Freshsales

Avantages

Excellent logiciel pour les ventes et la gestion de client.

Inconvénients

On ne peut pas être plusieurs sur le même deal.

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

It's comprehensive as this has functionalities for both sales and marketing. This also has freshchat feature which we are using on our website.

Inconvénients

The support is not good and on the other hand they have made a newer version of it and it took 6 months to migrate us to newer version for the older one.

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

Freshsales has lots of good features, and the price is reasonable compared to others in the market. The customer service and support desk is stellar; they are always available to chat and assist within minutes.

Inconvénients

The product is difficult to navigate and at times feels unintuitive. Sometimes, it feels as if they're relying on excellent customer service to make up for a less usable app. However, they are always growing and sending out updates, so I know they're working on this. If you're willing to learn the interface and deal with some of its quirks, then you'll be rewarded with creative features and excellent customer service. If you want a simple, easy to navigate and use CRM, I would look elsewhere.

Avantages

Freshsales is always aiming for the best user experience. The support is very fast and eager to understand and solve problems.

Inconvénients

What makes it good is the main fault for me as well: The software changes so much that a lot of times wrong translations come with it as well as not every single update only contains senseful stuff.

Avantages

Freshsales offers several features that stand out positively:

1. **User-Friendly Interface**: The platform is intuitive and easy to navigate, making it accessible for users of all skill levels.

2. **Lead Management**: Freshsales provides robust tools for managing leads, including customizable pipelines and automated workflows that streamline the sales process.

Inconvénients

Affordable Pricing**: Compared to other CRM solutions, Freshsales often provides a competitive pricing structure, making it a cost-effective choice for many businesses.

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

Molto utile per aiutare nella gestione e tenuta delle vendite

Inconvénients

Non così intuitivo come mi aspettavo, attenzione

Avantages

We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline.

By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users.

Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format.

The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system.

As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed.

Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.

Inconvénients

Some automatic reminders are missing. You can’t set specific alarms to be notified when a customer doesn’t get back to you or similar.

Avantages

What I like most is how light the software is, truly refreshing sales CRM software, just like how Freshworks team has branded Freshsales.

One could have the CRM for all the stages from Lead-Deal, and then nurturing a customer later through freshchat/ freshconnect as the customer eventually moves to the hands of a client services specialist/ is now ready for upsells. Integrations to reach out to prospects additionally.

They also have Sales Campaign feature for curated sales campaigns which could be used for early prospecting stage.

Inconvénients

While I like how the product is evolving, which the team is doing a great job at, there are a couple of features, here and there, which are still being built, but I understand from discussions that the team does a serious work of taking into account most recurring customer feature requests and builds the same as soon as possible.

Avantages

1) Ease of implementation and setup
2) Customer support
3) Very optimized CRM
4) Clean UI and UX

Inconvénients

Need more sales enablement options for outbound sales activities. i.e
1) Send cold emails specific to prospects' time zone
2) Ability to send emails per our scheduled time than 30 mins buffer available in Freshsales CRM

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

Has everything you need for B2B sales under one roof

Inconvénients

Cumbersome... creating an opportunity requires 10 minutes when account, opportunity, and contact setup is needed. Never become a fan of separating accounts and opportunities. Could not find an easy way to create custom exports (pipeline dump) or dashboards.

Avantages

Love the integrations and automations, and the levels of pricing.

Inconvénients

Lots of the reporting doesn't work the way that would be expected. Needs improvement.

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

Their software has a clean design that is up to date and easy to use.

Inconvénients

Support and billing communication were horrendous.

Avantages

Ease of use. Lots of features. Easy to customize and configure.

Inconvénients

There are no features that I dislike so much that I need to comment.

Avantages

ITs easily customisable and can create APIs to integrate to other systems quite easily. The visibility of bulk emails and sales campaigns within a contact field is really helpful to maintain a holistic overview of each type of communication you've had with them.

Inconvénients

When we started using it there wasnt an option to send sales campaigns to specific customer groups. So we've had to create a workflow for this. Also the chat function is helpful but they are slow to reply and often close a case and mark it as resolved when you've been inactive for 20mins! which is unfair when they take at least that long to reply to you!

Avantages

The reason we have decided to use freshsales is to keep up with our customers and track our rapport with our current customers. Being a software and hardware product based company, post sales support is equally important for us since our software business depends on the use and satisfaction of our customers.
The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.

Inconvénients

It is slightly complicated compared to pipeline deals and other software which we have been using for CRM. The other software make it very easy to list down all the deals according to filters. On freshsales that listing is slightly complicated.

Avantages

Freshsales has a lot of capabilities for an affordable Cloud-based CRM. In particular, I really appreciate all the email features around scheduling, tracking and templating emails.

Inconvénients

It's a little tricky to figure out how to add custom fields and filter lists by those fields.

Avantages

All in one, Freshsales as a CRM provides data accumulated in one place, which is easily accessible. Analytics, Templates, Triggered Messages, Custom Fields, Lead Score, API Integrations and Connectivity with all the major CRMs, Support portals, Mailing Services, quick support etc.

Inconvénients

Integration with Freshchat is one thing I face an issue with. Then again they have planned this feature request in the upcoming phase releases.

Avantages

The integration with Freshdesk as well as how you can view your Pipeline

Inconvénients

Limiting functionality, We as company have products in SAAS as well as once of, In the pipeline I cant split the two and causes issues when filtering

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

This service is good because it works with a large number of tools for communication with contacts, focusing primarily on classic communication (phone calls) independently, without having to add external contact lists.

Inconvénients

Freshsales does not track influence or resources. The tool for telephone calls does not bring an automated dialing system, and online customer management is quite limited in cataloging and organization options.

Avantages

Tracking calls, emails, tickets in one spot is available

Inconvénients

You would thinking it easily integrates with other FreshWorks software. It doesn't sync contact information with FreshCaller without WAY TOO MUCH extra work. I was assuming if I save a contact in FreshSales, it shows on FreshCaller - but it doesn't

Avantages

Workflows and sales drips are just amazing! We automated not just our communications and reminders but also managed marketing qualification of leads without heavy reliance on engineering team. This was particularly useful for an early stage company like ours.

Inconvénients

Customizing lead fields is available only in the highest plan. Also agent activity based advanced analytics is not too straightforward.

Avantages

Easy to acquire, set up and deploy, low TCO, scaleable and most importantly seamlessly integration across their entire platform.

Inconvénients

Limited customization until you hit their mid-range price point.

Avantages

Integration with FreshChat/FreshDesk.
Simple Lead management.

Inconvénients

No apparent way to manage spam email.
No lead capture included with our plan.