Freshsales Overview
Freshsales, developed by Freshworks, is a modern, AI-powered Customer Relationship Management (CRM) software designed to help sales teams organize, sell smarter, and close deals faster. Here’s a detailed look at what Freshsales does and its key features.
What Freshsales Does
Freshsales is a comprehensive CRM solution that unifies sales and marketing teams and tools on a single platform. It leverages AI, multichannel engagement, and automation to streamline the sales process, improve conversions, and achieve sales targets. Here are the primary functions of Freshsales:- Unified Customer Data: Freshsales provides a 360-degree view of contacts throughout their buying journey, surfacing important information and organizing data in one place. This allows sales representatives to personalize their outreach strategies effectively.
- Multichannel Engagement: The platform centralizes communications, enabling sales teams to connect with customers via built-in email, phone, and chat, as well as integrate social media channels like Facebook Messenger and WhatsApp Business.
Key Features and Functionality
Sales Process Simplification
- Lead Management: Freshsales streamlines lead management by capturing, qualifying, routing, and tracking leads with the help of Freddy AI, Freshworks’ generative AI. It also offers real-time pipeline visibility to help teams manage their sales pipeline more effectively.
- Automation: The platform automates repetitive and mundane tasks, such as sending emails, making calls, and sending SMSes, through intelligent workflows. This reduces manual dependency and saves time, allowing teams to focus on more critical tasks.
Productivity and Collaboration
- Task and Activity Management: Users can create tasks, reminders, and appointments, and get an overview of upcoming activities on the activity dashboard. This helps in avoiding missed opportunities and staying organized.
- Collaboration Tools: Freshsales integrates with Slack for real-time collaboration, enabling team members to participate in deal-related discussions and close deals more efficiently.
Analytics and Reporting
- Advanced Analytics: Freshsales offers strong analytics and reporting functionalities, providing insights on sales-ready buying signals and behaviors. It shows prospects’ engagement levels, context, and online behavior, helping sales teams to make relevant and timely interactions.
- Performance Reporting: The platform includes advanced reporting features, such as funnel reporting, performance reporting, and a reports dashboard, to help teams analyze their sales performance and make informed decisions.
Customization and Integration
- Custom Fields and Modules: Users can create custom fields and modules to capture additional information unique to their business processes. This includes text fields, date pickers, checklists, and formula fields.
- Integrations: Freshsales integrates with over 100 apps, including Mailchimp and Docusign, available in the Freshworks Marketplace. Users can also leverage APIs to build custom integrations.
AI-Powered Assistance
- Freddy AI: Freshsales is powered by Freddy AI, which provides insights to help teams identify the most promising leads, close more deals, and build lasting customer relationships. Freddy AI also assists in writing emails and offers deal recommendations.
Multicurrency and Multilingual Support
- Currency and Language Support: The platform supports multiple currencies and languages, allowing businesses to manage transactions in their local currency and customize the CRM to their preferred language.