Freshworks CRM Review: Empowering Sales Managers for Success
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Unlock sales success with Freshsales CRM. Elevate performance, analytics, and efficiency. Discover our CRM's powerful features
In today's competitive business landscape, sales managers need a robust CRM (Customer Relationship Management) system to streamline their operations, monitor performance, and drive growth. Freshworks offers Freshsales CRM, an outstanding solution that's earned our top pick for sales managers. In this comprehensive review, we'll delve into Freshsales, highlighting its pros, cons, features, ease of use, pricing, and more. By the end, you'll understand why Freshsales stands out as an ideal choice for sales managers seeking to supercharge their strategies and sales success.
Introduction:
Freshsales, part of the Freshworks suite of solutions, is a standalone CRM that provides businesses with an extensive toolkit for managing customer relationships. It offers a comprehensive set of features designed to support sales managers in guiding the entire customer journey, from initial lead contact to closing deals. Let's dive deeper into why Freshsales shines as the best CRM for sales managers.
Pros:
Streamlined Operations: Sales managers can optimize their processes with Freshsales' customizable dashboards, permission settings based on roles, and automated lead assignment based on experience and performance. This level of customization empowers sales teams to work efficiently and effectively.
Unified Client Interactions: Freshsales excels by offering a built-in dialer, chat widget, and social media integrations on all plans. This consolidation of client interactions within a single platform enhances communication and collaboration.
E-commerce Integration: Freshsales impresses with a Shopify integration and a Configure, Price, Quote (CPQ) module, making it an excellent choice for e-commerce businesses. This functionality streamlines operations, reduces manual effort, and enhances the sales process.
Cons:
Tier Limitations: The lowest tier of Freshworks CRM lacks some essential features, and the top tier doesn't provide significantly more features compared to the middle tier. It's essential to carefully evaluate your specific needs and prioritize core functionalities before expanding.
Feature Overload: Freshsales offers a plethora of features, which might be overwhelming for new CRM users. To mitigate complexity and costs, focus on your core requirements before exploring additional functionalities.
Workflow Interruptions: Customizing specific software elements can sometimes result in new tabs opening, potentially disrupting workflow. Users should be aware of this when making customizations.
Why Freshsales Is the Best CRM for Sales Managers:
Freshsales offers all the essential CRM features for managing customer relationships, including contact and deal management, lead generation, and client communication. However, it goes a step further by allowing managers to create team-specific sales workflows, reports, tasks, and appointments. This level of customization and automation makes it an ideal choice for sales managers looking to enhance their sales strategies.
Features and Functionality:
Reporting and Analytics: Freshsales provides robust reporting functionality, allowing sales managers to transform data analytics into visual dashboards. This tool offers insights into sales performance, workloads, sales trends, forecasts, and more. Team- and territory-based reports are available on the Pro and higher levels, enabling informed decision-making.
Omnichannel Communication: Freshsales seamlessly integrates email, telephony, social media messaging, private messaging apps, chatbots, and SMS marketing into its platform. This integrated approach enhances productivity for sales teams and empowers marketers to improve campaigns.
Built-in Phone Functionality and Automation: The CRM features built-in calling capabilities, allowing users to use their existing business phone numbers or acquire new toll-free numbers. Interactive voice response (IVR) systems and call recording functionalities streamline sales communication. Automation tools enable precise timing in customer journeys and notification of critical changes.
E-commerce Integration: E-commerce businesses benefit from Freshsales' capabilities to send messages through SMS, social media, and more directly from the CRM. The CPQ module simplifies the process of generating and sending quotes and contracts to customers. A customizable Shopify integration further enhances e-commerce operations.
AI-Powered Assistant: Freddy AI, Freshsales' artificial intelligence tool, offers data-driven insights into sales efforts and strategies. It generates reports and recommends next steps to increase the chances of closing deals. Predictive lead scoring and the ability to flag stalled deals as "at risk" contribute to more effective sales strategies.
Workflow Automation: Automating routine tasks ensures consistent workflows and frees sales agents to focus on closing deals. Freshsales' automation capabilities include sending emails at precise points in the customer journey, updating customer records, creating tasks, moving deals through pipeline stages, and notifying team members of important changes.
Pricing:
Freshsales offers multiple service levels, including a Free plan and a generous 21-day free trial. The pricing structure includes:
Growth ($15 per user per month): Includes features like custom fields, automated workflows, product catalog, custom reports, two-way email sync, and more.
Pro ($39 per user per month): Offers advanced features, such as custom sales activities, time-based workflows, AI-powered deal insights, and 5GB of file storage per user.
Enterprise ($69 per user per month): Includes additional features like website tracking, advanced sales metrics, 100GB of file storage per user, and a dedicated account manager.
Add-ons and the Freshsales Suite, encompassing CRM software, marketing services, and more, provide flexibility for various business needs.
Onboarding and Implementation:
Freshsales features an intuitive interface and easy setup. Users can access an extensive online resource library and enjoy 24/5 phone, email, and chat support. Onboarding may vary based on your plan and customization level, but it's supported by online guides and customer support.
Customer Support:
Freshsales offers comprehensive customer support, including an extensive knowledge base, online ticket submission, email support, and 24-hour assistance via live chat and a toll-free phone call. The responsive sales team is ready to assist users.
Limitations:
While Freshsales offers numerous valuable features, there are some limitations to consider:
Pricing plans could include more features.
Feature overload might pose a challenge for less experienced CRM users.
Customization processes, while extensive, may involve opening multiple tabs.
Conclusion:
Freshsales CRM by Freshworks is a standout solution for sales managers. It offers an array of features and tools to streamline operations, improve sales performance, and guide the entire customer journey. With a user-friendly interface, integrated communication channels, e-commerce integration, and robust reporting, it's a top choice for businesses seeking CRM excellence. While there are some pricing plan limitations and potential feature overload, Freshsales remains an excellent choice for sales success.
In the competitive world of sales, Freshsales CRM empowers you to build stronger customer relationships, boost sales performance, and achieve your strategic goals. Choose Freshsales and experience the difference it can make for your sales team.
Affiliate Links:
Freshworks offerings:
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