How a CRM software can help sales teams
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.
One place to access all data
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.
Automate repetitive tasks
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.
Stay ahead of your deals
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.
Collaborate with teams for improved productivity
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.
More context for meaningful conversations
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.
Data-driven decisions with advanced reporting
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.