Freddy AI for CX
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By Use Case
Create unique pipelines for different sales processes
In a sales CRM, pipelines are the virtual representation of your customer’s journey in the real world. You create stages like “New”, “Follow-up” and “Under Review”, and you slot your deals under the respective stages. Moving deals from one stage to another is usually through a simple drag-and-drop. The adjoining image gives you an idea of what a pipeline looks like.
Every business has a unique sales process. If you’re selling different products, or you’re targeting different types of markets, your unique sales process could become unique sales processes. This is when multiple sales pipelines can help you capture every deal’s journey, in all its nuances.
Say you have different sales processes for inbound and outbound sales, or for direct deals and partnership deals. You can create separate pipelines, with different deal stages for each pipeline.
Read more about pipeline management
You start off with a default pipeline which Freshsales creates for you (this is customizable). You can create up to 10 custom pipelines. If you’re moving to Freshsales from another sales CRM, you can import your pipelines. If you’re a sales manager and you prefer to track the status of each pipeline separately, you can even create a custom view for each pipeline.
Filter deals by potential value and expected close date. Add, edit and remove stages easily; simplify deal management.
Get in-depth sales analytics via reports. Identify your star performers, find out potential sales areas, review time taken to close each deal, understand and analyze lost deals.
Using Freshsales mobile apps, access your important deals on the go in iOS and Android. Keep track of your deal's details before you step into a meeting.
“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.”
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