Group your sales team by geographic locations, deal size, industry, or any field (basic, additional and application data) in the leads module. Divide and conquer your sales pipeline by allocating users by their sales expertise and automatically assign leads to them. Organizing your sales teams by territory helps you identify the ones that are making profit, the sales reps who are meeting targets and the potential sales areas to focus on in the coming quarters.
Collaborate with your team on a big deal. Salespeople in a territory have access to all the territory records (based on their role), making it easier to work together, keeping the team in loop and closing deals faster. With the right sales expertise in a territory, you can be assured that the right sales rep is assigned to the right lead, and your team can start following up as soon as the leads are in.
Allocate sales reps to access records in a territory and those who are automatically assigned to leads in round robin manner. A sales rep can have either of these roles in different territories, if allocated.
Pull out revenue metrics from your Freshsales database by territory, sales reps and more. Pinpoint the territories that are meeting targets; identify the key potential regions and star performers in your team.
Set roles to define what actions your sales reps can take in a territory, whether they can add, edit and delete records, and what they can see in Freshsales.
“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.”