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95 Topics

Aishwarya Parthasarathi
Aishwarya ParthasarathiCommunity Manager
published in Freshsales

Answers with Aish: How to add an alias email address to your Freshsales accountInsider tips

Hello hello hello!Today on Aish Answers - Refresh community’s exclusive product tips and tricks session, we have our in-house CRM expert Aishwarya Parthasarathi to help us make the most out of Freshsales. Tip #2 - Adding an alias email address to your Freshsales accountFC: Aish, thank you for being our ‘Product Wizard’. We already have our first question ready for you - how can we add an alias email address in an existing Freshsales account?Aish: Glad you asked! The best way to get your emails inside the web application would be to connect your mailbox (IMAP) under profile settings. But, if you have an email address that receives a high volume of emails (Contact us an email address) and you would like to bring these emails inside the web application, you can simply auto-forward them to your web application's email address.FC: Alright! But how about creating a custom email alias to automatically forward the emails?Aish: To add a custom email alias to your Freshsales account you can foll

470
Aishwarya Parthasarathi
6 months ago
Aishwarya Parthasarathi
Aishwarya ParthasarathiCommunity Manager
published in Freshsales

Answers with Aish: How to update a set of records in bulk? | FreshsalesInsider Tips

Hello Community!Here at Freshworks, we hustle every day to make using our products easier for you. Whether it is a small change in the platform settings or something as big as onboarding new team members, we are here for you.And to set that in stone, we bring to you this community-exclusive tips and tricks section, Answers with Aish  A little bit about me - I’ve been part of the Freshworks kudumba for almost 3 years as a product specialist for Freshsales. When I am not working, you can see me binge watching a new series or letting my creative crafty side out!  Enough about me! Are you ready for Tiip #1? How to update a set of records in bulk?FC: Aish, Thanks a bunch for being with us today. Today’s question is regarding something that’ll make everyone’s life easier and saves tons of manual effort. Any guesses? Me: Let me guess, are you going to ask about bulk actions? FC: Exactly, that’s why you’re the expert! Today, we want to know - how to update a set of records in bulk in Freshsale

630
Aishwarya Parthasarathi
6 months ago
P
Apprentice
PaulCThomasApprentice
asked in Freshsales

How to contact sales support officially?

Hi, I need a dedicated automation sales software for my company, Anybody can please let me know how to contact official support of freshworks. Kindly also mention their support no to contact them directly.Paul C. Thomasemail: admin@internetoffersnow.comwebsite: https://internetoffersnow.com/

0
P
Apprentice
8 days ago
shivani.12
shivani.12Community Manager
posted in Freshsales

The need for Customer 360 today

Storing lead data across multiple platforms results in data fragmentation, low context, and poor productivity. To solve these problems, you need a comprehensive CRM that can fill in the gaps by providing a 360-degree view of your customers. Customer 360 view in a CRM like Freshsales can help you tackle this and ensure you have access to all customer data without compromising productivity.   With Customer 360, you can: Have a unified view of leads during the various stages of their buyer journey, from the awareness stage to the decision stage  Keep track of the necessary information to nurture leads and connect better through contextual and personalized conversations Learn preferences of leads through their interactions and content consumed Close deals faster   In what other ways do you think Customer 360 can help your business?

0
shivani.12
8 days ago
shivani.12
shivani.12Community Manager
published in Freshsales

QOTW: What would you say are the benefits of leveraging outside sales today?

 QOTW: Outside sales is still relevant in an era where online interactions are thriving. So what would you say are the benefits of leveraging outside sales today? Here are mine: 1. Leverage in-person cues: During face-to-face meeting with prospects, sales reps can gauge a lead’s interest and steer conversations based on their body language, rapport, and behavior2. Establish positive relationships: Both B2C and B2B consumers today crave human connections. In-person sales meetings can help build positive relationships with contacts, ultimately building trust and loyalty3. Get first-hand insights: Outside sales allows reps to talk one-on-one with industry professionals, where they can learn about market conditions and competitors4. Provide customers the chance to touch and feel a product: Live demos allow leads to ask personalized questions and discover how the product can help their unique challenges and needs. Being on-site with a lead while they learn how to use a product is an invalua

50
shivani.12
15 days ago
C
Apprentice
charlie_wApprentice
asked in Freshsales

Table in report (tabular format /

I’m new to FreshSales and want to create a report which shows the data underlying a chart so I can export it. I’ve searched the forum topics and it looks as though I’d need to use tabular format or view underlying data. However, my Analytics report doesn’t have the show / hide underlying data option. For this report, the objective is to show a table of clients, relationship owner, and stage of the relationship, but I don’t have show/hide underlying on any reports. How can I create a report with a data table?I’m using the browser-based version with enterprise annual license.  

5
Aishwarya Parthasarathi
15 days ago
keith.bucknall
Apprentice
keith.bucknallApprentice
asked in Freshsales

CPQ, Quoting and Documentation

Hi all,Loving this community, I wondered if I could hear from other Fresh Sales customers on how they are using the quoting side of Fresh Sales.  We have been struggling to get it up and running with our requirements and feel the module is limited compared to others out there Quotient, Xero, Hubspot.We want to be able to track gross profit by working out our sale price from our buy price, we want the sales team to able to enter this when they do a quote, but of course not show on the show to the customer. We also want to then have a field that works out net profit (gross - 25%), while we can do this with the deal fields we want to do it on quotes.  Then have a sales dashboard to show the reps their weekly, monthly performance.Is anyone out there doing this? Thanks 

2
P
Top Contributor
21 days ago
shivani.12
shivani.12Community Manager
posted in Freshsales

Sales Strategy

Devising a sales strategy is unique for every business. Before you set up a sales strategy for your business, here are some key parameters you need to consider:Company vision: A clear declaration of your company’s future direction helps you determine what you need to achieve now and in the near future Revenue goals: Your revenue goals must be aligned with your company vision. It can be something as simple as closing certain targets for this quarter Ideal customer profile (ICP): Creating an archetype of your ideal customers, including their background and pain points can help your sales team identify the right prospects to go after Value proposition: Now that you’ve created an ICP, having a value proposition lets your customers understand how your product/service can fulfill their needs, the benefits it offers and how it is different from the competition Budget: Sales strategy involves various activities, right from providing tools and software for salespeople to training and onboarding

0
shivani.12
22 days ago
Manasa Kumar
Skilled Expert
Manasa KumarSkilled Expert
asked in Freshsales

Sales Experience

From identifying the best channel for different audiences to helping reps with faster customer interactions and turnovers, cultivating sales experience is important for all reps. What are the types of sales experience that a sales rep should have?

1
shivani.12
28 days ago
J
Apprentice
jservelApprentice
asked in Freshsales

export contacts with a free account

Hello,I would like to know how to export my contact in an excel file ? I found another thread talking about it and saying I have to create a report, but I can’t.It seems I can only use predefined reports.

2
J
Apprentice
30 days ago
P
Top Contributor
PeterSTop Contributor
asked in Freshsales

Deleting an unwanted Marketing List

I created a test marketing list and decided I want to delete the list. I’m unable to find an option to perform the delete of the marketing list.Anyone have any idea how to delete the unwanted marketing list? Thanks

3
C
Community Debut
30 days ago
S
Apprentice
sriram.palaniappanApprentice
published in Freshsales

How can I assign leads to a set of users equally?

When a lead is added in Freshsales, the lead’s data is run against the territory rule. If the data satisfies the conditions of the rule, the lead is assigned to the territory. Leads in a territory are auto-assigned to users assigned to the same territory in a round-robin fashion.

1453
G
Community Debut
1 month ago
rhea.desouza
rhea.desouzaCommunity Manager
published in Freshsales

QOTW: What skills does a consultative seller need?QOTW

💥 Consultative selling is a modern selling approach that puts the needs of customers ahead of the sale. It is something you develop over time after interacting with various prospects.So what would you say are skills that a consultative seller needs?

11
Manasa Kumar
Skilled Expert
1 month ago
Gururag Kalanidhi
Skilled Expert
Gururag KalanidhiSkilled Expert
posted in Freshsales

Setting up email– SMTP settings and email limits

Ask questions and share ideas around setting up the email functionality in Freshsales. This topic will cover everything around email deliverability, email limits, and setting up your DKIM record.

1
A
Community Debut
1 month ago
A
Apprentice
annie_21181Apprentice
posted in Freshsales

Lead vs contact - what would you do?

Hello everyone,I have a new lead in Freshsales. The superior of this lead might join him to book the same deal. How would you manage that? Should I add the superior as a new lead? If so, how can I join those 2 leads to the same deal?Thanks in advance for your help!Annie

3
griffenjohn
Community Debut
1 month ago
Bestwondorfulgames
Apprentice
BestwondorfulgamesApprentice
asked in Freshsales

How to stand my business by using freshworks?

Hi Freshworks Community, I am new here, I have started the business of custom printed boxes. I want to market my business everywhere. I want to get help of Freshworks. Kindly Freshworks Community, reply me. Thanks!

3
apzomedia
Community Debut
1 month ago
shivani.12
shivani.12Community Manager
posted in Freshsales

CRM Management Tips

A CRM management system tracks and stores current and potential customer data and interaction with your brand. This provides you with vital information about customer interest that you can use to provide hyper-personalized consumer experience. To succeed with CRM adoption and management, you’ll need to make it a cornerstone of your company’s sales strategy.  Here are 3 CRM Management tips for you.  Comment below with your tips ⬇ 

0
shivani.12
1 month ago
rhea.desouza
rhea.desouzaCommunity Manager
published in Freshsales

QOTW: What are some SMS outreach practices to keep in mind?Question

Hello community 🎈In today’s Question of the Week ❓, let’s talk SMS! About 58% of consumers agree texting is the fastest way to reach them. Sales SMS at the center of a mobile-driven outreach strategy is less intrusive as compared to phone calls. Similarly, it’s a step ahead of email marketing. SMS is a quick and convenient way to reach prospects that doesn’t require internet connectivity. In fact, consumers across different segments are open to receiving personalized SMSes. 💬 So, what are some SMS outreach practices to keep in mind? Look forward to reading your comments below!

342
Jeannie_Walters
Skilled Expert
1 month ago
shivani.12
shivani.12Community Manager
asked in Freshsales

AI and chat in CRM

From productivity-boosting sales automation to tailoring customer experiences, chatbot integration and AI in CRM can help grow your sales today.So what would you say are the benefits of having AI + Chat in CRM?

4
shivani.12
1 month ago
N
Apprentice
NikkiMierApprentice
asked in Freshsales

Is it possible to set user permissions to limit email format editing?

Hi everyone!Just getting used to using FreshSales and understanding how this awesome tool can benefit our team.Even the basic email tool is rather dynamic...and almost TOO much so.My question, is there a way to set permissions to simplify the formatting options in emails?  Our team has a tendency to copy + paste many pieces and parts together in to emails and it seems as this can lead to the emails looking rather poor sometimes!Instead of teaching folks out to clean it all up, and not have 14 fonts & 4 font sizes and everything all mixed up...is there a way to have a default setting, not matter the content that is copied in?Thank you! :)   

3
Aishwarya Parthasarathi
1 month ago
P
Top Contributor
PeterSTop Contributor
asked in Freshsales

Customer Journey emails not sending

HiI created a customer journey to test sending emails over a period. The image below shows that after a period of time (10 minutes), an email is sent, and then waits for 5 minutes before sending the second email, and finally after a further 5 minute wait, it sends the third email.When I check my email inbox I only find the third email. The first and second do not appear. When i check the journey analytics, I can see that it is reporting that each of the emails are sent. However, I only find the third email. Note, I have checked my junk/spam folder.Anyone with any ideas what I could check and what could be the cause of this unusual issue?If I send an email from within Freshsales it reaches the email address. Just like the third email in the journey. Thanks

1
L
Community Debut
2 months ago
Reem
Apprentice
ReemApprentice
asked in Freshsales

Create new Contact after payment is made

Really stuck on this one….I created a webform for customers to fill out right before they get to our stripe payment page so that we can auto create contacts in Freshsales. Great idea! Though I realized that they may move on to the payment page and then decide not to enter payment and close the window (if they change their mind of course). I really wanted to send an automated Thank You email as soon as a payment was made and at first was going to trigger a workflow tied to the webform (when contact is in webform product type then send email) something like that. Have no clue how to set this up after payment is made through stripe without bothering our developers because they are too busy with product to help with API.

2
Reem
Apprentice
2 months ago
Virgil
Apprentice
VirgilApprentice
asked in Freshsales

Freshsales: How do I not auto-assign potential duplicates identified by Freddy AI?

I’m trying to find a way to not auto assign a potential duplicate identified by Freddy AI. Instead I would love to have that lead be escalated to a manager or designated person for assessment and manual action.Any suggestions and ideas would be very welcome. Thanks :) 

3
marylee123
Community Debut
2 months ago
D
Apprentice
dwilmotApprentice
asked in Freshsales

Deals list with multiple pipelines

In the Enterprise version we have several sales pipelines. If I want to view all my deals I can’t find a way to filer to see them that includes all deals regardless of Deal Pipeline. I have to choose each pipeline to see open deals for each. Is there a way to see all my deals regardless of Deal Pipeline?

1
Aishwarya Parthasarathi
2 months ago
N
Apprentice
NikkiMierApprentice
asked in Freshsales

grouping similar contact types together

Hi there!brand new the fresh sales and I am setting up my contacts to get some deals rolling. questions - is there a way to categories / group contacts together? Let’s say that each contact will be either one of the following customer types. AgentsBrokersMemberGuestExchange how can I designate the type - which hopefully I can then filter as needed. thank you! 

1
Aishwarya Parthasarathi
3 months ago

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