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Revisión de CRM de Freshsales: características, precios y ventajas y desventajas [2023]

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CRM de ventas frescas is a cloud-based software that helps businesses manage their sales processes. It offers a range of features such as lead management, contact management, deal management, and analytics. CRM de ventas frescas is suitable for businesses of all sizes and industries, making it a popular choice among sales teams.

One of the key benefits of Freshsales CRM is its user-friendly interface. The software is easy to use, even for those who are not tech-savvy. This makes it an ideal choice for small businesses or startups that may not have dedicated IT staff to help with implementation.

Otro benefit of Freshsales CRM is its free trial period. Users can test out the software before committing to a subscription, which allows them to see if it meets their needs without any financial risk.

CRM de ventas frescas also integrates with a range of third-party applications such as Zapier, Mailchimp, and Google Apps. This means that users can easily connect their existing tools and workflows with Freshsales CRM, making it even more powerful and efficient.

En términos de precios, CRM de ventas frescas offers several plans to choose from depending on the size and needs of your business. The plans range from basic to advanced features at different price points.

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ParámetroFreshsales CRM Rating (Out of 5)Explicación
Facilidad de uso4.5CRM de ventas frescas has a user-friendly interface and is easy to navigate for new and experienced users.
personalización4.0Offers a good level of customization options for fields, pipelines, and layouts.
Integración4.5Integrates well with various third-party applications, such as Mailchimp, Google Workspace, etc.
Seguimiento de ventas y análisis4.5Provides robust sales tracking features and in-depth analytics to monitor performance.
Manejo de liderazgo4.5Streamlines lead management with scoring, segmentation, and auto-assignment features.
Gestión de contactos4.0Allows for efficient contact management with detailed contact profiles and interaction tracking.
Automatización de marketing4.0Offers marketing automation features, including email campaigns and tracking.
Atención al cliente4.0Provides responsive customer support through various channels, including email and live chat.
Aplicación movil3.5Las aplicaciones móviles están disponibles para iOS y Android, pero algunas funciones pueden estar limitadas en comparación con la versión web.
Precios y Planes3.5Offers different pricing plans, but may not be the most affordable option for small businesses.

Overall Rating: 4.2/5

Freshsales CRM offers a comprehensive and easy-to-use solution for managing sales and customer relationships. It provides a wide range of features, including sales tracking, lead management, and marketing automation.

The platform also integrates well with third-party applications and offers good customization options. While the pricing may not be the most competitive for small businesses, Freshsales CRM delivers a solid overall experience for businesses of all sizes.

freshsales features

Why Small Businesses Need a CRM and Is Freshsales the Right Choice?

Small-sized businesses need to manage customer interactions and improve sales. A CRM system can help businesses track leads, manage customer data, and automate sales processes.

Con el right CRM system in place, small businesses can streamline their sales processes, improve customer engagement, and grow their business.

Seguimiento de clientes potenciales

One of the most important features of a CRM system is lead tracking. This feature allows businesses to keep track of potential customers and monitor their progress through the sales funnel.

By tracking leads, businesses can identify which prospects are most likely to convert into paying customers. This information is invaluable for small businesses that want to focus their resources on the most promising leads.

Customer Data Management

Another key feature of a CRM system is customer data management. A good CRM system will allow you to store all your customer data in one place, making it easy to access and analyze.

CRM data management best practices

This information can be used to create targeted marketing campaigns that are more likely to resonate with your audience.

Leer también: Prácticas recomendadas de gestión de datos de CRM

Sales Process Automation

A third benefit of using a CRM system is sales process automation. With a good CRM system in place, you can automate many aspects of your sales process, including lead nurturing, follow-up emails, and even invoicing. This frees up time for your team members to focus on other tasks that require more human interaction.

freshsales contact management

ventas frescas is an excellent choice for small-sized businesses looking for a reliable CRM solution. The platform offers a range of features that cater specifically to the needs of small businesses. One standout feature is lead scoring – this allows you to prioritize your leads based on how likely they are to convert into paying customers.

Otro great feature of Freshsales is email tracking – this allows you to see when someone has opened an email or clicked on a link within an email. This information can be used to follow up with prospects at just the right time.

Finally, Freshsales offers pipeline management – this allows you to visualize your sales funnel and track the progress of each lead through the various stages of the funnel. This information can be used to identify bottlenecks in your sales process and make adjustments as needed.

Freshworks CRM: Features and Benefits

Marketing Features: Create, Manage Campaigns, and Analyze Customer Behavior

Freshworks CRM is a powerful CRM software that offers a wide range of features and capabilities to help businesses streamline their sales and marketing processes. One of the advantages of Freshworks CRM is its marketing features, which allow users to create and manage campaigns, track leads, and analyze customer behavior.

Con Freshworks CRM’s marketing features, businesses can easily create targeted campaigns for specific audiences. The software allows users to segment their audience based on various criteria such as location, interests, behavior, etc., making it easier to target the right people with the right message. Freshworks CRM provides tools for creating landing pages and email templates that are optimized for conversion.

Another great feature of Freshworks CRM’s marketing capabilities is its lead-tracking functionality. This feature allows businesses to track leads from initial contact through to conversion. Users can see where leads are in the sales funnel at any given time, making it easier to prioritize follow-up efforts.

CRM de Freshworks also offers advanced analytics tools that allow businesses to gain insights into customer behavior. Users can track website visits, email opens/clicks, social media interactions, etc., giving them a complete view of how customers are engaging with their brand online.

Advanced Features: Voice Notes and Call Recording

In addition to its robust marketing features, Freshworks CRM also offers advanced features such as voice notes and call recording. These tools can help sales teams improve their communication with customers by providing a more comprehensive view of each interaction.

Voice notes allow sales reps to quickly record important details about a conversation without having to take extensive notes manually. This feature is especially useful when dealing with complex or technical information that may be difficult to capture accurately in written form.

Call recording is another valuable tool offered by Freshworks CRM. With this feature enabled, all calls made through the software are automatically recorded and stored for later review. This can be helpful in situations where there is a dispute over what was said during a call, or when trying to identify areas for improvement in the sales process.

Integration with Other Freshworks Products

The functionality of Freshworks CRM is enhanced by its integration with other Freshworks products, including Freshdesk and Freshchat. These integrations allow businesses to create a seamless customer experience across multiple channels.

Freshdesk is a help desk software that allows businesses to provide Atención al cliente through email, phone, chat, and social media. By integrating with Freshdesk, Freshworks CRM users can easily access customer support tickets and respond to inquiries directly from within the CRM software.

Freshchat is a live chat software that allows businesses to engage with customers in real time on their website or mobile app. With the integration between Freshworks CRM and Freshchat, businesses can capture leads directly from live chat conversations and track them through the sales funnel.

Customizable Features: Intuitive Interface

With its intuitive interface and customizable features, Freshworks CRM is a great choice for businesses of all sizes. The software allows users to customize fields, workflows, and reports to match their specific needs.

Freshworks CRM provides an easy-to-use drag-and-drop interface for creating custom dashboards. This feature allows users to quickly view key metrics such as lead sources, conversion rates, etc., without having to navigate through multiple screens or reports.

How Freshsales’ Contact Management Works

Contact Management Made Easy with Freshsales

Freshsales’ contact management system is a powerful tool that allows users to organize and manage their contacts in one place. With features such as contact scoring, predictive contact scoring, and the ability to import contacts from other sources, Freshsales makes it easy for users to keep track of all their important leads.

Organize Your Contacts with Contact Scoring

One of the key features of Freshsales’ contact management system is its contact scoring feature. This feature assigns a score to each contact based on their level of engagement, allowing users to prioritize their outreach efforts. The higher the score, the more engaged the contact is with your business.

Contact scoring can be customized based on your specific needs and goals. For example, you may want to assign a higher score to contacts who have visited your website multiple times or opened emails from your business. By focusing on high-scoring contacts, you can maximize your outreach efforts and increase the likelihood of converting leads into customers.

Predictive Contact Scoring Takes It One Step Further

Freshsales takes contact scoring one step further with its predictive contact scoring feature. This feature uses artificial intelligence to predict which contacts are most likely to convert, allowing users to focus on high-value leads.

Predictive contact scoring takes into account factors such as a lead’s job title, company size, and communication history with your business. By analyzing this data, Freshsales can identify which leads are most likely to become customers and prioritize them accordingly.

Import Contacts from Other Sources

In addition to adding new contacts directly into Freshsales, users can also import them from other sources such as spreadsheets or other CRMs. This makes it easy for businesses that are switching over from another CRM system or have existing lists of leads they want to add to Freshsales.

Cuando importing contacts into Freshsales, users can map fields from their existing source file onto corresponding fields in Freshsales. This ensures that all important information about each contact is transferred over accurately.

View Important Details About Each Contact

Freshsales’ contact management system also allows users to view important details about each contact, such as their job title, company information, and communication history. This makes it easy for users to quickly access all the information they need to engage with a lead effectively.

By having all this information in one place, users can easily track where each lead is in the sales process and tailor their outreach efforts accordingly. For example, if a lead has already expressed interest in a particular product or service, a user can follow up with more targeted messaging related to that offering.

Freshsales Pricing

freshsales pricing

Growth: Free for 3 Users with Limited Features

Freshsales offers four pricing plans for its CRM software, each tailored to meet the needs of different businesses. The Sprout plan is the basic plan and is free for 3 users. However, it has limited features compared to other paid plans. This plan is ideal for small businesses that are just starting out or those who want to test the waters before committing to a paid plan.

The Growth plan includes basic contact management, lead scoring, and email integration features. It also comes with a mobile app that allows you to access your CRM on the go. However, it lacks advanced features such as workflow automation, territory management, and custom reports.

Pro Plan: Starting at $39 per User per Month

The Pro plan is designed for growing businesses that require more advanced features than what the Growth plan offers. This plan starts at $39 per user per month and includes all the functionalities of both Growth and Pro plans along with additional capabilities such as event tracking, lead assignment rules, and web-to-lead capture forms.

With the Pro plan’s event tracking feature, you can track every interaction your leads have with your website or product. You can then use this data to identify which leads are most engaged with your brand and prioritize them accordingly.

Enterprise Plan: Starting at $69 per User per Month

The Enterprise plan is the most advanced plan offered by Freshsales and is designed for large enterprises with complex sales processes. This plan starts at $69 per user per month and includes all the functionalities of the other plans along with additional features such as lead and deal scoring, custom roles and permissions, and IP whitelisting.

With the Enterprise plan’s lead and deal scoring feature, you can prioritize your leads based on their likelihood to convert into paying customers. You can also use custom roles and permissions to control access to sensitive data within your organization.

Nominal Incentive Set-Up Fee for All Paid Plans

Freshsales charges a nominal incentive set-up fee for all its paid plans. This fee is a one-time payment that covers the cost of setting up your account on Freshsales CRM software. The fee varies depending on which pricing plan you choose but is generally affordable for most businesses.

Final Thoughts on Freshsales CRM

Freshsales CRM offers a comprehensive set of features and benefits for businesses of all sizes. From its intuitive contact management system to its affordable pricing plans, Freshsales has something for everyone.

One standout feature of Freshsales is its ability to integrate with other tools and applications seamlessly. This makes it easy for businesses to streamline their workflows and increase productivity. The platform’s AI-powered lead-scoring system helps sales teams prioritize their leads effectively.

While there are some minor drawbacks such as limited customization options and a slightly steep learning curve, these can be easily overcome with practice and patience. Overall, Freshsales CRM receives positive reviews from users who appreciate its user-friendly interface and robust functionality.

I highly recommend considering Freshsales CRM for your business needs. With its impressive features and competitive pricing plans, it is definitely worth checking out.

Lea también: Revisión de Insightly CRM

Revisión de CRM de Freshsales: características, precios y ventajas y desventajas [2023]
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