Now that we have got you interested in the product, let us dive deeper into the features that set it apart from other CRM software.
Complete Lead Visibility
Freshsales aims to bring you complete visibility, excluding all the noise that is associated with lead capture. After you generate leads from your website, Freshsales lets you group them based on their engagement, assign to the right lead, and actionable information for a follow-up. What this means is that you have a 360-degree customer view of a customer and their touchpoint. Use methods backed by data to score your leads and prioritize follow-up. Manual entry of information is a thing of the past – automatically sync your lead profiles when they are added into the CRM.
The CRM lets you focus your effort on areas that have the best lead-to-customer conversion rate. Also, when you are talking to your lead and are taking notes, Freshsales let you collate all that information. Lastly, their Smartforms capture all the essential information from a lead, and in the CRM, you can auto-enrich with the lead score, social media information, and photo.
Transform Your Sales Pipeline
You can locate each lead in the pipeline, and all these can be filtered. You can also analyze what the deal status is for each lead, and moving them across the pipeline is just a simple drag and drop. If you are on the go, you need a solution that is too – and that is where Freshsales comes in. All the information is available on your mobile device – android and iOS. Generate reports for deals based on product, stage, revenue, and market.
Track Visitors Real-Time
Where are your leads coming in before you put it into your CRM? Which page garners the most visits? How do visitors interact with your product? Segment a lead and learn more about their engagement. After this, you can track their entire timeline and use advanced lead scoring to nurture a lead and close the deal.
Make one-click calls to your leads. You can assign numbers to your sales reps, and personalize welcome and voicemail messages. In addition to all this, you can view the phone activity, call logs, conversation history, and even phone activity reports. In case you run into another team member’s contact, you can transfer calls to them without breaking the connection. Customer satisfaction guaranteed.
Maximize Email Campaigns
Create email campaigns that will target the right audience and communicate the message about your product effectively. Freshsales email system syncs with your email system and creates one flow of information. After you send the mail, you can track the opens and clicks, that helps you plan your communication strategy. It is tricky sending out one email to all customers – personalize your emails with pre-existing templates.
Reports! Reports! It is not enough to do great work; reports help you strategize and hit your targets. You can gain insight into your leads, sales figures, and sales reps. There are a variety of reports you can choose from, and those visual charts provide greater value. Comb through your CRM and pull metrics by source, territory, campaigns, and even identify top performers on your team. Not only can you see revenue analytics, but also sales cycle, sales activity, and trendline reports. Sometimes you forget to generate these reports on time – fear not – you can schedule these reports to run at a specific time.
Make Intelligent Workflows
Automate your workflows so that you can concentrate on the most important thing – running your business. Events will automatically trigger updates to the fields in Freshsales so that you can make changes to your leads. Follow-ups can be scheduled around a customer’s subscription renewal and email them automatically.
As you can see, the line up of features is extensive. Using Freshsales will help you automate your tasks, generate insightful reports, and increase customer satisfaction. Another useful feature with the Freshsales system is the integration into the Freshworks ecosystem. Here is a quick look at all the integration you can make with the app.