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Full FreshSales Social CRM Software Review – All You Need to Know About FreshSales

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FreshSales
FreshSales

What is FreshSales?

FreshSales is billed to be a better option compared to Salesforce because it’s compact yet very powerful. There’s some truth to this claim considering that one of the more common complaints with Salesforce is how complicated it is—from the installation to deployment. Sales reps, in fact, sometimes dread using the tool because of its complex interface. Not to mention that Salesforce commands a high price to implement.

Enter FreshSales.

FreshSales wants to be what Salesforce is not. The developers made it seem like it’s their life’s purpose to make sure that their product is the opposite of Salesforce. That’s one good marketing strategy, at least. If somebody is going to take on Goliath, you might as well let everybody know that you are David.

Whereas Salesforce is complicated, FreshSales is hassle-free. One limitation of Salesforce is that the user will be forced to shift from one tab to the next or switch from one tool to the next as they pursue a lead or resolve a ticket. This can get quite confusing for novices. It may take months and years for your sales team to maximize the full potential of the product.

In contrast, with FreshSales, no need to open and juggle multiple tabs. You can dispense a ticket, make a call, send an email, or generate insights without logging out of the platform.

FreshSales Benefits

Easier to use that Salesforce

To be fair, most products are easier to use than Salesforce because of the latter’s unwieldy user interface. However, FreshSales does seem to make it a point to come up with a rather straightforward, if not vanilla, dashboards that are very intuitive. The layout is very simple and you will immediately know what to do next even without being prompted. You don’t have to train your staff, except for those who are really technologically challenged (there’s always that one guy in the office!), on how to utilize all the features. However, when you are stumped, the help feature—and add the excellent support team, as well—is always there to guide you back toward the right path.

Automation limits administrative tasks

Your company should be moving on from paper transactions and documentation to the FreshSales. This will lessen the risk of digital disruption and allow you to thrive in these very fluid and challenging times. The auto-enriching feature of the FreshSales is a vital tour to free up the time of your sales team. Instead of constantly keying in data of their customers, the tool will do that for them. For instance, the social media profile of the lead, as well as their online behavior, will be charted. Each lead will also have what the developers call a lead score—the higher the number, the better the chance of them being converted into sales. In this way, you can focus on those who are on the precipice of doing business with you. Repeated actions should already be automated so you don’t go over the manual data entry all over again every time you use the platform.

FreshSales

Track and enhance your email campaigns

The email management feature of Freshsales will grant you the capability to track all your email activity. For instance, if you need an email that was sent last month and you don’t remember if it was from your company email or from the internal email from your sales team, you will have to switch from one app to the next to find the particular content. With FreshSales, you just go to one screen and search for the keyword. You will also know who among your customers has opened the email you sent, what time they opened it, or if it bounced. You will be alerted every time there’s activity on the email you sent. With this insight, your job is half done because you can engage customers who are really interested in what you have to offer.

PROS

  • Easy to migrate customer data into the platform using several solutions
  • Excellent customer support that is ready to help even if you are using the free version
  • Sophisticated tools allow you to manage your operations better
  • Enhance customer experience with the many relationship tools
  • Ticket system makes for a more efficient resolution of your issues
  • Keep track of all activities and relationships in one solution
  • Lead scoring allows you to prioritize your activities for greater conversion

CONS

  • The platform is quite clunky which can slow down computers with less powerful specs
  • You also need a fast connection because the software is heavy
  • Learning curve is an issue for organizations with no prior experience in CRM

FreshSales

FreshSales Features

Lead Management – You can spot the leads and then track the prospect leads until you close the deal. Sales teams will benefit from the many features and insights that are ingrained in this software. The CRM will flash all necessary information regarding your prospective leads on one screen. You can get the complete customer profiles of your customers then track your conversations with each one of them. You will also be able to see where you did wrong in terms of lost leads. You will even learn customer behavior when they visit your website or click on a link.

Deal Management – You quickly track the status of your deals and see which one is working and which one needs to be bolstered. With this feature, you can accurately forecast how much you will be earning this month. With the easy-to-follow deal pipeline, you will be able to monitor how many deals you are offering in each stage. You can slide each deal across the sales ladder depending on how they are performing. You do all these through the simple drag-and-drop interface for FreshSales.

Event Tracking – You can monitor the customer’s journey while interacting with different sites. You will be able to track their digital footprint when they visit social media sites or the web pages where they linger the most. Their footprint will be presented in a chronological order so it’s easier to understand. Moreover, you can also see how they are engaging your app across multiple channels such as email, chat, or phone calls. In this way, you will know their preferences and adjust accordingly when it’s your turn to reach out to them.

FreshSales

Lead Scoring – Identifying leads is one thing. The next problem is which of the prospective leads you should attack first. The lead scoring capability of this software will enable you to prioritize the leads that have the highest chances of converting. This will save you a lot of time while, at the same time, ensuring that your revenue stream is continuous.

Intelligent Workflow – Automating redundant tasks will allow your sales team to do more important things. The intelligent workflow function of FreshSales will assume the task of sending emails, following up on prospects, creating invoices, and thanking customers to let them know that they are important. These are crucial tasks. But they are also very repetitive. Nobody wants to do the same thing over and over again. And this is the perfect environment when the employee will miss something and may have lost a client or lead in the process. You can automate most aspects of your business process and let the software do the rest.

Reports – There are template reports to choose from but you can also customize the final output to fit your needs and preferences. You can also customize the report to show graphs, tables, and pie charts to make for easier reading even at a quick glance. You can also analyze your revenue stream and where your profits are coming from by order of location, sales team, and source, among others. You can then review all your campaigns to look for best practices that can be replicated in future endeavors. Finally, you can assess the performance of your team and find out who among them has the biggest contribution to the company in terms of sales.

FreshSales

Pricing

The FreshSales have several pricing tiers that you can choose from. Each package comes packed with features that can help any business environment.

SPROUT

This package is free. You don’t have to pay a single cent for the lifetime duration of the software. The features inclusions in the Sprout plan are:

  • Deals
  • Leads
  • Contacts
  • Mobile apps
  • Integrations
  • Email
  • Accounts
  • Built-in phone

BLOSSOM

You can also upgrade to the Blossom package, which will cost you $12 per user per month, which is going to be billed annually. Among the inclusions are:

  • Deals
  • Leads and lead scoring
  • 2 sales campaigns for each user
  • Contacts
  • Mobile apps for iOS and Android
  • Integrations
  • 250 bulk emails per user per day
  • Pipeline management
  • Accounts
  • 2 intelligent workflows
  • Built-in phone
  • Contact management
  • Basic reporting

GARDEN

The Garden plan will cost you $25 per user per month, which is billed annually. Among the inclusions are:

  • 500 bulk emails per user per day
  • Deals
  • Lead assignment and lead scoring
  • Multiple pipeline management
  • Accounts
  • 10 intelligent workflows
  • Built-in phone
  • Contact management
  • Advanced reporting
  • 5 sales campaigns for each user
  • Contacts
  • Integrations
  • Territories
  • CRM (advanced customization)

ESTATE – $49/user/month (billed annually)

The plan costs $49 per user per month and the total amount will be billed annually. Among the inclusions are:

  • 1,000 bulk emails per user per day
  • Deals
  • Lead assignment
  • Advanced lead scoring
  • Multiple pipeline management
  • Accounts
  • 25 intelligent workflows
  • Built-in phone
  • Contact management
  • Advanced reporting
  • 10 sales campaigns for each user
  • Contacts
  • Integrations
  • Territories
  • CRM (advanced customization)
  • Automatic profile enrichment
  • Reports generation dashboard
  • Event and activity tracking
  • Smartforms

FOREST

The Forest plan will cost $79 per user per month. You will be billed the total amount annually. The inclusions are:

  • 2,000 bulk emails per user per day
  • Deals
  • Lead assignment
  • Advanced lead scoring
  • Multiple pipeline management
  • Accounts
  • 50 intelligent workflows
  • Built-in phone
  • Contact management
  • Advanced reporting
  • 25 sales campaigns for each user
  • Contacts
  • Integrations
  • Territories
  • IP white-listing
  • CRM (advanced customization)
  • Automatic profile enrichment
  • Reports generation dashboard
  • Event and activity tracking
  • Smartforms
  • EUC data center

FreshSales

Technical Support

Supported Devices

  • Windows
  • Mac
  • Linux
  • Android
  • iPhone/iPad
  • Web-based

Supported Language

  • English
  • French
  • German
  • Italian
  • Spanish
  • Russian
  • Polish
  • Swedish
  • Dutch
  • Portuguese

Pricing Model

  • Annual subscription
  • Monthly payment
  • Free

Deployment

  • Cloud Hosted
  • Open API

The FreshSales can be installed in different ecosystems regardless of scale and scope. This is due to its customizable features that are tailored to provide a solution to the different challenges encountered by small businesses, mid-sized businesses, and large enterprises.

FreshSales

Support Details

The vendor offers email support and phone support for its clients. Their numbers are always open 24 hours a day and seven days a week, even during the holidays. You can also email your queries, complaints, and feedback to the vendor anytime and expect a prompt reply.

Meanwhile, FreshSales also has Live Support for clients who like to communicate directly with the software expert for whatever issue they want to raise. Training on location can also be arranged by the company to teach all your personnel on the many nuances of the product. Lastly, tickets and helpdesk are also provided by the vendor.

Try out their free trial version so you can orient yourself of the features of FreshSales. For the most part, especially for small ecosystems, the features in the free trial are enough to support their activities. Upgrading to the subscription plan is also very straightforward.

Perhaps to better sum up why you should choose FreshSales is that it’s not Salesforce.