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By Use Case
Redefine your sales engagement by gaining customer insights and driving conversations within the CRM
For any business to grow, it needs to build strong customer relationships through constant sales engagement and nurturing. And with competition on the rise, personalized conversations matter more than ever. Recent research by Accenture shows that 33% of the consumers surveyed in its study ended their relationship with a company because their experience wasn't personalized enough.
A good sales engagement plan is key not only to driving sales and revenue, but also to establish an emotional connect between prospective customers and your business, potentially winning you customers for life.
So, what is sales engagement?
All the interactions your sales team has with prospects qualify as a sales engagement activity. These include phone calls, emails, meetings and online chat that help convert prospects into customers. There are specialized sales engagement platforms that help you achieve these functions.
A sales engagement platform (SEP) can help you engage with prospective customers across communication channels. It will allow you to make calls, send emails, schedule tasks and book meetings all from within the platform, thereby enabling more sales.
While engaging in meaningful conversations is the future of selling, standalone sales engagement tools make the process cumbersome. This is because your customer data is stored in a CRM while your communication happens in the sales engagement software. Toggling between the two platforms is futile.
A cohesive CRM software like Freshsales integrates all sales communication channels within one platform, giving you a potent combination of sales engagement and CRM. Since you have information about the customer and all conversations are in one place, you can make informed decisions on followups and nurture the customer.
No more toggling between multiple tools to get context to engage with customers. Your customer data resides in one place, thereby boosting sales productivity.
Leverage sales intelligence to drive conversations with a deeper understanding of prospect customers and schedule more meetings from within the CRM.
Personalize your followups by creating sales cadence based on a prospect's response to your communication.
Predict your revenue with a visual deals pipeline, map your sales activities with deals, and identify what approach works best for you.
A CRM system that also does the job of a sales engagement platform is a godsend for any business. Freshsales offers on a platter all the sales activities your sales team needs to engage in.
Freshsales offers seamless integration with email clients such as Gmail and Outlook as well as 2-way email sync. It also provides a common inbox for your sales team to respond to unattended emails and allows you to create email templates, schedule emails, and track email engagement metrics without leaving the CRM.
Read more about email management
Place calls with a click, record calls, transfer calls, and send voicemails using the phone feature in Freshsales. You can also buy local phone numbers and assign them to sales teams to drive more calls to conversations. All sales calls made through the integrated dialer are logged automatically in the CRM.
Learn more about how to make calls from within the CRM
Automate the follow-up process and stay engaged with your customers using consistent, targeted communication. With Freshsales, you can customize campaigns based on prospects’ behaviors and re-engage prospects who have become unresponsive.
Read more about sales sequences
Manual data entry kills the spirit of salespeople. Get rid of that by switching to Freshsales where a lead’s social profile information and photograph is automatically updated in their profile. Identify which sales lead is hot or not using lead scores, auto-assign leads to sales teams across territories, and track lead activity in a chronological timeline view in the CRM.
Read more about lead scoring
Creating manual reports can be a mind-numbing task. To know which sales activity works, how many deals were won by a sales rep, or analyze a sales trend, the visual reports feature in Freshsales helps you crunch that data to make quick decisions. Customize or choose from existing report templates, schedule reports, share with your teams or export them as PDF or CSV files.
Learn more about creating and scheduling sales reports
“We initially had Salesforce CRM but didn’t really use it. The instance was incredibly complicated because it allows for so much customization that you end up doing nothing.When we explored Freshsales CRM, the first thing I remember saying is, okay, the interface is clean and simple.”
“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.”
“Prior to using Freshsales, our processes were largely manual. There was a huge risk of deals falling through the cracks. The amount of time we took from analysis to installation was a mess, and we honestly faced a lot of customer-related issues. Today, I can’t tell you how often I hear employees from different departments telling me-Wow! You save me hours every week!”
“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.”
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