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The Demo District | 5 key Freshsales features previewed | March Madness

The Demo District | 5 key Freshsales features previewed | March Madness
rhea.desouza
Community Manager
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Hey folks, 

It’s time for March (Madness)! 🚀 The first match-up in this series is between Freshsales and you.

 

Presenting the Demo District, a visual space where you can deep-dive into the Freshsales universe.

 

Let product expert, @gururag.kalanidhi be your guide in this district. Hear him talk about key takeaways and insights into 5 features that can help you speed up Freshsales workflows.

https://youtu.be/ueQ35FIDwqM

 

Topics we cover - 

0.35 - Summary section
1.05 - Deal rotting
1.34 - Territories and auto assignment
2.04 - Sales sequence
2.26 - SMS

 

If you have any questions about these features, add them in the comments below, Guru will assist you in finding a solution.

What topics would you like us to cover next? Tell us in the comments. 

Did this topic help you find an answer to your question?

4 replies

zachary.king
Skilled Expert
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  • Skilled Expert
  • 951 replies
  • March 3, 2022

We currently don’t use freshsales in our freshworks eco-system but going to add this video to my watch list!!! Keep them coming :)


rhea.desouza
Community Manager
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  • Author
  • Community Manager
  • 64 replies
  • March 4, 2022

Hey @zachary.king! That definitely makes our day :blush:

We’ve got a Freshservice demo too, incase you were interested - 

Cheers,


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  • Community Debut
  • 9 replies
  • March 4, 2022

Hey, is the auto assignment something similar just like Territory mapping/ region mapping ? So basically would it help if a sales lead would want to assign certain regions under a particular sales rep’s account ? Also does a sales cadence feature come under this solution ? Please do guide on this. Cheers !


Gururag Kalanidhi
Skilled Expert
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Hi Rituparna,

Yes Auto-assignment is similar to territory mapping. However, it is different in the way it works. You do not assign a region to a sales rep. With auto-assignment, you can assign prospects belonging to a region/geography to a particular territory or a user. 

For example, if you want to assign all incoming prospects belonging to US East, to a specific team/user, you can start by setting up a territory ’US East’. Add users to the territory.

Next, set up auto-assignment rules to assign all prospects with city, state belonging to the territory.


This will automatically assign prospects from the region to users belonging to this territory in a round-robin fashion.

 

Also, Freshsales offer Sales Sequences to help sales agents automate their outreach. Please take a look at it hereVideo


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