Sales data is dynamic. Sometimes, you’ll have a purchased contact list or leads gathered from campaigns, conferences, traveling, etc., in a spreadsheet. Importing records from outside sources into the CRM is important to create new opportunities and track communication. Therefore, maintaining the integrity of data in your sales CRM is crucial and essential to business.
Freshsales’ data import feature lets you import data—leads, contacts, deals, and accounts without duplicates. Importing is simple and easy, and takes just a few moments. Upload your CSV file, follow the import wizard and begin import.
Duplicate records are a menace to sales. Sometimes it’s possible that one or more leads you want to import are already present in the CRM. If a CRM allows this, then more than one sales rep may contact the same lead causing confusion for business. Nobody wants this. Here at Freshsales, we help you maintain reliable data in your sales CRM. You decide how to update existing records by matching them with a unique identifier in Freshsales to prevent duplication.
Use the dropdown list to map the source CSV columns with Freshsales fields to ensure your data is complete and accurate. Mapping avoids wrongly populated data in your sales CRM, so everything goes right where it belongs.
Quickly send emails, assign leads, update a field, merge and delete records in bulk.
Define and manage user permission and data access in Freshsales.
Capture website visitors as leads directly into Freshsales once they complete a webform.
Autocapture leads from webforms, enrich profiles, assign reps, and log calls & emails.
Filter and sort records. Save and access them whenever you want.
Connect with the right set of prospects using "last contacted" and "last seen" date.
“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.”