So what are these challenges and how does the Freshcaller-Freshsales integration solve them?
Challenge: Identifying a potential customer from a cold lead based on your call conversations.
Not every prospect that you try to get in touch with responds to you positively. So the ones who do are the best bet you have in bringing in sales. And if the prospect takes your call, they are a hot deal and you need to act fast to make it count.
Solution: With this integration, when a prospect tries to reach out to you, and if you aren’t available, you can give them the option of leaving a voicemail. Also, based on your phone conversation, make sure you move the prospect up or down your sales pipeline (prospect to lead, lead to contact, contact to deal etc.) as needed. This way you get to easily qualify a prospect based on number of calls and response rate as inputs to the lead scoring rules in Freshsales. This integration clearly lets you identify the prospects on whom you need to spend quality time.
Challenge: Being able to access the call conversations of a prospect when needed
In sales, a day at work involves having to get in touch with multiple prospects and repeated follow ups with a number of interested ones. There might be a number of instances when one sales rep might have to fill in for another who is busy with a call. The real challenge comes in when a new rep tries to make sense of what has been going on with respect to a given prospect from their previous conversations before getting on a call.
Solution: This integration helps bridge the information gap and allows the new rep get access to an organized list of all Recent Calls and Recent Activities of a prospect in a single screen. This allows every rep to go prepared to a call with enough context and access all relevant information with respect to a prospect in no time. Also, every call made is logged in Freshcaller automatically with all relevant information like call notes and recordings, alongside the context of the status of the lead, their email conversations, industry, team size, etc.