Freshsales Suite

Foundation
 “By 2026, 80% of organizations
pursuing a ‘360-degree view of
the customer’ will abandon these
efforts.”
Gartner blog: “Abandon the pursuit of a 360 degree customer view”
July 2021
The promise of CRM is elusive, often
unrealized
Still difficult to know your customers best

C360 left you to solve endless data CDPs capture marketing, but
consolidation projects that produce ignore rest of the customer’s
limited insights lifecycle

Multiple tools, UIs, and channels slow Digital-first channels like chat/bots
time to value & skyrocket IT costs are often cumbersome bolt-ons

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Challenges faced by the Sales and
Marketing teams

Siloed tools Low No customer Low quality leads & Broken customer Expensive
and teams productivity insights lost opportunities experience alternatives
Success Requires Granular, Context Based
Engagements
Customers engage best when sales and marketing have connected conversations with context

Multi-Channel Understand
Prospective customers don’t want to ‘Doing nothing’ is the #1 reason for lost
talk to you...well not at first. Their deals, often due to lack of understanding
preferred channel is digital. a customer’s unique needs.

Personalize Connected
Personalized messaging & customer Customers see your brand as one entity
journeys across channels deliver from sales thru support - connected
more, higher quality leads. experiences & conversations matter.
Organizations need an
all-in-one Intelligent
CRM

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 Freshsales Suite

What an Intelligent CRM Solution looks like

Marketing Sales force Ready-to-use AI/ML

Automation Automation and Analytics
● Multi-Channel Campaigns ● Customer 360 view ● Reports & Dashboards
● Email Marketing ● Forecasting/Pipeline Mgmt. ● Predictive Lead/Deal Scoring &
● Intelligent Chat Bot ● Sales Sequences Enrichment
● CRO (website conversion) ● CPQ (Configure, Price, Quote) ● Guided Selling/Next Actions
● Mobile App ● Send Time Optimization

Customer Data Workflow Omni-Channel Collaboration (Slack,

Platform (CDP) Automations Built-In Teams, Zoom, etc.)
 Freshsales Suite

Benefits that Sales and Marketing teams can

reap
All-in-one Increase in Actionable High quality Improved deal Customer
affordable solution productivity Insights leads velocity Delight

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Freshsales Suite

Key Features of Freshsales Suite

3600 View of Customer & Marketplace Apps &

Workflow Automation Integrations
Bring together internal teams— Choose from hundreds of
sales, support, and marketing— applications to connect to and
around a single, shared view of empower yourself with more
customer data. capabilities

Marketing Automation Built-in Omnichannel

Find and engage your audience Communication
with automated workflows,
behavioural segmentation, an Foster strong customer
end-to-end personalization. relationships with multichannel
communication.

Salesforce Automation Admin & Analytics

Close deals faster and nurture Deploy governance with the help
lasting relationships with of Audit logs, Field Permissions,
customers with Territories, Roles. Analyse team performance
Pipeline, Sales Forecasting, across geographies and territories
Custom sales activities and get insights into all metrics.
3600 View of Customer &
Workflow Automation

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Key Feature Highlights
• Summary & Details Section
• Activity Timeline
• Highlight Cards
• Auto-profile Enrichment
• Workflows for enhanced productivity

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 360° CUSTOMER VIEW

Gain a 360° customer view and deliver personalized

experiences

● Summary & Details

Section

● Activity Timeline

● Highlight Cards

● Use the CRM as a single source of

truth across the lead-to-customer
life cycle

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 SALEWSO&RKMFALROKWESTING

Use Workflow automations to maximize productivity

● Get real-time alerts for critical tasks, meetings,

or appointments

● Setup workflows to eradicate grunt work and

focus on higher productivity

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 WORKFLOW AUTOMATION

Use Workflow automations to maximize productivity

● Automate nurture campaigns and customer

follow-ups

● Send emails, messages, reminders

with workflows. Automate repetitive
tasks.

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Marketing Automation

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Key Feature Highlights
● Marketing Lists
● Behavioural Segmentation
● Visual Email Builder
● Customer Journey Builder
● Landing Pages
● Web Forms

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 MARKETING AUTOMATION

Marketing Lists

● Build new lists, import existing lists, and group

your contacts based on various conditions and
different types of campaigns.

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 MARKETING AUTOMATION

Behavioural Segmentation

● Segment audience based on multiple factors

with ease to engage meaningfully

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 MARKETING AUTOMATION

Visual Email Builder

● Design emails from scratch with an intuitive

drag-and-drop email builder. Create responsive
emails effortlessly for multiple devices.

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 MARKETING AUTOMATION

Customer Journeys for Marketing Automation

● Use triggers, actions, controls, and

delays to build extensive customer
journeys, automate email sequences,
set up autoresponders, and more.

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 MARKETING AUTOMATION

Landing Pages

● Build beautiful landing pages in minutes

with an easy-to-use landing page builder
and convert more traffic into leads.

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 MARKETING AUTOMATION

Forms

● Capture visitor information seamlessly

with webforms. You can create new
code-free forms from scratch, or track
existing web forms.

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Salesforce Automation

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Key Feature Highlights
● Sales Activities
● Sales Forecasting
● Sales Sequences
● Pipelines
● Deals
● Products
● CPQ (Configure Price Quote)

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 SALES

Sales Activities

● Engage & follow-up effortlessly with your leads

and customers using out of the box sales
activities such as Calling, Mail, SMS, Tasks &
Meetings

● Create Custom Sales Activities that are

appropriate for your business requirement.

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 SALES

Sales Forecast

● Predict revenue with sales forecast reports

● Drill down into team performance, track sales

activities and share reports instantly

● Stay on top of your sales metrics and make

data-driven decisions with ease

● Define sales objectives as goals, track

your progress, and hit your targets

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 SALES

Sales Sequences

● Automate sequences of sales actions like

emails, calls, and SMSes, and personalize
interactions to close deals faster.

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 SALES

Pipeline

● Visualize your deals at every stage in the

pipeline

● Set weighted pipeline that determines

deals success rate

● Create and manage multiple pipelines

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 SALES & MARKETING

Deals

● Create deals and associate them with contacts

and accounts

● Associate products with the deal using the CPQ to

generate error free quotes

● Tailor the UI to align with your sales and

marketing process

● Define custom views, tags and filters for instant

access
● Get AI powered insights to determine your
deal status and know promising deals

● Create deals and seamlessly tag them to

different pipelines

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 SALES & MARKETING

Products

● Track your expanding product and service

catalog.

● Manage Products and Pricing rapidly.

● Add products to deals to auto calculate

deal value without any manual errors.

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 SALES & MARKETING

CPQ - Configure Price Quote

● CPQ enables sales reps sell the right

product combinations, controls discounting,
and automates approvals. It makes the
sales process easier, faster, and more
organized.

● Streamline approvals, quickly

generate error-free quotes, and other
vital sales assets.

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Marketplace Apps &
Integrations

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Key Feature Highlights
● Marketplace Apps
● API Access
● Webhooks
● Freshdesk
● Collaboration

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 INTEGRATIONS

Marketplace Apps

● Harness the power of the Freshworks

platform. Extend your experience by
integrating with over 100+ apps, and scale
faster.

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 INTEGRATIONS

API Access

● Transfer data between different

applications. Seamlessly integrate with
other technologies and apps with APIs
access.

● Use the API Key to have unidirectional or

bidirectional synchronization.

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 INTEGRATIONS

Webhooks

● Integrate with other tools using webhooks.

Push data to third-party applications
securely and reliably.

● Create Requests such as

○ POST

○ GET

○ PUT

○ PATCH

○ DELETE

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 INTEGRATIONS

Freshdesk Integration

● Set up two-way contact sync with

Freshdesk in real-time. View support
tickets, add notes, track tickets, and boost
customer satisfaction.

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 INTEGRATIONS

Collaboration - Slack, Zoom, Teams etc.,

● Seamlessly collaborate with team

members on deals using Slack.

● Every deal created becomes a new slack

channel.

● All conversations on slack gets updated

back to the respective deal

● Sync with Zoom for Video conferencing to

be added to meetings set up from
Freshsales Suite

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Built-in Omnichannel
Communication

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Key Feature Highlights
● Email
● Phone
● Chat & Chatbots
● SMS
● Whatsapp / Apple Business Chat Integration

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 OMNICHANNEL

Email

● Deliver the right emails at the right time.

Connect your email inbox with Freshsales
Suite to send, track, and manage emails.

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 OMNICHANNEL

Phone

● Make calls from your CRM with a single

click and add context to conversations with
call logs, and recordings.

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 OMNICHANNEL

Chat

● Interact with your website visitors and build

relationships in real-time. Respond to
chats directly from the CRM and funnel
quality leads.

● Train Chatbots to automate

conversations with customers and
website visitors.

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 OMNICHANNEL

SMS, Apple Business Chat, Whatsapp & More

● Reach your contacts’ pockets. Freshsales

Suite integrates with your SMS provider to
send SMS to your contacts.

● Receive iMessages and reply to them

using the chat widget in Freshsales Suite.

● With the WhatsApp integration, you can

read and respond to WhatsApp messages
from Freshsales Suite.

● An ever increasing list of supporting

channels
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Admin & Analytics

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Key Feature Highlights
● User Roles, Field Level & Territory Level Permissions
● Standard Reports
● Custom Reports

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 ADMIN

User Roles, Field Level & Territory Level Permissions

● Make sensitive data fields editable,

readable, or hidden. Configure permissions
for individual fields and regulate access to
critical information.

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 ANALYTICS

Reports

● Choose from various built-in reports,

visually analyze your data within minutes,
and track your metrics

● Create Custom Reports either

from a range of pre-defined
templates or from scratch

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Thank you

Daniel
0812-3119-5779