Freddy AI for CX
Deliver effortless customer experiences with Freddy AI.
By Use Case
Analyze aspects like deal management, lead scoring, reporting, and more
Both Freshsales and Outreach allow you to manage leads, contacts, accounts, and deals. But, Freshsales is a step ahead as it gives you the flexibility to customize your CRM as you expand your business across geographies, business sizes, or product lines by creating sales territories. You can create a systematic sales territory management plan to organize your team, auto-assign leads in a round-robin, assign phone numbers to territories, transfer calls to territories, limit territory access, and more. Freshsales also allows you to upload files from the computer or link files from Google Drive, Dropbox or any publicly available source, and share them with your team.
Outreach, on the other hand, has an option to auto-assign leads, but it lacks the functionality to upload and manage files.
Both Freshsales and Outreach have a robust email management system. But, when it comes to feature capabilities, Outreach has limitations. Freshsales, on the other hand, has everything you need to seamlessly send emails from within the CRM. Whether it’s Gmail integration (or integration with other email clients like Outlook), 2-way email sync, creating unlimited email templates, scheduling bulk emails, tracking email opens and clicks, real-time email alerts, creating sales campaigns—you name it, Freshsales has it.
Pipeline Management in Freshsales gives you a visual representation of the deals across stages. The CRM also allows you to create multiple sales pipelines, each with a different set of deal stages. So your inside sales reps, AEs, and customer success teams can use one platform for selling, and yet manage separate pipelines for their sales operations. Freshsales also has the flexibility to call and email prospects right from the pipeline view, and track tasks and appointments using color-coded icons.
Outreach allows you to manage deals, but it lacks the capability to create multiple sales pipelines for different teams.
Freshsales’ AI-based lead scoring allows you to categorize your leads into hot, warm, and cold. Assign scores by adding and subtracting points based on the lead’s interaction with your company—their behavior on your website, in-app, and email. Give your sales reps the means to focus their time and efforts to pursue the right leads using lead scoring in Freshsales.
Outreach lacks the functionality to score leads by property and behavior on your website, in-app and email.
While both Freshsales and Outreach have standard reports and dashboards, Freshsales gives you the flexibility to create custom reports by using data across all modules. The CRM not only gives you the flexibility to create reports based on sales activities—email, phone, tasks, and appointments—but also advanced reports like sales velocity reports, sales cycle reports, etc.
Note data as on Jan 01, 2019
“Over time, Insightly seemed like a basic contact management system, and it didn’t offer much to improve our sales practice. After a while, we practically used it as nothing more than a database. We didn’t really know all the features we needed until we discovered Freshsales. So many new and beneficial features, like email tracking and lead scoring (which was entirely new and fascinating). The bulk editing within the application is a huge time-saver for our campaigns.”
“For a business like ours with an anticipated high-velocity sales, you only want to make a sales CRM decision once. We explored multiple CRMs before choosing Freshsales. Pipedrive had limited capabilities; we weren’t able to easily track our customer journey end-to-end and spot our best leads. Salesforce was way too complex in addition to being expensive. With Freshsales, the interface is straightforward, we get deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one hassle-free package.”
“With Freshsales reporting features, we’ve cut down the time taken to generate reports by 60%. Using the sales CRM, we’re able to generate reports anytime and summarize information 10X faster than before. This has immensely improved our productivity. The deal pipeline in Freshsales is also extremely advantageous. Its quick access features—sort, filter, drag and drop, phone, email, tasks—are helping us close deals faster.”
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