Freddy AI for CX
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By Use Case
Get complete details about your clients, engage in contextual conversations, close deals faster, and boost your sales with Freshsales, the best client management system.
The goal of every business is to expand and win more clients. While you need new customers, existing clients are the greatest asset of any company. They already know you, trust you, are in business with you, and contribute to your revenue. In fact, Gartner estimates that 80% of a company’s future revenue will come from 20% of its existing customers. This makes every client an integral part of your company, and it is crucial to understand, nurture, and build a good relationship with them to gain their loyalty.
Knowing how to nurture that relationship requires in-depth knowledge about their requirements and every interaction they’ve had with your business. But this information is spread across tools—spreadsheets, phone, email, notes, calendars, etc.
As you get more customers, organizing and managing reliable information and having instant access to it becomes a struggle.
You’d require a tool that can show the complete details about clients with context, communication history, and keep you updated about appointments, notes, and insights. And that’s what a client management software does.
With your client information organized in a straightforward manner, you can easily keep track and access everything you need to be more efficient.
The tool acts as a single source of truth for every member of the sales team. No information gaps, no going back and forth. The customer always hears a consistent voice from you.
With a well-rounded view of your customers at all times, you can cross-sell and up-sell at the right moments, with higher success rates.
Freshsales, by Freshworks, is an intuitive customer management tool that simplifies your client management needs by organizing all their information in one space. It is not limited to phone numbers, email addresses, and social media profiles. You get the entire conversation history, deal information, and more with just a scroll.
Gartner Magic Quadrant 2019 - Sales Force Automation
G2 Crowd CRM Software Leader 2019
GetApp CRM Software Leaders 2019
Software Advice CRM Front Runners 2019
Gain information about your customers quickly with Freshsales client tracking software. It gives you a 360-degree view of every client by
Have contextual conversations with your clients by understanding their interaction with your business. Freshsales organizes all these interactions alongside their basic information. The customer management software pulls together
Freshsales centralizes all your touchpoints in a single window so you don’t have to jump across tools to close deals. It brings together the three most used communication channels—phone, email, and chat. You can
Check out sales engagement to know more
Besides the fact that you can manage up-to-date records of your clients without breaking a sweat, you can also do away with the manual data entry. Freshsales customer management tool lets you
Take your customer management system one step further by customizing it for your needs. With Freshsales, you can
Personalize your outbound campaigns and start meaningful conversations with your customers using sales sequences in Freshsales. Sales sequences let you
Learn more about sales sequences
Freshsales goes beyond just a web-based customer management software and empowers you to
Learn more about 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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