Freshsales est une solution CRM unique conçue pour les équipes commerciales à forte croissance et à haute vélocité. Le logiciel comprend une fonction de téléphonie et une messagerie intégrées, permet le suivi du comportement de l'utilisateur et le lead scoring sur une plateforme unique. Les utilisateurs peuvent suivre les événements et gérer un pipeline de vente visuel, ainsi que consulter des rapports et des analyses personnalisés.
Les fonctionnalités de suivi des e-mails permettent aux utilisateurs de savoir quand et combien de fois un e-mail a été ouvert ou si un lien a été cliqué. Les utilisateurs peuvent interagir efficacement avec les prospects en ciblant le prochain ensemble d'actions par e-mail et créer des campagnes de vente personnalisées à partir de modèles d'e-mail. Des statistiques pertinentes sur les e-mails indiquent aux utilisateurs quels e-mails sont performants et lesquels ne le sont pas. La fonctionnalité de Réponse en attente répertorie automatiquement les contacts qui attendent une réponse.
Freshsales permet d'effectuer des appels directs en un simple clic sur le numéro de téléphone d'un contact. La solution enregistre l'intégralité de l'historique des conversations, y compris les conversations par e-mail, et ce, à un emplacement unique. Les utilisateurs peuvent ajouter des notes, planifier des tâches et fixer des rendez-vous. Freshsales offre également des messages d'accueil et de messagerie vocale personnalisés pour accueillir les clients.
Les informations approfondies sur les prospects permettent aux utilisateurs de programmer des conversations pertinentes et de suivre les points de contact en utilisant le calendrier des activités. FreshSales recueille des données et segmente les activités en fonction du comportement d'un contact. Les utilisateurs peuvent obtenir une perspective générale sur les leads grâce à la fonction de lead scoring avancée et donner la priorité aux suivis de plus grande importance.
Le pipeline de ventes visuelles offre une visibilité complète des transactions au fil des différentes étapes. Les utilisateurs ont la possibilité de trier et filtrer les transactions par dates de clôture, ce qui les aide à prendre des décisions plus éclairées pour grimper sur l'échelle des ventes. L'outil de navigation par glisser-déposer de Freshsales permet aux utilisateurs de déplacer les transactions dans le pipeline des ventes vers n'importe quelle étape. Les utilisateurs peuvent passer des appels ou envoyer des e-mails directement depuis le tableau de bord des transactions pour un flux de travail sans interruption.
Les rapports des ventes visuels et l'analyse des revenus permettent de contrôler la progression des ventes et d'identifier les campagnes réussies par source, représentant commercial, territoire et plus encore. Les applications mobiles FreshSales pour iOS et Android permettent aux utilisateurs d'accéder aux transactions lorsqu'ils sont en déplacement et de rester informés sur les prospects à tout moment.
All-in-All it's a great software to use. I conclude with the fact that freshsales is ever changing and in my 6 months of usage I have seen anticipated improvements appear right before my eyes. It's perfect for users who are looking for a cost effective and flexible solution to customer relations. The kinks in its usage can be ironed out through support and further improvement of the software itself. It's a great CRM!
The BEST part about Freshale's is the endless capability for customizations and integrations. This allows users to create systems of follow up with multiple points of contact to the client. The new future to manage duplicates was a great addition. I also love the capability to attach documents to client files, really comes in handy.
The system is relatively easy to understand however when it comes to usage I find it's very clunky. I can see how the open set up and free customization may overwhelm even experienced users. I would even say that, the coders and web designers at freshsales had more of an influence on this product then the relation management professionals. It sort of like a "Droid" cell phone. The technology in the phone is superior and far more advanced, yet users are not acclimated to the application of it. I would like to make two suggestions to address such.
First, I'd like to point out that even though I'm bring this up in the 'con' section, I have NEVER had a problem with Freshsales support team. When in reference to the wieldiness of the software I think that Freshsales could benefit from a hand on approach and a thorough process in training the users. You see if the users understood Freshsales as much as you folks do I'm certain the above 'con' would be null.
Second, in relation to the same 'con' described above I believe this can be solved more directly. What I mean by that is creating an internal prioritization based on recent actions, recent stage changes, number of exchanges, lengths of conversation and what ever variables you guys think that can measure and use as info to prioritize leads. Then possibly a dashboard view, displaying these prioritized leads as well as up coming tasks and appointments, metrics on call volume and possible targets or goals.
FreshSales has helped me in -
1. Delegating tasks to the team
2. Tracking of team activity / performance
3. Increase accuracy of sales forecast
4. Identifying neglected contacts in the database
Comprehensive CRM tool which blends in with your e-mail box. Primary advantage is that it screens and displays e-mails only from the contacts listed in the CRM (no need to browse through internal / vendor communication, while searching for any e-mail). Further, it categorizes conversations corresponding to a particular person (contact), company or any deal. Also, including complete record of calls, e-mails, chat and other communication to one customer by various people in the organization
The ease of task delegation / collaboration with others in the team is a cakewalk with FreshSales. Another benefit is task, appointment reminders across time zones. In addition to this, it can also tag the location for the meeting accurately on google maps / Uber app.
Tracking of e-mails - it not only tracks if the e-mail is opened but records the number of times it has been opened with the respective time-stamp. One more highlight is the bulk e-mailing to the complete database at a single click. Importantly, the e-mails are recorded as individual emails to parties in your e-mail box with a metric analysis of opens, bounces, clicks of the shared hyperlink.
Second aspect to the CRM tool is the managerial feature of generating reports. It displays reports for all team members with respective sales activities, follow-ups, action items against every deal.
Access of complete database via the mobile App! This enables quick review and follow-up drastically reducing response time to customers.
A limitation observed is that the software takes longer time to load in case of heavily loaded database.
To convince my companies boss to go with and acquire Freshsales was very easy. The daily joy and enthusiasm working with this programme showed in givng great results in a very short time. Upload data, create a mailing template, select clients, press the bulk e-mail button and wait. Shortly you can see who received and opened your mail and also if they clicked any links in e-mail provided. A perfect indicator to catch your clients just when they are also online viewing your information to follow up, if that's a strategy you desire. We are working less aggressively, so knowing that the e-mail was opened is enought to e.g. follow up with a second mail or whatever you have automated your workflow with. The opt-out option for mail receivers automatcally renders that client as unqualified and will not be disturbed by mistake anymore. Finally, I just like to say that I only use about 10% of Freshsales potential and get the desired results. Remember, keep it simple. I am really looking forward to optimize certain features and procedures in the future. And I know I can count on customer support again to guide me. Step by step. I try not to overload them, because I myself with a customer support background understand the work they do and they do a great job.
There is so much in Freshsales that it is impossible to list all the pro's. But only a few functions are needed to get started. Appart from easy accesible menus, logic selectable filters, customizable deal overviews, pipelines and workflow automatization, all you need to do is upload your client data from e.g. an Excel file and you are basically ready to roll. At every step getting to know Freshsales I was able to contact Customer Support via chat and was guided non-stop during my 30 day trial. You can even book sveral one on one remote sessions to have all your questions answered and shown on screen. The knowledge database also is very well organized with videos and FAQ's.
There is nothing bad I can say regards Freshsales. It's true, that there is a lot to take in. To get everything out of all the available features, there is a steep learning curve that leans towards a small portion of CRM administrational work. But if you wanna keep it simple, it lets you do that. Only if you start to work with more data, more clients, more workflows can it become a bit overbearing. But that's with every other CRM also.
Using both Freshdesk and Freshsales to manage our relationships with users and the business opportunities that may arise is the most efficient way to improve our sales effectiveness.
We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline.
By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users.
Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format.
The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system.
As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed.
Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.
Some automatic reminders are missing. You can’t set specific alarms to be notified when a customer doesn’t get back to you or similar.
We are too big for no CRM, but not big enough to implement the HubSpot and Salesforce CRMs of the world. We tried those systems thinking we needed the features and analytics, but the spend and maintenance for those systems are too high. Freshsales, Freshchat, Freshmarketer, and Freshdesk make a seriously well priced and powerful system full of the features we need to produce the right results: a good relationship with customers.
Freshworks' customer support is spot on. It seems no matter when I need help, they are less than a few minutes away from a solution. Freshchat is king! We've even deployed the same support structure on our website (Freshchat) and lead conversion has gone way up. It's nice to see a company have a product good enough to use themselves. I also like being able to achieve the same results for my customers as Freshworks has produced for me without major customizations.
I was able to easily onboard to this system from HubSpot and Salesforce. The features in this system just work. You expect something to operate in a certain way, and it just does. Mail and calendar integration is super easy and really responsive (I used both Office 365 and Google Integrations). I love email templates and sales campaigns, they make working with leads and customers so easy and are not tucked away in a corner.
The UX is much better than other systems, which means my salespeople are more likely to use the CRM, which is a common problem among salespeople and CRM systems.
Freshsales is right-sized for us. It lacks some of the major enterprise features of bigger CRMs; but you also don't have too many features right in the way.
I'm not a huge fan of the field paging UI on leads, deals, accounts, and contacts. I get that it makes it so you can add as many fields as you want, but it's hard to navigate and organize my screen just the way I like it. I resorted to using the Edit screen though, even when I'm not necessarily editing and that works well enough. Definitely not a big deal compare to all the other awesome features.
Voici quelques-unes des questions fréquentes sur Freshsales.
Types de licences disponibles pour Freshsales :
À partir de: $12/mois
Type de licence: Gratuit, Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Freshsales.
Utilisateurs habituels du logiciel Freshsales :
Auto-entrepreneurs, Entreprises de taille moyenne, Non Profit, Administration publique, PME
Langues dans lesquelles Freshsales est disponible :
Types de licences disponibles pour Freshsales:
Appareils pris en charge par Freshsales :
Android, iPhone, iPad
Applications s'intégrant à Freshsales :
Freshchat, Freshdesk, Growlabs, LeadsBridge, Mailchimp, PieSync, Toky, Workato, Wrike, hubsell
Ressources d'aide disponibles pour Freshsales :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo