Sometimes there’s more than one contact at different hierarchies in a company with whom your business may have relationships. How do you tell your CRM to manage related company information in one place? A good sales CRM automatically organizes your information by account and gives a 360-degree view to strengthen business so you can get the most out of it.
With Freshsales’ account management, handle relationships with account hierarchy, related contacts, conversations, tickets, deals and more to get a complete overview of each account in a single view.
Use hierarchy in account management by linking related accounts with their parent account in your sales CRM. View child account information directly from the parent account page, and use it to identify cross-selling and upselling opportunities—kill two birds with one stone.
Quickly access related contacts to an account from the account page. Click on the contact to view their role in the company, location and status of on-going deals. Get to know additional decisions makers within an account in your sales CRM before you head to the next meeting. Account management makes sales with multiple contacts within a company easy and efficient.
View contact interactions related to an account—email and phone. Account managers gain a single comprehensive view of communications to know topics of conversation and when they were last contacted. Use this to build effective relationships with customers through account management.
Customer tickets synced in Freshdesk are also displayed in accounts. This way account managers can keep a tab on issues and prevent churn. You get to make sure customers are happy with your service and continue to meet expectations by overseeing account-related tickets in the sales CRM.
Working on a big deal for a top account? Be apprised of related closed and on-going deals by viewing them in the account page. Sales reps have a complete picture of each account’s opportunities and get to use this information to engage with related customers effectively.
Refresh your memory on customer accounts before your meetings by simply carrying your mobile with you. Account management is also available on the Freshsales app for iOS and Android. Get a quick view of your accounts, add notes, schedule appointments, call contacts, and more with a simple touch.
Filter and sort your records. Connect with the right set of prospects using "last contacted" and "last seen" date and "deal size".
Analyze a contact’s engagement by calls, emails and website activity, using filters on the Activity Timeline.
“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, 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 Freshsales provides all those insights in a single screen enabling us to move quickly and close deals easier.”
“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 Freshsales, 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 Freshsales; I had a suggestion for the software and the support team immediately jumped on a call with me to figure out a solution.”