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Freshworks CRM automates your day-to-day tasks, tracks your contacts, their interactions, and helps you stay on top of your deals
If you’re using spreadsheets like Excel and Google Sheets along with email for sales, you’re not alone. These tools are easy to access and understand, no doubt. But when it comes to managing a high volume of data and a large, growing sales team, these tools fall short.
Spreadsheets and emails are designed for specific functions, and customer relationship management is not one of them. To manage customer relationships you need to be able to look beyond data and understand the context behind every interaction. This context is obtained at every step of the interaction with the prospect—phone calls, emails, demos, face-to-face meetings, etc. A CRM software makes a crucial and pivotal difference by being able to access this context with minimal effort, instantaneously.
Spreadsheets and emails are great at sorting data and managing email interactions, but not entirely at managing customer relationships. The table below lists common sales needs, drawing a clear distinction between what can be achieved with a CRM software and spreadsheets.
Storing contact details
A 360° view of the contact
Establishing sales processes
Prioritizing leads by their activities
Tracking contacts’ activity on the website and in-product
Customizing the tools based on your sales process/activities
Cross-selling and upselling using contextual information
Controlling data access through roles and permissions
Retaining all functionalities across device types
With a software like Freshworks CRM, you can improve customer relationships and retention, increase sales and revenue, automate outreach process and tasks, and more. Here’s a look at a few more reasons why Freshworks CRM beats spreadsheets.
Access multiple functionalities—email, phone, reports, activity tracking, automations—and have a 360° view of every customer. This helps focus on the human aspect of sales: reaching out and solving people’s needs.
Automates mundane tasks like creating leads from webforms and chat, enriching and assigning them, and setting up follow up activities like calls and emails. You can also create intelligent workflows to update fields, create tasks, qualifying leads and more.
Get complete visibility of deals across stages. Know how many deals are in each stage, and the potential revenue they will bring. Identify the hottest deals, and unclog your sales pipeline by spotting and eliminating stale deals.
Information in Freshworks CRM can be accessed by marketing and support teams to plan campaigns and respond to tickets using sales context. You can also easily collaborate with anyone in your company over a deal using the Freshconnect integration.
Get instant context about the lead such as the pages they visited, features they adopted, the emails opened and clicked, etc. to make meaningful, and relevant conversations. The CRM also sets lead scores based on these activities.
Create and track the right sales metrics to know the sales team’s performance, the revenue obtained from each region, the deals likely to close next month, etc. to address bottlenecks and resource allocation.
“For the past several years, it's been difficult to get our sales team to use our clumsy, difficult-to-understand CRM (myself included). In less than an hour, I had all of our leads imported and the system figured out. It actually makes sales fun again.”
“With the Freshdesk Integration, Freshworks CRM (formerly Freshsales) has taken the sales side of our business a step forward. My support staff can see a full picture of a customer - deals, customer details and activities. It has both sides of our business talking again!”
“Our sales people used to spend a lot of time before the call to analyze the prospect's need and behaviour using multiple sources. Today, Freshworks CRM (formerly Freshsales) provides all those insights in a single screen enabling us to move quickly and close deals easier.”
“Freshworks CRM (formerly Freshsales) allows us to focus on converting our leads. The interface is so intuitive that our new sales staff do not require training on how to use it, they just hit the ground running.”
“I really like that this CRM tool integrates with Freshdesk and I am a fan of the "open email alert". I am also impressed with the service that I have received at Freshworks CRM (formerly Freshsales); I had a suggestion for the software and the support team immediately jumped on a call with me to figure out a solution.”
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