In the Loop
Issue 41 | March-2024
Virtual Partner Kickoff 2024
Speaking on the occasion would be our brilliant partner organization leaders whose dedication and expertise have been instrumental in shaping the success of our collaborative endeavors.
Partner Spotlight - Master Concept
Pricing changes for Freshsales and Freshsales Suite
We are LIVE with the new pricing structure for Freshsales and Freshsales Suite, for all new sign-ups starting 04 March 2024. Our revamped pricing plans and features aim to offer more flexibility for our customers to choose the plan that best suits their needs. This strategic move positions our CRM in a stronger stance, delivering exceptional value, setting us apart from the competition, and presenting a clear upgrade path as they grow.
Here’s a snapshot of what’s changed:
Growth plan now starts at $9/user/month, billed annually.
Pro plan list price is increasing only for INR; the updated price is ₹3,239/user/month, billed annually.
Enterprise plan now starts at $59/user/month, billed annually.
We offer 500 Marketing Contacts for all paid plans for Freshsales Suite.
Note: Changes are also applicable for the Freshsales add-on and Freshdesk Omni.
Interstellar 101 for Partners - Recap
Revisit the Interstellar enablement session here.
5 priorities for customer service leaders in 2024 - New CS Priorities 2024 is now live!
Backed with performance data from 2023, we have rebranded this year's edition as the 5 priorities for customer service leaders in 2024. This playbook leads with a foreword by our Chief Customer and Marketing Officer, Mika Yamamoto, where she speaks about setting the agenda for 2024 by streamlining and amplifying the customer, agent, and leadership experience with GenAI.
The eBook further champions the varied use cases of GenAI for CS by highlighting its impact on self-service, omnichannel engagement, agent productivity, analytics, and sales insights.
Bolstered by #ThisisRealAI impact data points, enterprise customer and influencer voices - we aim to build credibility and trust as we move upmarket with this asset.
Freshdesk and Freshchat won at the 2024 G2 Best Software Products Awards
G2 Best Software Products Awards rank the world’s top software products and companies based on authentic, timely reviews from real users. We're grateful to our partners and customers for trusting us. Your feedback and support motivate us to keep innovating and providing tailored solutions to meet your needs.
Product updates
Freshdesk Omni - Live
Empower support teams with Freddy AI Copilot
Unlock agent productivity, elevate response quality, and streamline admin responsibilities with the gen AI powered Freddy AI Copilot add-on.
Unified profile settings
The new unified agent experience allows agents to manage their profile preferences from a single place instead of switching between products.
Caller widget inside CSS
The Caller widget now comes with the options to view conversations, create tickets, or link to existing tickets in Freshdesk Omni.
Unified Freddy AI Insights
A unified experience for Admins to gather Freddy AI Insights for both ticketing and conversational experiences.
Freshdesk Omni - Upcoming
Unified contacts and accounts
Agents will be able to view contacts and accounts across modules without having to switch between screens.
New Freshworks SDK for Freshchat and Freshdesk Omni
A new and improved mobile SDK to enable businesses supporting customers on mobile apps. This SDK will contain a similar experience to the web widget custom built for mobile usage.
Connector Apps for CX
Admins can now sync Freshdesk and Freshchat seamlessly with their tools. Customize workflows, choose 1 or 2-way sync, and monitor in real-time. Pay-as-you-go pricing. Now available for Salesforce, with more integrations coming soon.
Unified Freddy experience (Freddy AI Copilot)
A new and improved Freddy experience for admins to manage all their Freddy AI features from a unified page in the Suite for seamless management.
Freshdesk & Freshchat - Live
Empower support teams with Freddy AI Copilot
Unlock agent productivity, elevate response quality, and streamline admin responsibilities with the gen AI powered Freddy AI Copilot add-on
More inbox actions
Agents can now quickly assign conversations to themselves. They will now get an 'Assign to me' option for any unassigned conversation in the Team Inbox.
Sentiment analysis (Freddy AI Copilot)
Freddy helps your agents understand your customer's emotions and prioritize conversation based on expressed sentiments. Leverage sentiment reports to get valuable insights to refine support processes
Freshchat-Playvox integration
Admins can boost their agent productivity and streamline their everyday support operations with the Freshchat-Playvox integration.
Integrate RingCentral with Freshchat
Admins can integrate Freshchat with RingCentral to manage all customer conversations across channels from one unified inbox.
Empower support teams with Freddy AI Copilot
Unlock agent productivity, elevate response quality, and streamline admin responsibilities with the gen AI powered Freddy AI Copilot add-on.
Conversational knowledge base (Freddy AI Copilot)
Assist agents by helping them find, access, and consume solution articles more efficiently without manually searching for the right article while customers wait for a response.
Enhancements to the email bot (Freddy AI Copilot)
The email bot shares answers to customer questions along with any articles used to source the answers. Positive feedback from the customer will close the conversation while negative feedback will be available for agents to take action.
Solution article suggester enhancements (Freddy AI Copilot)
Freddy recommends public (visible to all users & bots) & private (visible to agents) articles while referring only to articles mapped to the specific portal.
Freshdesk & Freshchat - Upcoming
Narrow down FAQs (Freddy AI Agent)
Specify the FAQs where the bot should look for answers to the customer’s questions, based on user or conversation properties for contextual, personalized responses.
Live translation (Freddy AI Copilot)
Freddy will automatically translate agent responses into the customer-preferred language to improve overall customer experience and decrease response times.
Freddy usage report (Freddy AI Copilot)
Freddy can empower admins to evaluate agents' productivity through Freddy's usage metrics.
Enhancements to the CSAT survey builder
Admins will be able to add their questions at any point in the CSAT flow using the survey builder.
Multilingual support in Freshchat and CSS
Admins can offer self-service support to customers and prospects in the language they speak.
Freshmarketer add-on to the Suite
Businesses with marketing and support requirements can soon use the Freshmarketer add-on to the Suite to have a unified solution that meets their needs.
Improved design for the Topics page
The Topics page will now only display web widget and Mobile SDK topics. Configure topics for other channels via their respective channel pages.
New telephony integrations for Freshchat
Admins can soon integrate Freshchat with Ziwo or Genesys accounts to manage all customer conversations across channels in one unified inbox.
Automations for collaborators
Automation rules can be applied for actions performed by collaborators, such as replying to tickets.
Sentiment report (Freddy AI Copilot)
Admins can leverage sentiment reports to analyze trends in customer sentiment, gathering valuable insights to refine support processes.
Customizable sidebars
Agents can rearrange user properties in the sidebar to view customer information per the frequency of usage.
Custom date fields as filters
Admins can now create custom date fields and use these date fields to filter tickets based on dates.
Freshservice - Live
Unlock productivity for your support staff with Freddy AI Copilot
Equip your IT staff with GenAI assistance to enhance service delivery, focus on work that matters and optimize processes intelligently.
Integration of Workday Connector App with Freshservice
Workday Connector App is the first of many HCM app integrations with Freshservice that allow users to keep their employee data in sync on both Workday and Freshservice.
Note: This is a paid add-on. The pricing is usage-based. There is no flat fee for this add-on.
Integration of BambooHR Connector App with Freshservice
BambooHR Connector App integration with Freshservice allows users to keep their employee data in sync on both BambooHR and Freshservice.
Note: This is a paid add-on. The pricing is usage-based. There is no flat fee for this add-on.
Freshservice - Upcoming
Workflows for alerts
Users will be able to resolve incidents faster with a deeper analysis of alerts using workflows. Users will be able to use nested logic to simplify the execution of multiple conditions, notify individual agents when an alert is created or updated, perform actions on external systems using webhooks, and more.
Easily download analytics widgets and reports in-app
Users will be easily able to download reports and widgets within Freshservice. Multiple reports and widgets can be downloaded simultaneously as well. In cases where the download size is large, the report or widget will be sent to the user’s email ID.
Cross module reporting in analytics
Users will be able to visualize metrics from different modules within Freshservice on a single chart. Users will be empowered with cross-module trends and make informed decisions.
Improved folder hierarchy
Users will be able to reduce the time taken to find relevant information with a more intuitive and deeper folder hierarchy for more organized categorization with up to 25 folder levels.
Freshsales & Freshmarketer - Live
Simplified admin experience
We have introduced a menu bar for the Admin settings. The features are categorized under the options on the left navigation menu, making it easier for users to discover the right option and take action.
Account hierarchy
Get a holistic view of customers’ company structures, engage with specific divisions, and make informed decisions on an account with the Hierarchy View powered by the UCR.
Territory hierarchy
Structure sales efforts into broad Parent Territories and specific Child Territories. This approach will help optimize resources and provide insights into regional performance.
Auto-assign territories to records
The CRM automatically updates records(contacts, accounts, and deals) with a user's main territory, reducing manual effort and ensuring data consistency. Admins can configure main and other territories for users, enabling automatic territory assignment based on record ownership.
Updates to quotes creation flow
When a new quote is created, the products associated with a deal will be auto-populated in the Pricing table of the quote. This way, users no longer need to add products to the quote every time manually. The ‘Auto-sync products with quote’ checkbox has been moved to the quotes overview page. Users can now sync quotes to a deal by enabling the ‘Sync quote with deal’ toggle.
Product recommendations (Beta)
Users can now offer hyper-personalized product recommendations based on customer preferences and buying patterns to improve sales. Users can also suggest similar/bought-together products or suggest personalized recommendations from best sellers, trending, and more to drive more sales.
Simplified admin experience
We have introduced a menu bar for the Admin settings. The features are categorized under the options on the left navigation menu, making it easier for users to discover the right option and take action.
Performance Marketing Dashboard
Marketing Performance Reports and Dashboard gives users detailed insights into marketing channel performance, revenue attribution and revenue impact from Freshmarketer. With this they can enhance decision making, customer experience and increase ROI.
Email Double Opt-in
With automated Email Double Opt-In, Freshmarketer users can now trigger a double opt-in journey and ensure only confirmed subscribers are being engaged with.
Freshsales & Freshmarketer - Upcoming
LinkedIn tasks in sales sequence
Automatically create and manage LinkedIn tasks with Sales Sequences. Upon clicking, the task will automatically open up the related LinkedIn profile so the user can take action easily.
Bulk contact and account deduplication by Freddy AI
Users can select multiple records and check for duplicates in one go. Freddy analyzes the chosen records and identifies duplicates. Users can merge them in bulk or review each record individually and take the necessary action.
Bulk contact and account deduplication by Freddy AI
Users can select multiple records and check for duplicates in one go. Freddy analyzes the chosen records and identifies duplicates. Users can merge them in bulk or review each record individually and take the necessary action.
Smart call transcripts by Freddy AI
Freddy AI summarizes your conversations across emails, phone calls, and notes and generates the summary, action items, and keyword mentions.
Web form enhancements
Customers can enhance web form security by adding CAPTCHA to block spam. They can also personalize forms with their logos and improve their brand visibility.
Templatize module names
Users can personalize their CRM accounts to rename modules from a curated list of recommended module names to match their industry. The default module names are automatically updated based on the chosen template.
Curated email templates
Users can access a curated list of email templates tailored to their specific industry and sales stages, which they can easily modify and use.
Curated dashboard
Users can now get quick and meaningful insights on critical business metrics like deal conversion, new contacts added, status of team activity, and revenue forecasting from a single, pre-filled dashboard without juggling multiple reports.
Business card scanner
Capture the details of a lead/prospect in the CRM by scanning the business card from their mobile device.
MMS campaigns
Users can grab the attention of their customers, engage them with captivating audiovisuals, and drive more conversions using MMS campaigns on Freshmarketer.
Event analytics
With Freshmarketer, customers can now measure and track all custom activities and app activities, such as review results, white paper downloads, NPS scores, etc.
Freshmarketer add-on to the Suite
Businesses with marketing and support requirements can soon use the Freshmarketer add-on to the Suite to have a unified solution that meets their needs.
Neo Platform - Live
Freshworks Neo email Fair Usage Policy
The new Fair Usage Policy for free, trial and paid accounts caps the hourly rate for transactional emails in Freshdesk, Freshchat, Freshworks CSS, Freshservice, Freshworks CRM, and FreshID. Click below to learn why we’re implementing it and the details.
Proactive insights & conversational analytics
Get Freddy to share proactive insights like trends and outliers. Use it to create charts, apply filters, create reports and more. GA in Pro & Enterprise plans for Freshdesk, Freshservice, Freshchat (standalone & CSS)
Account Hierarchy powered by UCR
UCR, Freshworks' native Customer Data Platform now powers Freshsales to get a holistic view of customers’ company structures. UCR works in the backend to capture all data related to parent & child accounts entered by the user. It organizes all of it and makes it easy to view, plan, and engage with specific accounts based on sales priorities.
Freshchat-Facebook Messenger Integration powered by Freshworks Neo
The current integration is powered by the Freshworks Neo platform. This integration not only allows us to keep the integration up to date, it also allows us to introduce new features proactively. The current release now includes added support for a variety of message types, including text, images, files, buttons and more. Agents also have the ability to view DMs and comments from customers in their inboxes and respond via DMs.
Say Hello to our dedicated community!
Check out Refresh Community for all the latest product updates, how-to's, peer support, and thought leadership.
Click on the links below to join our product groups
Train to Gain
The Partner Enablement team has been hard at work to bring to life a series of training modules to help you take a deep dive into our products more easily. Take a look and choose courses that suit you best.
A series dedicated to taking a deep dive into Freshworks products for novices.
Freshdesk Omnichannel | Freshchat | CRM | Freshservice
Aspiring to recreate the same sales magic as we do? Check out our Sales 101
Selling Freshworks products- 101
Help customers gain value from the Freshworks CX product offerings.
CX Sales Readiness Training 2021
Designed to provide a hands-on approach to our products, this course will equip you with the necessary technical skills to deploy custom configurations and deliver personalized demos.
That’s about it for this issue of In The Loop.
Hope it helps you put your own dent in this universe, today and tomorrow!
Email us at - intheloop@freshworks.com
Take care and stay safe,Your friends at Freshworks!
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