Of all the CRM solutions released in the last decade, none has acclaimed success as much as Freshsales. This CRM software(cloud-based salesforce automation software) has seen a huge spike in popularity across various sub-sections of sales operations facilitating growth and simplicity in work.
Freshsales CRM offers a simple and lightweight option for small and medium-sized businesses that are seeking a quick start in their operations. Freshsales also offers sensible pricing tiers in addition to personalization options, and an AI assistant making it more appealing than ever.
Here, moving forward in this freshsales review we will discuss what it offers, how it works, its pricing, and what makes it so appealing to customers worldwide.
Introduction to Freshsales|Sales Automation Tool|
Freshsales is a part of the broader Freshworks network of solutions. It includes a variety of tools for managing sales, marketing campaigns, call centers, IT operations, etc.
Freshsales in particular is designed to boost revenue with context-driven sales. It substantially reduces the sales cycle and personalizes the engagement for business growth. It is a perfect software for new businesses looking to get into customer relationship management for the first time.
As it offers a free version it allows them to assess their operational capabilities pretty well. It is also a massive convenience that Freshsales’ free version lets businesses operate with unlimited users! So even for starters, they can work without holding the entire team back!
Freshsales: What does it offer?
Freshsales(sales automation tool) boasts a CRM that can be adjusted to an individual’s business operations. One of its several competencies lies in business personalization.
Custom Sales Activities
Freshsales facilitates custom sales activities, i.e., it lets individuals create and track sales activities that are exclusive to the business. It allows users to keep tabs on engagements, meetings, and much more. This CRM software enables users to plan and create a seamless sales pipeline.
They can set up the communication channels from where the back and forth can happen; such as emails, phone calls, texts, meetings, etc., and work with it. It even allows users to link the activities to contacts, synchronize appointments or activities to the organization calendar, and track individual agents’ performance. The AI-embedded system of Freshsales also predicts meeting outcomes based on previous interactions.
Optimization of Sales Activities
Freshsales also lets its users optimize sales activities through various means. One of them is through tailoring the sales activities based on the company’s sales process.
For instance, users can include and track sales-centric activities like events, training attendance, offline meetings, and much more as per one’s sales processes.
Check for the activities that bring in more customer interaction, so that organizations can improve their sales process all the time for desirable performance.
AI-Engine For Performance
Freshsales has an in-built AI engine that helps sales teams to work smarter and bolder. Freshsales internal AI module is called Freddy AI, it is designed to help in accomplishing key sales tasks efficiently.
It has an in-built intelligent calendar that offers suggestions based on the company’s CRM data to set up a timeline for oncoming sales activities. Stay in the know of prospects who are not available with out-of-office detection and much more critical information like these.
Identification and Replication of Successful Key Sales Activities
Users can create reports to track sales activity and read up on its performance. If an organization’s sales process involves custom activities, users can use such reports to see how they are giving results for further optimization.
It is a really helpful sales automation tool for managers and admins to access analytics such as these to get a holistic view of the operations.
Tracking Activities From Anywhere At anytime
Freshsales CRM comes with a mobile application that instantly records all the sales activities done from a computer system, and makes it accessible on both Android and iOs devices. Users can even use the check-in feature while working on far-flung locations to provide updates easily, and the in-built map feature helps with confirmation.
The app works as a handy reminder for events, emails, upcoming meetings, or tasks. Lastly, it also lets users log calls and annotations to their meetings too. All in all the app works completely in tandem with and in absence of the PC version of the software as well.
Setting Up Workflows
Organizations with very specific sales goals can use Freshsales for the best implementation. As it lets admins create a series of steps that have to be taken to complete a sales process. A proverbial pipeline that will allow organizers to arrange tasks whenever a new lead registers, add subsequent follow-up activities for the emails sent, and much more.
In addition to that, it also helps in planning tasks in advance. Managers and agents can check for scheduled and overdue activities in the sales pipeline viewer. Users can even set up task notifications on mobile applications and desktop software and get reminders sent directly to the inbox.
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Should you use Freshsales for managing your CRM operations?
Given the features that we have discussed above, it should come off as no surprise that Freshsales comes highly recommended for CRM. The software covers basic grounds for a good chunk of customer relationship management activities in its free version alone.
It is typically designed to target small to medium-sized businesses, and priced according to that as well. But it’s also designed to be scalable for large-scale operations too. The scope of mobility in Freshsales is definitely high.
Pros and Cons of Freshsales CRM|Freshsales Review|
Freshsales, like every other software, has its fair share of strengths and shortcomings.
Pros:
- The free version lets you add an unlimited number of employees.
- Extensive customization options
- Freddy AI works as a proactive assistant.
- Extreme simplification of CRM processes even for novices.
- Various integrations to boost functionality.
Cons:
- The free plan does not offer any reports.
- Selecting the best plan can become a time-consuming process.
- Integrations despite being high-quality are limited when compared to their market contemporaries.
- Sometimes the email templates freeze.
Pricing of Freshsales
This cloud-based salesforce automation software currently has 4 pricing plans, they are:
- Freshsales Free: 0$ per month per user (free forever)
- Growth: 15$ per month per user (for small and fast-growing teams)
- Pro: 39$ per month per user (best for large teams)
- Enterprise: 69$ per month per user (created for enterprise usage)
Each plan adds more features and is customized as per the requirements for the teams it is built for!
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Conclusion |Freshsales Review|
Freshsales has a unique interface that completely removes the learning curve. Managers, admins, and even agents can learn it easily, to operate and manage it in a very short time. Freshworks (i.e. The main developing team behind Freshsales) also adds and updates new features regularly, so if you want anything added, you can simply contact them and they will take care of it.
One of the key reasons why Freshsales is popular is because of its total centralization of operation. The software allows users to streamline operations through various means and direct them to a path of favorable outcomes. Minute details such as the integration of live chat and Facebook messenger helps agents not miss a single lead.
Finally, the AI engine! Freshsales’ “Freddy AI system” does more than just basic prediction and automation. It successfully integrates with sales tasks and uses it to surmise contact scoring. Helps managers and admins reassess their sales operations through detailed sales reporting.
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