Product How Tos

3 Things To Watch Out For When Implementing A New CRM

3 Things To Watch Out For When Implementing A New ...

Are you heading towards a new CRM implementation? Or are you replacing or upgrading your CRM? Take a...
How to Create a Sales Proposal in Minutes with CPQ

How to Create a Sales Proposal in Minutes with CPQ

Imagine this scenario: You are in the closing stages of a deal. Your contact is ready to sign the d...
How HTML email signatures can help you convert more leads

How HTML email signatures can help you convert mor...

With the increase in remote sales, face-to-face contact and handshakes with clients have become almo...
Get your team onto Freshworks CRM using deal team

Get your team onto Freshworks CRM using deal team

We’ve all heard the saying, “It takes a village to raise a child.” Converting a prospect into ...
Make Freshworks CRM Your Own With Custom Modules

Make Freshworks CRM Your Own With Custom Modules

As sales teams expand, having a CRM that can adapt to unique business needs can help accelerate sale...
Regulate user access to confidential data with field-level permissions

Regulate user access to confidential data with fie...

We’re excited to launch Field permissions, a feature that allows you to configure and regulate acc...
3 Ways to Close Deals Faster with Freddy

3 Ways to Close Deals Faster with Freddy

The deal pipeline helps you evaluate and improve your sales process by providing a quick overview of...
Mobile CRM: Why You Don’t Have To Be Tied To A Desk To Increase Your Sales

Mobile CRM: Why You Don’t Have To Be Tied To A D...

Below is a pie chart of the world’s current population. What do you think two-thirds of the pie in...
9 Workflows to Automate your Sales Process from Lead to Deal

9 Workflows to Automate your Sales Process from Le...

A salesperson’s day is split into many tasks that can be broadly categorized as revenue-generating...
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