move your data quickly into FreshsalesHassle free migration from other CRMs
DATA MIGRATION
Leaner and faster one-click data import. Do away with the complexities of migrating to a new CRM.
Mobile CRMMake more sales on the go
MOBILE APPGet a 360° view of your customer on the go with Freshsales Android and iOS apps.
Stay up-to-date on your mobile Push notifications
MOBILE APP
Plan your day, from your smartphone.
Add notes, tasks and appointmentsGoogle calendar, maps & uber integration
Freshsales speaks multiple languagesYour CRM in your language.
MULTI - LANGUAGE SUPPORT
CHINESE (traditional) | DUTCH | ENGLISH | FRENCH | GERMAN | ITALIAN | POLISH | PORTUGUESE |
RUSSIAN | SPANISH | SUOMALAINEN | JAPANESE | KOREAN | NORSK | SVENSKA | TURK | VIETNAMESE
Freshsales now speaks a total of 17 languages to support our global customer base.
Data SecurityYour customer data is critical. We protect it.
DATA SECURITY
● Data Center: Freshworks data center for Freshsales is hosted in the US (North America). Data centers are hosted on AWS (ISO 27001, SSAE16 and HIPAA compliant)
● Privacy Practices: Freshworks privacy practices are TRUSTe certified
● GDPR Compliance: Freshworks is fully committed to GDPR compliance. Freshsales has built several GDPR specific features and enhancements.
● Other Compliances in Progress: We are working towards SSAE-16 attestation and a SOC II report will be available shortly
For more details: https://www.freshworks.com/security/
13000+ HAPPY CUSTOMERS AND STILL COUNTING
“Pipedrive had limited capabilities; we weren’t able to easily track our customer journey
end-to-end and spot our best leads. With Freshsales, the interface is straightforward, we get
deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one
hassle-free package.”
Antonio Palanca
CEO & Co-founder, HiveXchange
Industry: Online Marketplace | Location: Australia
One hassle-free package.
Pipedrive
“Salesforce was frustrating to use for my small business. A lot of time was wasted in logging sales
activities manually in the CRM. Freshsales came with several automations which made it easy to
manage customer relationships and pipeline. The built-in phone, email and Segment integration
are my favorite features. Freshsales is truly a pleasure to use.”
Patrick Barnes
Co-founder and CEO, Advocately
Industry: SaaS | Location: USA
Automations save time.
Salesforce
“Insightly seemed like a basic contact management system, and didn’t offer much to improve our
sales practice. After a while, we practically used it as nothing more than a database. We didn’t
really know all the features we needed until we discovered Freshsales. So many new and
beneficial features— like email tracking and lead scoring (which was entirely new and
fascinating).”
Allison Sanka
Director of Marketing Operations, PG Marketing
Industry: Marketing & Advertising | Location: USA
Power packed features.
Insightly
PLANS AND PRICING
Available across all plans:
● 24x5 email and phone support
