Freshsales is our CRM tool and CRM platform. Whenever we want to sell a product to a customer or when they inquire on any promotion site, we get the customer details over Freshsales, and based on that, we call the customer. There is an option to call the customer and check with their needs and proceed further. Freshsales is being used across a certain list of categories, including healthcare, real estate, and auto sales. Whenever a customer has visited a particular promotion site and provided their details, the details get captured in Freshsales CRM dashboard. Then a support person or salesperson will get in touch with the particular contact person, inquire about their requirements, and proceed accordingly. There is also an automation feature that runs every time whenever a particular criteria is met.
Sales Manager Managed Services and Digital Solutions at Alosys Communications
Real User
Top 5
Jul 4, 2024
I use the solution in my company since we are interested in the application and all the activities that salespeople do. We track the email, then the appointment, and the feedback from the appointment. We schedule all the activities and then look at the sales process just to understand if all the activities are increasing in value if we have the information, the deal, and the technical requirements.
In the beginning, I used the tool to keep my business contacts. Then, we used it for our marketing emails and campaigns. It has a lot of capabilities. We can use it for daily business-related communications, too. It has a lot of templates.
I have used Freshsales to follow up on transactions from Shopify. I use the WhatsApp feature and when the customer make an offer, we send confirmation about the order to the customer. I also use Freshsales for customer service.
Senior Services Manager at a tech services company with self employed
Real User
Apr 7, 2022
We use Freshsales for lead processing, closing deals, contact management, tracking customer activities, calculating commissions and for generating all sales reports. Freshsales also allows us to manage sales across territories including the Caribbean, United States and parts of Latin America. In each of those territories, we have our own account managers and we use territory management to categorize contacts based on country, market segment and other criteria. We also make use of the solution for marketing campaigns using Freshdesk Messaging that allows to to drive communication with potential customers or leads to make announcements and divert questions from potential deals to our pre-sales department.
Freshsales is an intuitive CRM offering automation, AI-driven insights, and integration options with Shopify and Whatsapp, catering to businesses of all sizes with its user-friendly approach. Freshsales combines essential CRM functionalities like email integration and a robust sales cycle with advanced features such as AI-generated promotion descriptions and deal diversion based on revenue. While Freshsales serves both startups and larger companies with its cost-effective and scalable...
Freshsales is our CRM tool and CRM platform. Whenever we want to sell a product to a customer or when they inquire on any promotion site, we get the customer details over Freshsales, and based on that, we call the customer. There is an option to call the customer and check with their needs and proceed further. Freshsales is being used across a certain list of categories, including healthcare, real estate, and auto sales. Whenever a customer has visited a particular promotion site and provided their details, the details get captured in Freshsales CRM dashboard. Then a support person or salesperson will get in touch with the particular contact person, inquire about their requirements, and proceed accordingly. There is also an automation feature that runs every time whenever a particular criteria is met.
I use the solution in my company since we are interested in the application and all the activities that salespeople do. We track the email, then the appointment, and the feedback from the appointment. We schedule all the activities and then look at the sales process just to understand if all the activities are increasing in value if we have the information, the deal, and the technical requirements.
In the beginning, I used the tool to keep my business contacts. Then, we used it for our marketing emails and campaigns. It has a lot of capabilities. We can use it for daily business-related communications, too. It has a lot of templates.
I use the solution to manage my sales pipeline.
I have used Freshsales to follow up on transactions from Shopify. I use the WhatsApp feature and when the customer make an offer, we send confirmation about the order to the customer. I also use Freshsales for customer service.
We are a partner of Freshsales and use this solution for an education company.
We use Freshsales for lead processing, closing deals, contact management, tracking customer activities, calculating commissions and for generating all sales reports. Freshsales also allows us to manage sales across territories including the Caribbean, United States and parts of Latin America. In each of those territories, we have our own account managers and we use territory management to categorize contacts based on country, market segment and other criteria. We also make use of the solution for marketing campaigns using Freshdesk Messaging that allows to to drive communication with potential customers or leads to make announcements and divert questions from potential deals to our pre-sales department.