Sales Manager Managed Services and Digital Solutions at Alosys Communications
Real User
Top 20
2024-07-04T14:07:38Z
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
2022-04-07T01:40:08Z
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.
We asked PeerSpot users what they thought the most essential aspects of a CRM Customer Engagement Center was, and this is how they responded: As with most technology the CRM CEC needs to be comfortable and easy to use, adapting to the varying needs of the user. This includes the flexibility to integrate with other data sources and to generate customized results. Equally important was the ability to track and support customer journeys from beginning to end, monitoring performance, and...
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.