Customer relationship management (CRM) software has become an indispensable tool for businesses of all sizes. An effective CRM software centralizes all customer data in one place, provides insights through reporting and analytics, and helps sales teams manage relationships for increased growth and profitability. One such AI-powered CRM that has been making waves is Freshworks' Freshsales.
In this comprehensive guide, we will explore some of the standout features and functionalities of Freshsales that can help your business sell smarter and close deals faster. I recently created a video walking through six quick, actionable tips on using Freshsales based on our experience here at Software Oasis. This article will expand on those tips and provide a detailed look at how Freshsales can transform your sales process.
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Our Video With Freshsales Tips, And Tricks for Boosting Sales Performance
1. Utilize AI for Data Enrichment
As I mentioned in the video, one of the most significant advantages of Freshsales is the built-in AI assistant called Freddie. Freddie helps automate and enhance many sales tasks, including data enrichment. As I said in the video, “You can use the auto profile enrichment features to automatically append data to your records to accurately auto-fill publicly and socially available information into your contact data records.”
Having complete and up-to-date data on your prospects and customers is critical for sales teams. The data enrichment capabilities in Freshsales can automatically pull in relevant information from public sources and social networks to complete contact profiles. This saves teams countless hours of manual research and data entry.
Some data that can be automatically enriched include full names, job titles, company details, email addresses, phone numbers, social media profiles, and more. Freddie will continually update and verify data to keep profiles current. This level of automated data enrichment ensures you always have the most accurate information to qualify and engage leads.
Related Article: CRM Software: The Ultimate Guide For Businesses Of All Sizes
2. Leverage Built-in Integrations
Another significant benefit highlighted in the video is the wide range of built-in integrations available in Freshsales to connect with other business apps. As I explained, “You can see integrations here in the launch pad, broken into different categories including accounting and invoicing, data sync, files, and proposals to enrich your experience.” One of my top Freshsales tips is to utilize the built-in phone and email capabilities to streamline your outreach.
Seamlessly integrating Freshsales with tools you already use eliminates data silos, reduces manual work, and provides a unified view of the customer. Some famous examples I called out are accounting apps like QuickBooks, Stripe, Xero, and Chargebee. You can also connect to marketing automation platforms, phone systems, file-sharing tools, and more.
With the Freshsales API and integrations marketplace, it's easy to build custom connections to proprietary apps your team relies on. This unified integration ecosystem gives sales teams the data they need within Freshsales without constantly switching between platforms.
3. Prioritize Accounts and Deals
As a sales leader, one of my top tips in the video was to “prioritize your accounts and deals. Freshsales uses data to determine which accounts and deals have the highest potential.” This deal scoring and prioritization engine help ensure your team is focused on the opportunities likely to close.
Freddie AI analyzes factors like deal size, customer fit, engagement levels, and more to score each deal in your pipeline automatically. Higher-scored deals are marked as hot prospects so your team knows where to focus their energy. Similarly, account scoring helps identify your most valuable customers and upsell opportunities.
By keeping your sales team's attention on the accounts and deals that matter most, Freshsales helps ensure no hot prospects slip through the cracks. The prioritization engine provides the necessary visibility to work on the right deals and accelerate growth. Freshsales tips like creating sales playbooks for your team can help improve processes and increase productivity.
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4. Use Contact Scoring to Identify Qualified Leads
In addition to deal and account scoring, Freshsales makes it easy to identify your most sales-ready leads through automated contact scoring. As I explained in the video, “Use the Freddie AI contact scoring feature to automatically assign each contact a score based on their attributes and engagement with your business.”
This contact scoring allows you to see which leads are heating up so you can focus your outreach accordingly. Contacts are scored based on demographics, behavior, social activity, email engagement, and more. Higher-scored contacts are immediately flagged so sales teams know who to prioritize for follow-up.
With Freddie AI constantly evaluating and scoring contacts, Freshsales ensures you never miss out on qualified leads ready to convert. Contact scoring is an invaluable tool for efficient lead qualification and pipeline growth. Helpful Freshsales tips involve setting up lead-scoring rules and sales alerts to identify hot prospects and notify reps about key events.
5. Implement Next Best Actions
One of my favorite Freddie AI features highlighted in the video is Next Best Actions. As I explained, “Freddie AI can use smart suggestions to detect out-of-office responses, manage calendars, reschedule appointments, and more.” This automation eliminates manual sales tasks, so reps stay focused on selling.
Freddie will analyze emails and calendar data to provide suggested next steps to keep deals moving. For example, it can detect out-of-office replies and automatically schedule follow-up tasks. Meeting notes, call summaries, and reminders are also auto-logged to keep everything organized in one place.
By reducing time spent on administrative tasks, Next Best Actions allows your sales team to focus on having quality conversations to move opportunities forward. This automation delivers the small but powerful productivity boosts that help reps sell more efficiently.
6. Monitor Performance with Reports and Dashboards
In the video, I emphasized monitoring metrics and making data-driven decisions. As I said, “There's a ton of information built in. Monitor your key metrics and make data-driven decisions with Freddie AI-powered prebuilt or custom reports and visual dashboards.” My favorite Freshsales tips use reports and dashboards to gain visibility into pipeline health, rep performance, and other sales metrics.
Freshsales provides extensive reporting and analytics capabilities to help managers understand what's working and quickly identify areas for improvement. Prebuilt reports give visibility into sales performance, pipeline trends, customer engagement, and more. Dashboards allow you to visualize key metrics in real time.
With custom reports and dashboards, you can easily track metrics unique to your sales process. Robust analytics ensures you have the actionable insights to fine-tune your sales strategy over time. Ongoing performance monitoring through Freshsales reporting ultimately drives better results.
We believe an effective CRM system is the foundation of a successful sales strategy, enabling businesses to build strong relationships and provide excellent customer service. By managing all interactions in one place, a CRM empowers sales teams to work smarter, close more deals, and drive revenue growth. Jotform has a similar thought.
7. Bonus Tip: Leverage Sales Analytics
In the video, I suggested taking advantage of Freddie's sales analytics as a bonus tip. As I said, “Leverage Freddie AI's sales analytics to gain insights into your sales pipeline, deal progress, and customer engagement.”
These built-in sales analytics provide a wealth of insights to help you manage your pipeline and team for maximum effectiveness. You can analyze trends across pipeline stages to identify bottlenecks. Drill into win/loss metrics to see what's working. Review deal progression rates to improve forecasting.
The analytics also give visibility into customer engagement levels, rep performance trends, activity rates, and more. With these data-driven insights, you can fine-tune processes and optimize coaching. Freddie AI makes it easy to base decisions on complex sales.
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Freshsales provides a robust AI-driven sales CRM with features to help your team sell more efficiently and effectively. As this video covers, key capabilities include automated data enrichment, robust integrations, deal prioritization, contact scoring, next-best actions, performance analytics, and insightful reporting.
Leveraging the Freddie AI assistant, Freshsales gives the data-driven insights needed to identify hot prospects, focus on high-potential deals, increase productivity, and make informed decisions. Seamless integrations eliminate silos between systems to provide a unified view of the customer. Ongoing sales analytics help optimize processes over time.
With Freshsales, sales teams have everything they need to work smarter, build pipelines, move deals forward, and accelerate revenue growth. The solution transforms CRM and sales engagement with the power of artificial intelligence.
To experience Freshsales yourself, sign up for a Free demo with no credit card required.