The Demo District | 5 key Freshsales features previewed | March Madness
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.
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.
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We currently don’t use freshsales in our freshworks eco-system but going to add this video to my watch list!!! Keep them coming :)
Hey @zachary.king! That definitely makes our day
We’ve got a Freshservice demo too, incase you were interested -
Cheers,
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 !
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 here. Video
The first match-up in this series is between Freshsales and you.
