Freshworks Marketplace

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Bold BI

Build a custom Freshsales dashboard about your sales team’s CRM works to boost productivity.
Published by support(about almost 2 years ago)
Version History
Version 1.0
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OverviewInstallation InstructionsPrivacy & Security
Integrating Bold BI with your Freshsales allows you to build a holistic view of your company’s sales, customer, and business information. Freshsales is one of the best CRM software apps, allowing sales teams to spend more time selling instead of juggling multiple sales tools. Combining KPIs from relevant data sources like Mailchimp and Google Calendar allows you to build integrated Bold BI dashboards to track KPIs about MRR and ARR, lifetime value, qualified leads, and more. The right metrics shared with the correct stakeholders allows you to make proper decisions and give guidance to other teams like marketing and customer success. Freshsales leverages the sales team to generate more leads with lesser manual intervention. A collaborative dashboard for your sales team allows them to discuss each KPI via comments. You can set up dashboards in large-screen displays like TV in your workplace. This motivates your team to track their goals set at a glance and work better. Automatically updating dashboards and scheduled data extraction helps you invest work into building a dashboard once and then get the benefit of a better tracking experience thereafter.

App Details

Categories
Ticketing & AutomationData management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

To connect your Freshsales account to Bold BI and create dashboards, you must have Freshsales API token and the domain URL of your Freshsales instance. 1. Go to https://app.boldbi.com, and begin your 15-day free trial. 2. Choose Freshsales data source from the list of connectors in Bold BI. 3. Enter the Freshsales REST API endpoint and API token. 4. Click connect. Now, you can create dashboards for your Freshsales data. You can also combine KPIs from relevant data sources like Mailchimp and Google Calendar to create integrated dashboards. For more information about how to connect to Freshsales, please see https://help.syncfusion.com/bold-bi/data-connectivity/freshsales

App Details

Categories
Ticketing & AutomationData management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Details

Categories
Ticketing & AutomationData management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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