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WHAT'S LEAD SCORING? WHY DO I NEED IT : FRESHSALES Sprout Blossom Garden Estate Forest. Lead scoring helps to quantify and rank the most active prospects. Lead scoring is a yardstick to identify the most sales-ready prospects from the rest. This score can be based on the Lead’s level of engagement with the sales rep. Only an Admin of the Freshsales account can configure the lead scoringrules.
WHY SHOULD I CONNECT MY EMAIL WITH FRESHSALES? : FRESHSALES 3. If you use a private IMAP server, hit Connect on the Others icon. Then enter your email, password, IMAP and SMTP server name, port number and click Save. After connecting your email, a success message is displayed along with your email service’s IMAP details and you’re all set to receive emails. 8 CEOS WHO WERE ONCE SALES REPS. NOTE: FORTUNE 500S IN In a Gallup poll, car and insurance salespeople were among the three least trusted professionals in the United States.. But according to another Heidrick & Struggles survey, nearly 20% of Fortune 500 CEOs started out in sales and marketing.. Salespeople are often seen as smooth talkers, and everyone — from the common man to Steve Jobs — has an opinion against them. FRESHSALES | REFRESHINGLY NEW CRM & DEAL MANAGEMENT SOFTWARE Freshsales is an intuitive CRM that helps sales reps take the guesswork out of sales. With the built-in phone and email, tasks, appointments and notes, sales reps needn’t have to toggle between tabs to follow up on prospects. You can manage your deals better with the pipeline view and drive more deals to SUPPORT : FRESHSALES Explainer videos that help you use Freshsales features better. General Settings Learn to set up your freshsales account and get started by bringing your team onboard Email Get a good understanding of how email works on Freshsales and dive deep into email management Phone Get an idea of how phone works- learn how to configure your phone and buy HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. HOW TO CREATE A DKIM FOR YOUR GODADDY DOMAINS? : FRESHSALES Under Domains, click the Manage DNS button for the domain you want to verify. The DNS Manager page will open with information about existing DNS records. Go down to the Records section and click the Add button to add a DNS record. Choose CNAME from the drop-down menu, Type. In the Points to field, enter fsemail.freshsales.io. Finally click Save HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. WHAT IS THE DIFFERENCE BETWEEN A LEAD AND A CONTACT Contact: The lead's personal details such as Name, Mobile number, Address etc. is transferred to the Contact fields of the newly created contact. 2. Account: All company-related information gets listed under the Accounts field. If the company name is already registered with WHAT ARE FREDDY'S DEAL INSIGHTS AND HOW TO USE THEM Freddy tracks the activity on all deals in your Freshsales account, predicts its outcomes, assigns tags to them, and displays them on the Freddy view. The Freddy view plots all Freddy-tagged Deals as colored bubbles on an Age/Deal score graph. Note: Freddy Deal Insights works on the basis of an ML model. The model is updated once every 30minutes.
WHAT'S LEAD SCORING? WHY DO I NEED IT : FRESHSALES Sprout Blossom Garden Estate Forest. Lead scoring helps to quantify and rank the most active prospects. Lead scoring is a yardstick to identify the most sales-ready prospects from the rest. This score can be based on the Lead’s level of engagement with the sales rep. Only an Admin of the Freshsales account can configure the lead scoringrules.
WHY SHOULD I CONNECT MY EMAIL WITH FRESHSALES? : FRESHSALES 3. If you use a private IMAP server, hit Connect on the Others icon. Then enter your email, password, IMAP and SMTP server name, port number and click Save. After connecting your email, a success message is displayed along with your email service’s IMAP details and you’re all set to receive emails. 8 CEOS WHO WERE ONCE SALES REPS. NOTE: FORTUNE 500S IN In a Gallup poll, car and insurance salespeople were among the three least trusted professionals in the United States.. But according to another Heidrick & Struggles survey, nearly 20% of Fortune 500 CEOs started out in sales and marketing.. Salespeople are often seen as smooth talkers, and everyone — from the common man to Steve Jobs — has an opinion against them. SOLUTIONS : FRESHSALES Mobile App 2. FAQs and Use cases - Freshsales App. Offline Feature (V1) - Mobile App. Support Webinar 1. Freshsales Support Webinar Links. Freshworks CRM - Chat 0. Freshworks CRM 1. Standalone Org VsFreshworks CRM.
SUPPORT : FRESHSALES Explainer videos that help you use Freshsales features better. General Settings Learn to set up your freshsales account and get started by bringing your team onboard Email Get a good understanding of how email works on Freshsales and dive deep into email management Phone Get an idea of how phone works- learn how to configure your phone and buy HOW TO LOG IN TO FRESHSALES? : FRESHSALES Info: If acmey.freshsales.io is your Freshsales CRM platform, then your domain name is acmeyCRM : FRESHSALES
Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Features include one-click phone, sales lead tracking, sales management, event tracking and more. HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. HOW TO CREATE A DKIM FOR YOUR GODADDY DOMAINS? : FRESHSALES Under Domains, click the Manage DNS button for the domain you want to verify. The DNS Manager page will open with information about existing DNS records. Go down to the Records section and click the Add button to add a DNS record. Choose CNAME from the drop-down menu, Type. In the Points to field, enter fsemail.freshsales.io. Finally click Save HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. PYTHON LIBRARY : FRESHSALES STEP 1: Getting started. 2. FreshsalesAnalytics package contains all the core classes needed to push analytics data. Import this package in your classes. 3. Instantiate the core analytics class FreshsalesAnalytics with the snippet below. 4. Replace the " "and " " with your portal url and app token. You can find it under WHAT'S LEAD SCORING? WHY DO I NEED IT : FRESHSALES Sprout Blossom Garden Estate Forest. Lead scoring helps to quantify and rank the most active prospects. Lead scoring is a yardstick to identify the most sales-ready prospects from the rest. This score can be based on the Lead’s level of engagement with the sales rep. Only an Admin of the Freshsales account can configure the lead scoringrules.
SEVEN QUESTIONS TO HELP YOU PLAN YOUR FIRST EXECUTIVE Source — Giphy. This is a question you should be asking before you schedule the meeting. If it’s your first meeting in the account you should be aiming for the highest level executive you can reach — assuming the solution you’re selling affects them. HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it fromanywhere in
HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. DATA API - FRESHWORKS Signature of the user in HTML format. domainName - Returns the domain name of the current account. As Freshsales v2 APIs do not support custom CNAMEs, it is highly recommended to use this method to obtain the Freshsales domain name and to make API calls. The following table shows the attribute of the domainName object. PYTHON LIBRARY : FRESHSALES STEP 1: Getting started. 2. FreshsalesAnalytics package contains all the core classes needed to push analytics data. Import this package in your classes. 3. Instantiate the core analytics class FreshsalesAnalytics with the snippet below. 4. Replace the " "and " " with your portal url and app token. You can find it under HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CONNECT MY OFFICE365 EMAIL ACCOUNT TO FRESHSALES To connect your email with IMAP. Go to Profile Settings and click Connect your email. This opens the Connect email section on the profile settings page. Click the Office 365 icon. This brings up the OTHER MAILBOX overlay where you can configure your Office 365 sync. The mailbox overlay appears with the IMAP and SMTP server name andport number
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO CREATE A SPF RECORD : FRESHSALES The emails that you send to your prospects might run the risk of being marked as spam. To prevent this from happening, all you need to do is create a Sender Policy Framework (SPF) record by modifying your DomainName System.
HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it fromanywhere in
HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. DATA API - FRESHWORKS Signature of the user in HTML format. domainName - Returns the domain name of the current account. As Freshsales v2 APIs do not support custom CNAMEs, it is highly recommended to use this method to obtain the Freshsales domain name and to make API calls. The following table shows the attribute of the domainName object. PYTHON LIBRARY : FRESHSALES STEP 1: Getting started. 2. FreshsalesAnalytics package contains all the core classes needed to push analytics data. Import this package in your classes. 3. Instantiate the core analytics class FreshsalesAnalytics with the snippet below. 4. Replace the " "and " " with your portal url and app token. You can find it under HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CONNECT MY OFFICE365 EMAIL ACCOUNT TO FRESHSALES To connect your email with IMAP. Go to Profile Settings and click Connect your email. This opens the Connect email section on the profile settings page. Click the Office 365 icon. This brings up the OTHER MAILBOX overlay where you can configure your Office 365 sync. The mailbox overlay appears with the IMAP and SMTP server name andport number
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO CREATE A SPF RECORD : FRESHSALES The emails that you send to your prospects might run the risk of being marked as spam. To prevent this from happening, all you need to do is create a Sender Policy Framework (SPF) record by modifying your DomainName System.
HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. HOW TO CREATE A SPF RECORD : FRESHSALES The emails that you send to your prospects might run the risk of being marked as spam. To prevent this from happening, all you need to do is create a Sender Policy Framework (SPF) record by modifying your DomainName System.
CREATING EMAIL TEMPLATES IN FRESHSALES : FRESHSALES To create email templates, Go to Conversations > Email Templates. The list of email templates in your account is shown here. Click the New template button. In the Add template overlay, enter a name for your template which your team can relate to in a flash. For example, if you’re creating a template to send emails to the newly signed upleads
HOW TO EXPORT A CONTACT FROM FRESHSALES? : FRESHSALES DETAILED STEPS: On your Freshsales application, head to the contacts section. Find the contact of your choice and open the same. Find the button and click the same. You will be presented with a drop down menu that allows you to execute various actions on your contact. Click the export button. This will initiate the process of creating a HOW TO CUSTOMIZE MY EMAIL SIGNATURE : FRESHSALES The customized email signature gets automatically prefilled in the body of your email every time you send, reply to or forward an email in Freshsales. To customize your email signature. Click your Profile photo > Settings > Email Settings. Under Email Signature , Type the desired text in the editor. You can also upload an image by clickingthe
DOES FRESHSALES ENRICH LEAD, CONTACT AND ACCOUNT Tweet. Applicable plans. Sprout Blossom Garden Estate Forest. Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the same. Here’s an example of how a lead's information is auto enriched, WHAT IS CPQ ADD-ON? HOW DOES THE ADD-ON WORK? : FRESHSALES Modified on: Thu, 6 May, 2021 at 3:33 PM. CPQ is the Configure, Price, Quote add-on available in Freshsales. Sales teams can easily create documents in a few clicks using pre-set templates and add products from the product catalog. HOW TO USE FRESHSALES' OUTLOOK ADD-IN? : FRESHSALES With the Freshsales Outlook Add-in, users can access information about their Freshsales Leads/Contacts from within Outlook. Whenever an email is opened, the add-in brings up information about relevant Leads/Contacts on the side panel, thereby enabling users to gain context about their prospects before engaging with them. CSV IMPORT TROUBLESHOOTING STEPS : FRESHSALES CSV Troubleshooting steps: Check for the format (CSV) of the file. The best practice is to download as a CSV file from Google sheets. Ensure all the mandatory fields are added in the CSV file and have the relevant information. Map all the mandatory fields for the “Import” option to enable. HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it fromanywhere in
HOW TO USE FILTERS TO REFINE A LIST OF RECORDS? : FRESHSALES The Freshsales mobile app offers filters in Lead, Contact, Account, and Deal modules to refine the list of records. Freshsales offers a set of default filter views like My leads, New leads, All leads, etc. which can be accessed by tapping the button from a list page. However, you can also create your own custom views from scratch by applying newfilters.
HOW TO USE TASKS TO COLLABORATE WITH YOUR TEAM : FRESHSALES Assigning tasks to mulitple users ensures that the team can collaborate on the task and get it done even when the owner of the task is away and unable to complete it. Go to My Appointments & Tasks > Tasks. Choose a task and click Edit. In the Edit Task overlay, under Collaborators search for the names of the users you want to share thetask with.
HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. DOES FRESHSALES ENRICH LEAD, CONTACT AND ACCOUNT Tweet. Applicable plans. Sprout Blossom Garden Estate Forest. Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the same. Here’s an example of how a lead's information is auto enriched, WHAT'S LEAD SCORING? WHY DO I NEED IT : FRESHSALES Sprout Blossom Garden Estate Forest. Lead scoring helps to quantify and rank the most active prospects. Lead scoring is a yardstick to identify the most sales-ready prospects from the rest. This score can be based on the Lead’s level of engagement with the sales rep. Only an Admin of the Freshsales account can configure the lead scoringrules.
HOW TO SET NOTIFICATION ALERTS? : FRESHSALES 1. Click the notification alert icon. A notification, that directs you to set your choice of notifications appears. 2. Click on and get directed to the profile settings page. Select the checkbox beside ' Set Alerts & Reminders ' or ' Set Notifications ' you want to enable. Choose the time (in minutes) when you want to be reminded about thetask
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it fromanywhere in
HOW TO USE FILTERS TO REFINE A LIST OF RECORDS? : FRESHSALES The Freshsales mobile app offers filters in Lead, Contact, Account, and Deal modules to refine the list of records. Freshsales offers a set of default filter views like My leads, New leads, All leads, etc. which can be accessed by tapping the button from a list page. However, you can also create your own custom views from scratch by applying newfilters.
HOW TO USE TASKS TO COLLABORATE WITH YOUR TEAM : FRESHSALES Assigning tasks to mulitple users ensures that the team can collaborate on the task and get it done even when the owner of the task is away and unable to complete it. Go to My Appointments & Tasks > Tasks. Choose a task and click Edit. In the Edit Task overlay, under Collaborators search for the names of the users you want to share thetask with.
HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. DOES FRESHSALES ENRICH LEAD, CONTACT AND ACCOUNT Tweet. Applicable plans. Sprout Blossom Garden Estate Forest. Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the same. Here’s an example of how a lead's information is auto enriched, WHAT'S LEAD SCORING? WHY DO I NEED IT : FRESHSALES Sprout Blossom Garden Estate Forest. Lead scoring helps to quantify and rank the most active prospects. Lead scoring is a yardstick to identify the most sales-ready prospects from the rest. This score can be based on the Lead’s level of engagement with the sales rep. Only an Admin of the Freshsales account can configure the lead scoringrules.
HOW TO SET NOTIFICATION ALERTS? : FRESHSALES 1. Click the notification alert icon. A notification, that directs you to set your choice of notifications appears. 2. Click on and get directed to the profile settings page. Select the checkbox beside ' Set Alerts & Reminders ' or ' Set Notifications ' you want to enable. Choose the time (in minutes) when you want to be reminded about thetask
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it from anywhere in Freshsales HOW TO USE FILTERS TO REFINE A LIST OF RECORDS? : FRESHSALES The Freshsales mobile app offers filters in Lead, Contact, Account, and Deal modules to refine the list of records. Freshsales offers a set of default filter views like My leads, New leads, All leads, etc. which can be accessed by tapping the button from a list page. However, you can also create your own custom views from scratch by applying newfilters.
SOLUTIONS : FRESHSALES Mobile App 2. FAQs and Use cases - Freshsales App. Offline Feature (V1) - Mobile App. Support Webinar 1. Freshsales Support Webinar Links. Freshworks CRM - Chat 0. Freshworks CRM 1. Standalone Org VsFreshworks CRM.
HOW TO ADD CUSTOM FIELDS IN FRESHSALES CRM : FRESHSALES 1. Adding custom fields. Based on your needs, you can add new field types. The number of custom fields that can be added depends on your plan. 2. Mapping lead fields to suitable contact, account or deal fields. Map your lead fields to ensure that all lead information gets carried forward on conversion. 3. HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CREATE A DKIM FOR YOUR GODADDY DOMAINS? : FRESHSALES Under Domains, click the Manage DNS button for the domain you want to verify. The DNS Manager page will open with information about existing DNS records. Go down to the Records section and click the Add button to add a DNS record. Choose CNAME from the drop-down menu, Type. In the Points to field, enter fsemail.freshsales.io. Finally click Save HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. PYTHON LIBRARY : FRESHSALES STEP 1: Getting started. 2. FreshsalesAnalytics package contains all the core classes needed to push analytics data. Import this package in your classes. 3. Instantiate the core analytics class FreshsalesAnalytics with the snippet below. 4. Replace the " "and " " with your portal url and app token. You can find it under HOW TO SET NOTIFICATION ALERTS? : FRESHSALES 1. Click the notification alert icon. A notification, that directs you to set your choice of notifications appears. 2. Click on and get directed to the profile settings page. Select the checkbox beside ' Set Alerts & Reminders ' or ' Set Notifications ' you want to enable. Choose the time (in minutes) when you want to be reminded about thetask
HOW TO CONNECT MY OFFICE365 EMAIL ACCOUNT TO FRESHSALES To connect your email with IMAP. Go to Profile Settings and click Connect your email. This opens the Connect email section on the profile settings page. Click the Office 365 icon. This brings up the OTHER MAILBOX overlay where you can configure your Office 365 sync. The mailbox overlay appears with the IMAP and SMTP server name andport number
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WHAT'S NEW IN FRESHWORKS CRM? The Freshworks CRM acts as a single source of truth for your business and provides a 360° view of your customer, by capturing and combining customer experiences in one place. Learn more about what it can do foryour business.
Explore Capabilities WHY CHOOSE FRESHWORKS CRM? WHY FRESHWORKS CRM (FORMERLY FRESHSALES)? * Use built-in email and phone powered by Freshcaller * Find the best sales leads * Have relevant conversations * Get smarter with email * Manage sales pipeline better WHY FRESHWORKS CRM (FORMERLY FRESHSALES)? USE BUILT-IN EMAIL AND PHONE POWERED BY FRESHCALLER Make more calls, send targeted emails, and get in touch with your prospects, in just a click. FIND THE BEST SALES LEADS Surface your high potential leads - those who exhibit sales-ready buying signals and behaviors. HAVE RELEVANT CONVERSATIONS Dive deep into a prospect’s engagement level, get context, and planyour conversations.
GET SMARTER WITH EMAIL MANAGE SALES PIPELINE BETTER Easily track the progress of your deals. Add tasks, set up meetings, send mails and make calls from the deal card. OVER 40,000 CUSTOMERS TRUST US__
“We initially had Salesforce CRM but didn’t really use it. The instance was incredibly complicated because it allows for so much customization that you end up doing nothing.When we explored Freshsales CRM, the first thing I remember saying is, okay, the interface is clean and simple.”GERMAIN BRION
VP-Sales,
Chargebee __
Freshsales is a better alternative to Salesforce. Learn more__
“Over time, Insightly seemed like a basic contact management system, and it didn’t offer much to improve our sales practice. After a while, we practically used it as nothing more than a database. We didn’t really know all the features we needed until we discovered Freshsales. So many new and beneficial features, like email tracking and lead scoring (which was entirely new and fascinating). The bulk editing within the application is a huge time-saver for ourcampaigns.”
ALLISON SANKA
Director of Marketing Operations Planned Giving Marketing __ Freshsales is a better alternative to Insightly. Learn more__
“Prior to using Freshsales, our processes were largely manual. There was a huge risk of deals falling through the cracks. The amount of time we took from analysis to installation was a mess, and we honestly faced a lot of customer-related issues. Today, I can’t tell you how often I hear employees from different departments telling me-Wow! You save me hours every week!”ROB SCHMIDT
CTO
Offset Solar __
Read the full case study__
“For a business like ours with an anticipated high-velocity sales, you only want to make a sales CRM decision once. We explored multiple CRMs before choosing Freshsales. Pipedrive had limited capabilities; we weren’t able to easily track our customer journey end-to-end and spot our best leads. Salesforce was way too complex in addition to being expensive. With Freshsales, the interface is straightforward, we get deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one hassle-free package.”ANTONIO PALANCA
CEO and Co-founder
The HiveXchange __
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TRY US. YOU WILL LOVE THE FRESHWORKS CRM (FORMERLY FRESHSALES)EXPERIENCE.
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