CRITERIA |
|
PIPEDRIVE CRM |
---|---|---|
G2 rating | ||
Trial period |
21 days |
14 days |
Payback period |
7 months |
9 months |
Average months to go-live |
0.7 months |
0.8 months |
NPS score |
83 |
50 |
Leads, contacts, accounts and deal management | ||
Custom sales activities | ||
Sales sequences | ||
Built-in phone | ||
Lead scoring | ||
Website, in-app and lead tracking | ||
Custom reports & dashboards | ||
Free email and chat support | ||
Free phone support across all plans |
Disclaimer: Data as of 8th September 2020
© 2020 G2, Inc. All rights reserved. This data is based on their Grid® Report for CRM | Summer 2020. No part of this publication may be reproduced or distributed in any form without G2 Crowd’s prior written permission. While the information in this report has been obtained from sources believed to be reliable, G2 Crowd disclaims all warranties as to the accuracy, completeness, or adequacy of such information and shall have no liability for errors, omissions, or inadequacies in such information.
Note: Data as of 8th September, 2020
While talking to potential customers, your salespeople need context such as pages they visited, features adopted, emails opened and clicked, etc.
Freshsales provides a 360𝆩 view and tracks lead behavior on your website, in-app, and by email, and also set lead scores based on these insights. It gives a quick summary of all lead information on one screen, that allows your salespeople to engage in contextual selling and close deals faster.
When you scale your business by geography, business size, or product lines, you’d want to assign leads to the right territories. Moreover, you also want your salespeople to attend to the leads faster when they are warm and have a high intent to buy.
With Freshsales, you can create a systematic sales territory management plan to organize your team and have leads automatically assigned to them in a round-robin manner, increasing the lead response time and also the chance of a conversion.
When you’re looking for data points unique to your business, you want the freedom to deep dive and create insightful custom reports. The reporting feature in Freshsales offers the flexibility to choose from more than 25 out-of-the-box reports to get started. Or, create your own advanced reports using data across different modules like the industry you are closing the most or the number of accounts you closed in a particular month. You can export reports as a CSV or PDF file, and even schedule them to be sent to your inbox at regular intervals.
Learn more about generating custom sales reports
Sales prospecting is one of the activities that eat up the majority of a sales rep’s time. And with Freshsales, you can empower sales teams to accelerate productivity and automate this outreach process.
The CRM software allows your sales teams to stay on top of follow-ups by setting up sales cadences—email sequences, call reminders, and follow-up tasks based on the recipient’s behavior. Using workflow templates, you can automate sales activities without having to set up a workflow from scratch.
Freshsales also shares the performance of each email sequence - open, click, reply, bounce; an indicator; an indicator to check if your email subject line and copy resonated with your prospects, and improve your message where required.
The biggest advantage of Freshsales is that it is a part of the Freshworks suite of business software. So you get native integrations with customer support software (Freshdesk), modern messaging software (Freshchat), collaboration software (Freshconnect), and built-in phone software (Freshcaller). By integrating Freshsales with the Freshworks suite of products, you can keep all your customer data in one ecosystem.
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