Freddy AI for CX
Deliver effortless customer experiences with Freddy AI.
By Use Case
Unlock customer insights in your sales CRM
The modern sales process demands you equip your sales team with the perfect tools in their toolbox—your sales CRM. This is where customer insights are stored so sales reps can understand the buyer journey to engage and improve sales performance.
Segment is “a single platform that collects, stores, and routes your user data to hundreds of tools with the flick of a switch.” By integrating Freshsales with Segment, get to know who your customers are and what they are doing on your website, mobile app or cloud app, directly from the sales CRM. Increase your rep’s chances of closing deals with this powerful integration at zero cost.
Freshsales supports three API calls in Segment: Identify, Track, and Page.
When a visitor on your site signs up, a lead or contact record is automatically created in Freshsales. Any action performed by the user—downloading a whitepaper, registering for an event—is tracked and recorded in their activity timeline as “events.” The pages they view on your website are also captured in Freshsales. With this integration, make your sales CRM the source of truth and empower your sales reps to sell better. When a customer calls, know their website activity from their activity timeline, personalize conversations and improve customer satisfaction.
That’s not all. Use the data collected from Segment to prioritize leads, by configuring lead scores.
Learn more about lead scoring
Access your emails from customers and prospects in Freshsales.
Get real-time alerts on email opens, link clicks and new emails. Connect at the right time.
Schedule emails at a date and time when your customers are most likely to read them.
See your emails automatically linked to the appropriate lead or contact’s record.
Sync all your appointments between your Google account and Freshsales.
Sell from any inbox, forward or BCC emails, and follow up on conversations right from Freshsales.
“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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