Freshsales

Avantages

Freshsales , est un outil CRM qui permet de gérer des e-mails à canaux multiples et plus encore pipeline pour conclure la vente plus facilement qui combine les fonctionnalités commerciales et marketing..

Inconvénients

Mon utilisation, Freshsales est idéal à l'automatisation des forces de vente pour augmenter la productivité et aussi l'amélioration dans la gestion de revenue,mais pas souvent il y a un petit bug sur l'interface c'est-à-dire les ponts avec Freshsales ne sont limpides .

Avantages

Freshsales est un logiciel très adapté à mes besoins. Car il me permets de gérer plusieurs choses à la fois. Je l'aime bien.

Inconvénients

Bon le monde évolue de jour en jour, donc il faut dynamiser un peu le logiciel.

Avantages

Excellent logiciel pour les ventes et la gestion de client.

Inconvénients

On ne peut pas être plusieurs sur le même deal.

Avantages

Freshsales' friendly user interface and extensive CRM features are definite pluses. The sales process is simplified because to the lead score and AI-driven insights, which assist prioritize and nurture leads more efficiently.

Inconvénients

The reporting capabilities, while competent, might benefit from greater customization choices. More granular data could be gleaned from reports if they were more adaptable.

Avantages

Easily view customer profiles.
Edit the views to see what is needed most - for example, we have important details at the top of their profile, like their contact details.
It records all communication in one location for quick access when needed.
Fairly simple navigation structure, search bar to find customers, navigation bar down the side to access different areas of their profile.
The analytics section allow you to create reports that can update themselves, making it easy to monitor and view necessary information, the reports also easily convert to an Excel Spreadsheet.
Our phone system is built into this system, meaning we can see who is calling and when you click their name, it brings you straight to the customer profile.
Automated emails when fields are updated take a lot of work off our hands.

Inconvénients

I've found creating Analytics Reports to be very complicated and difficult to understand - you need to follow the guidance on how to do this, or have help from someone who does understand, they did not seem simple to set up.
It will prompt you to refresh the page fairly often, meaning you lose you place on a page and have to scroll back down.
The system only allows for a certain amount of field's per customer, meaning you have to make learning records for the courses, which are on a different page from their profile and are not as easy to view.

Avantages

Cost-effective. It has a lot of integration capabilities and very useful from the sales and marketing perspective

Inconvénients

The base plan has vey limited features when compared to the other CRM softwares.

Avantages

It is a great first CRM when you are a small company just starting your business and growing your database.
I started using it in my previous role in a very small startup and it did the job for a while, the knowledge base management is great and quite intuitive. Would definitely recommend for a small budget and small startup.

Inconvénients

Some of the features were very tricky, the layout is not very intuitive and it is quite hard to see all your information.
Once again, if you try to scale or actually do forecast/sales pipeline review, I'm not sure it is the best tool

Alternatives envisagées 

Avantages

very comprehensive CRM tool which covers all sales related activities, integrated with Freshdesk ticketing tool as well so you can monitor your clients' tickets also, license price is very good as compared to other crmCRMproducts.

Inconvénients

reporting and analysis is bit limited to filters and available options, plus reporting and making dashboard analysis is bit difficult for non-technical person and technical person like admin has to engage with sales team to teach them how to prepare your reports, graphical representations and dash boards.

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

Freshsales is an intuitive CRM that is always seeking to better itself. I appreciate that my suggestions are not only heard but also acted upon. It's simple to integrate with your email and offers cross-platform support for apps like Acuity and Google Calendar.

Inconvénients

If the leads have different addresses, please don't ask for them twice. The CRM software FreshSales will flag a lead as duplicate if there are multiples with the same name.

Avantages

Great pipeline set-up and reporting.
Value for money is brilliant.
Intuitive.

Inconvénients

Not as slick as some of the bigger brands and doesn't have fancy features.

Avantages

- Good customer support team- Price- Customizations- Marketing capabilities- Add ons- Customer communication mediums (SMS/Email/Chat, Chat bots)

Inconvénients

- Product bugs- Feature limitations- Freshworks product integrations do not talk well with each other

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

Freshsales consolidates virtually every CRM and EDM function that my business needs. I've discontinued my Mailchimp and Zoho subscriptions as a result, and will probably continue cancelling some of my other subscriptions as Freshsales adds more features. The ease of use, capabilities, and value for money are, overall, excellent. I mostly use Freshsales for contact management, collecting self-reported attribution, and email marketing.

Inconvénients

As with many feature-dense products, there are some parts that are more polished/easier to use than others. I had a fair bit of trouble setting up certain automations, which was made more difficult because a lot of the documentation was out of date (I was saved by Freshworks' excellent support). I also had some trouble setting up self-reported attribution the way I wanted.

Alternatives envisagées 

Pourquoi choisir Freshsales 

Logiciel antérieur 

Pourquoi passer à Freshsales

Avantages

I like how simple it is to narrow down potential customers. I appreciate the convenience of being able to draft contracts for clients and have them sign them electronically. Having access to pre-made email templates, mass emailing, and detailed stats is also fantastic.

Inconvénients

The strict structure of Freshsales sometimes gets on my nerves. It's both helpful and confusing that there are so many filters to choose from. It can be a lot to take in at once.

Avantages

The interface is really good and the software is very easy to use. You can also run campaigns and sequences on your contacts with freshsales. Deals and pipeline management is very good and you can create all kinds of reports to keep track of everything.

Inconvénients

The onboarding process was a bit longer than expected, and integration with other tools is also a bit difficult. Other than that, there is a monthly limit of only 1000 marketing emails in a month which seems rather wrong and to increase that, you have to pay extra which is a lot.

Alternatives envisagées 

Pourquoi choisir Freshsales 

Pourquoi passer à Freshsales

Avantages

What it has is pretty easy to use, and finally with the addition of timeline view, getting different views is good. Creating reports is not easy, although very powerful.

Inconvénients

Mail integration is pointless for me. If set to 'auto', all emails from a client appear on all of their deals, rather than having intelligent algorithms that are deal-specific. Also, no search function on email page immediately makes have email sync pointless for me.
Sync is slow. I can add a deal, or a contact, but often won't appear in searches for a long time, so I can't start linking emails or creating new deals.

Avantages

The logical setup and the initial support.

Inconvénients

The lack of interest in sorting out some basic features which are essential to our company:1. The rating of leads by using a percentile calculation which is not relevant and the inability to delete previous incorrect ratings.2. Various small issues with functionality

Alternatives envisagées 

Pourquoi choisir Freshsales 

Logiciel antérieur 

Pourquoi passer à Freshsales

Avantages

The integration was quick and painless. The lead generation and omni channel support is outstanding

Inconvénients

We would like to see integrations with AI tools such as ChatGPT

Avantages

very easy to add new leads and update them. This software was part of our onboarding and i was blown away seeing all features. Very intuitive!!!

Inconvénients

the FAQs have limited answers but still their support team was able to clarify

Avantages

The ability to have automation, a place to track sales, pipelines, accounts, contacts, etc has been extremely helpful for our company and to be successful in marketing, increase name recognition, and focus on building relationships with customers rather the mundane things. Also the customization is great. Keep up the great work Freshsales!

Inconvénients

Better FAQ's that help teach about how workflows and journeys work.

Avantages

Deals pipeline, account and contact management

Inconvénients

workflows, cannot use more then 1 currency,

Avantages

The feature of Marketing Automation & Sales sequences are very good. I can modify it according to my convenience. I can create many journeys that can run simultaneously.

Inconvénients

Sometimes, customer support takes a lot of time to solve the queries.

Avantages

Easy navigation, user interface and experience

Inconvénients

Customer support isn’t fast as they should with resolution

Avantages

Overall functionalities that allows you to do a lot of sales and marketing actions

Inconvénients

Finding and exporting data could be hard. Especially when you don’t the process. Marketing automation quite hatd

Avantages

I really appreciate the simple, intuitive design of the dashboard, as it makes customization easy, and I can navigate between the different sections with ease. Freshsales is also good at how it sorts and classifies incoming mail, which helps us direct it to the responsible member directly, and this is reflected in the speed of response to customer requests. It is also good for the organizational capabilities that Freshsales provides, as we can create a file for each customer and we can save everything related to our relationship with him, including messages and invoices, and that they are saved on the cloud, which makes it easy to access them at any time. I greatly appreciate the scheduling capabilities that Freshsales provides, which allow us to organize the dates of sending emails or text messages to customers according to contact lists at appropriate times, and this is important so that we do not repeat messages in a random way that makes the customer feel bored. Freshsales is also great for the collaborative capabilities that it provides us as a team, where we can share updates on different tasks and also collaborate in preparing reports and marketing plans.

Inconvénients

Freshsales is easy to use, and it does not require a lot of time to master its effective use, in addition to that the subscription prices are appropriate and are not considered an obstacle to the involvement of all team members.

Avantages

You can manage deals, deal stages, forecasting, and a lot more extremely well within this tool. It is surprisingly strong as a standard sales CRM and will meet most, if not all needs, for a small to mid-size company. It is a stronger offering that many that target this same segment.

Inconvénients

There is a lack of global integrations that make life easier, and as needs get more complex in reporting, deal structure, etc. Also, in the prospecting stages, it simply doesn't do well enough in tracking (which may again be an issue of integration, but is problematic). Leads are better tracked in another tool.