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By Use Case
FundraisingBox, headquartered at Augsburg, Germany, is a software company that specializes in creating a digital fundraising platform for non-profit organizations. Their software as a service platform was launched in 2011 and focuses on digital fundraising, payment processing, support and management, and marketing automation. FundraisingBox’s mission is to help non-profits fulfill their respective missions- “We want to simplify multichannel fundraising funnels in connected systems and thereby help organizations to achieve modern and digital fundraising. We concentrate on integrating more digital touchpoints like website donation, B2B fundraising, crowdfunding, etc.”, notes Peter Kral, the CEO of FundraisingBox.
Most of their leads reach out through websites or by phone, and each of them has different requirements. Their sales reps also act as digital fundraising consultants as some prospects are at the beginning of their fundraising activities. In contrast, other organizations have detailed strategies in place and look for specific solutions to integrate with their existing infrastructure.
FundraisingBox initially started with a small sales team, and during the first few years they used an internal CRM system to organize the sales teams. But when more leads started coming in, they arrived at the limits of this approach and wanted to have more sophisticated tools.
“We needed a professional system to manage our leads. We looked for software that is intuitive, GDPR compliant, flexible, customizable, and with an integrated dialler.”
FundraisingBox also wanted to eliminate any dependency on external tools or consultants to set up and scale the system.
They started by looking for a CRM in review websites such as Capterra, and tried a few as well, including Pipedrive. What they found was that most products were too sales-centric. They wanted a system that would allow them to do more than just regular sales-related activities.
“We liked the idea of a full suite of different business apps for each department that seamlessly integrated with each other. And Freshsales was the only product that fit perfectly into our requirements.”
FundraisingBox chose Freshsales not just to organize their leads but also to gain a visual representation of the ongoing deals at any moment. This gave the management visibility into the current sales activities and helped stay in tune with the sales team.
“The entire sales team get a clear view of the pipeline and the status of each deal. We also use the data Freshsales predicts to calculate our forecast for the next month. It is very handy and useful for us.”
FundraisingBox also uses workflows to automate tasks such as data entry and follow-ups. One of their workflows is to automatically copy all the key details from the lead module to the accounts and contact module when they win a deal.
When asked about the top three favorite features, Peter was quick to call out pipeline management, workflows, and reporting.
“Reporting is an important feature which we require for analyzing the sales pipeline and activities. It is quite easy to create a custom report for the sales teams and get frequent updates on their activities and business growth.”
With features such as email templates and automation, FundraisingBox is able to handle twice the number of leads in a day. “Since we can supply each lead with the information they need more efficiently, our sales velocity has increased. We are faster closing deals now.”, Peter adds.
Peter also noted that the onboarding procedure was quite fast. Once the preparation team figured out the most important processes, it took only three days to onboard and train their sales team.
“All our sales agents were quite happy to get a new and sophisticated system. The change in process was motivating for them. So instead of saying, ‘Oh no! Another new system’ they were really keen to start using it.”
Peter and his team regularly discuss new automation and customizations to incorporate in Freshsales and see how they can use its capabilities to optimize their processes further.
When asked to describe Freshsales in a few words, he says,
“Before Freshsales, many of our sales processes were manual. Sometimes important leads were left behind by mistake. Now our sales staff are happy to use this modern and intuitive platform that reduces the workload and helps maintain a big picture view as well as prioritize daily tasks.”
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