Build a custom Freshsales dashboard about your sales team’s CRM works to boost productivity.
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.
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