Sales and Marketing
IT Service Management
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Gartner Magic Quadrant 2020 - Sales Force Automation
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GetApp Best Functionality & Features 2020
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“We initially had Salesforce CRM but didn’t really use it. The instance was incredibly
complicated because it allows for so much customization that you end up doing nothing.
When we explored Freshworks CRM, the first thing I remember saying is,
okay, the interface is clean and simple.”
“Our team got up and running with Freshworks CRM unbelievably quickly. Using Smartforms, we’re able to generate over a thousand website leads a month without any manual intervention, which is a huge benefit.”
“We are now able to keep track of all our deals. We don’t lose track of them, or lose many deals because we haven’t paid attention to it.”
Note data as on Jan 01, 2019
When you have multiple offices across the globe and different product lines, you’d want to assign leads to sales reps who have the product expertise or are familiar with the language and culture of a particular region. With Freshworks CRM, you can create a systematic sales territory management plan to organize your team and have leads automatically assigned to them in a round-robin. By auto-assign leads, your sales reps can get in touch with leads quickly and increase the chance of conversion. Zendesk Sell lacks the capability to create sales territories and set lead assignment rules.
Learn more about territory management and lead assignment rules
Integrate Freshworks CRM with Gmail and other email clients such as Office 365, Yahoo, Outlook, etc. With 2-way sync, you have the flexibility to read, reply, modify and delete emails from both places. You can further amplify your sales team’s productivity with unlimited email templates, bulk emails, email tracking—both opens and clicks—and email scheduling. Also, use Team Inbox to collate all sales emails so as to easily collaborate with other sales reps. Zendesk Sell lacks functionalities such as 2-way email sync, email scheduling, and team inbox.
Learn more about Email Management in Freshworks CRM
While talking to leads, your sales reps need context such as pages they visited, features they adopted, the emails opened and clicked, etc., to make meaningful, relevant conversations. Freshworks CRM allows you to track a lead’s behavior on your website, in-app, and email, and also set lead scores based on these insights. Zendesk Sell allows you to score leads by property but lacks the capability to score leads by behavior—the much-needed context to have meaningful conversations.
Learn more about website and web app event tracking
Sales prospecting is one of the activities that eat up the majority of a sales rep’s time. Moreover, with Freshworks CRM, you can automate this outreach process. Freshworks CRM's sales campaigns let you stay ahead of your follow-ups, tasks, and appointments. You can design sales cadences—include email sequences, call reminders, and follow-up tasks—and execute drip or sales campaigns. The CRM software also allows you to send campaigns based on the recipient’s behavior. For example, you can setup onboarding email campaigns based on the prospect’s actions on your product or service. Or, create a campaign to set automatic call reminders for those who expressed interest. Zendesk Sell lacks the capability to set up sales campaigns.
Learn more about sales campaigns in Freshworks CRM
To make smart business decisions, you need a CRM software that gives you the flexibility to create sales reports using data across all modules. You need insights such as the industry you are closing the most, the region that is bringing in the most profit, the number of accounts you closed across regions, etc., to address bottlenecks and resource allocation. Although Zendesk Sell has pre-built reports, it lacks the ability to create reports from scratch. Freshworks CRM, on the other hand, gives you the flexibility to dive deep and create custom reports across different modules. Once you have generated a report, you can export it as a CSV or PDF file, and even schedule reports to be sent to your inbox at regular intervals.
Learn more about creating custom reports
When it comes to managing leads, contacts, accounts, and deals, both Freshworks CRM and Zendesk Sell hit the mark. But, Freshworks CRM has an upper hand as it gives you the flexibility to customize the CRM across geographies, business size, or product lines by creating sales territories. You can create a systematic sales territory management plan to organize your team, auto-assign leads in a round-robin, assign phone numbers to territories, transfer calls to territories, limit territory access, and more.
Both Freshworks CRM and Zendesk Sell have an email management system. But when it comes to seamless communication and feature capabilities, Zendesk Sell has limitations. Freshworks CRM, on the other hand, has everything you need to seamlessly send emails from within the CRM. Whether it’s Gmail integration (or integration with other email clients like Outlook), 2-way email sync, creating unlimited email templates, scheduling bulk emails, tracking email opens and clicks, real-time email alerts, creating sales campaigns—you name it, Freshworks CRM has it.
Freshworks CRM’s AI-based lead scoring allows you to categorize your leads into hot, warm, and cold. You can assign scores by adding and subtracting points based on the lead’s interaction with your company—their behavior on your website, in-app, and email. Give your sales reps the means to focus their time and efforts to pursue the right leads using lead scoring in Freshworks CRM.
Zendesk Sell allows you to score leads by their properties only on their higher plans—Enterprise and Elite—but the feature is available for free on Freshworks CRM.
Having context about the prospective customer and his interests before speaking to him/her allows for a more meaningful engagement during their buying journey—what pages on your website interested them, how are they using your app, did they open your email, etc. Freshsales tracks your user’s behavior from their first touchpoint. You can see the pages they visited, how many times they did so, and what content they downloaded. It also offers the option to track user activities in your web app. Zendesk Sell lacks this ability to give context on customer behavior.
While both Freshworks CRM and Zendesk Sell have standard reports and dashboards, Freshworks CRM gives you the flexibility to create reports using data across all modules and have it sent to your inbox at regular intervals.
Email, phone, and chat support are free in Freshworks CRM from day one, while they come with a price tag in Zendesk Sell.
Note: Data as of January 1st, 2019.
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