Grow your business with the smartest CRM in town Improve customer engagement, drive leads to closure, and nurture existing customers with our AI-based sales CRM

1. FRESHSALES

2. GHN’s requirement
Freshsales and adapt
Digi Infofabrica and Customer

3. Dive deep into leads close them
faster
Don’t just manage email-
Maximize them
Analyze and forecast your sales
with in depth reports
Manage leads minus the clutter
Work less and get more done,
with intelligent workflows
Customize and extend your
CRM

4. Manage potential customers
Keep track with customer journey from
when they access your website, and
assign customers to salesperson to when
interacting with customers

5. MANAGE POTENTIAL CUSTOMERS
From many sources: identify and manage until win deals
360° Customer View
• Access customers’ social profiles,
identify customer touchpoints
(website, product, interactions,
appointments), and more—from
a single screen.
Identify and target sales-
ready leads
• Know which sales lead is hot and
who’s not by using lead scoring
system. Prioritise follow-ups with
data-backed insights
Update customer profile
• When a lead is added in the sales
CRM, their social profile
information and photo are
automatically updated in their
profile.
Sales teams by territories
• Auto group your sales team by
territories. Focus on areas where
you’re closing more deals and
identify territories with potential
business.
Appointments, tasks, notes and
files
• Schedule appointments with leads
and customers; collaborate with
your team on tasks. Make quick
notes against each contact;
manage and share files.
Smartforms (web-to-lead)
• When a visitor fills your web form,
they are automatically added as a
new lead in Freshsales. Plus their
profile will be enriched with lead
score, social media information &
photos

6. 360° CUSTOMER VIEW
Profile enrichment
Related
conversations

7. Identify and target sales-ready leads
AI-BASED LEAD SCORING
Rank your leads from hot to cold based on their profile and activity.

8. SALES TEAMS BY TERRITORIES
Create territories similar to your organization’s sales structure. Automatically assign the right sales
agents to the right customers.
Scope-based
access
Auto-lead
assignment

9. APPOINTMENTS, TASKS, NOTES AND FILES MANAGEMENT
Schedule appointments, make quick notes, share files & collaborate with team on tasks
(available on web & mobile)

10. Transform and utilize sales pipeline
to organise, analyse, evaluate
potentiality and win deals faster.
With Freshsales, it helps manage
customer base better and increase
business productivity
Understand your customers,
improve business productivity

11. MANAGE POTENTIAL CUSTOMERS
From many sources: identify and manage until win deals
Visual sales pipeline
• With a single sweep of the eye,
locate deals in each stage of
your pipeline to get a better view
of your pipeline
Deal status at a glance
• How many deals are under review?
What is the value of these deals?
Get these insights instantly from
the deal stage bar.
Simple drag-and-drop
navigation
• Move deals across your sales
pipeline with a simple drag and
drop. Like organizing your filing
cabinet.
Multiple sales pipelines
• Selling different products across
different markets, with different
sales processes? Create multiple
pipelines in the sales CRM and
keep track of every deal.
Track deal on the go
• Make calls and send emails to
prospects right from the deal
dashboard. You don’t have to click
into each deal to act on it.
• Keep track of your deals from the
palm of your hand, with the
Freshsales mobile CRM app
for Android and iOS.
Deal reports
• Create reports based on time taken
to close deals. Optimize your sales
process and improve your reps’
performance.

12. VISUAL SALES PIPELINE
Monitor progress on open deals in one view with visual sales pipeline.
Instantly connect with prospects, directly from the deals dashboard.
Filter & sort
Call or mail
instantly

13. MULTIPLE DEAL PIPELINES
Create multiple pipelines to separate your sales processes.
Create relevant stages and choose your own default pipeline.

14. Sync Freshsales with your email so that you can
keep track with all emails, automate your sales
campaigns, and never miss another email – all to
make your life easier !!!
Create your own personalized
emails for your customers

15. Access your Freshsales leads and contacts right from
Outlook. Add new leads, send emails, view your notes or
activities and create new ones.
INTEGRATE WITH OUTLOOK & TRACK YOUR EMAILS
Get real-time notifications on email
opens and clicks, and plan your next
course of action.
Send or receive emails from either Freshsales or your email
client, and find the email in the Sent or Inbox folder of both
apps.

16. BULK EMAILS
Create email templates to avoid
typing out the same message to
multiple contacts, using your
personalized email templated to
ensure they sound one-on-one.
Use Insightful email metric to get
open and click rates on all your
email templates. Optimize your A/B
tests to create effective templates.

17. TEAM INBOX
A team inbox lets your sales reps identify each other’s unanswered emails, get context into
conversations, and follow up right away.

18. Create your workflow to automate your repeating
tasks so that you can find more time for more
important activities.
Create your own workflows

19. AUTOMATION WORKFLOWS
Why should you use intelligent workflows
in Freshsales?
• Give your team a productivity boost by
automating key tasks.
• Send automated, yet personalized welcome
and follow-up emails to prospects and
customers.
• Trigger webhooks and send instant
notifications via connected applications.
• Track user behavior in your website or app
and leverage these insights for smarter
conversations.
• Make updating records a cinch with real-
time, automatic lead status updates.
• Don’t chase the wrong deals. Use key deal
metrics to automatically surface your stale
deals.

20. ANALYZE AND FORECAST YOUR
SALES WITH IN-DEPTH REPORTS
Modify our default sales reports—or build your own
custom reports on leads, contacts, accounts and
opportunities. Use the insights from the sales CRM to
adjust course and grow your revenue!
Create your own customize reports

21. REPORT DASHBOARD
Allow you to view set of sales reports everyday on a single screen.
You can download your reports to PDF format.

22. LEAD/ DEAL REPORTS
Create multiple pipelines to separate your sales processes.
Create relevant stages and choose your own default pipeline.
Deal report by month No. of deals won by chosen time period

23. SALES CYCLE AND VELOCITY REPORTS
Find out how long your team is taking to close opportunities. Identify the stages where your reps spend
most of their time in the sales cycle.
Sales cycleSales velocity

24. TRENDLINE REPORTS
Evaluate sales by time. Create reports to identify lead/deal trends over weekly, monthly,
quarterly and yearly time periods.
Last week’s leads:
Grouped on daily basis
And many more reports !!!
View at: https://www.freshworks.com/freshsales-crm/sales-analytics-reporting/

25. CUSTOMIZE AND EXTEND
YOUR CRM
Customise Freshsales to fit your business in the way that
you can manage your sales team performance, win deal
faster.
Integrate your favourite apps with Freshsales so that all
data can be synced and updated at once.

26. LAYOUT CUSTOMIZATION
Customize Freshsales according to your business needs. Enjoy the flexibility to determine how you
want to structure and access data in CRM.
Groups
Sub-group
Properties

27. MODULE CUSTOMIZATION
Change the name of the default modules in Freshsales (Leads, Contacts, Accounts, and Deals) to the
commonly used terms in your business.

28. MULTI-CURRENCY
Create and handle deals in different currencies for customers spread across geographies.

29. CUSTOM ROLES FOR YOUR SALES TEAMS
Define user roles from the ground-up and
vary it for every person in your sales team
Create a group of users and perform multiple activities including
sharing reports, scheduling appointments and assigning territories.

30. Upcoming
15Native Integrations | 100+ Marketplace Apps
DATA MIGRATION
Leaner and faster one-click
data import. Do away with
the complexities of
migrating to a new CRM.
INTEGRATION
Collaborate all your data
inside the CRM with our
built-in and third-party
integrations.

31. DATA SECURITY
Your customer data is critical. We protect it.
● Data Center: Freshworks data center for Freshsales is hosted in the US
(North America). Data centers are hosted on AWS (ISO 27001, SSAE16
and HIPAA compliant)
● Privacy Practices: Freshworks privacy practices are TRUSTe certified
● GDPR Compliance: Freshworks is fully committed to GDPR compliance.
Freshsales has built several GDPR specific features and enhancements.
● Other Compliances in Progress: We are working towards SSAE-16
attestation and a SOC II report will be available shortly
For more details: https://www.freshworks.com/security/

32. ABOUT FRESHWORKS Customers globally
150,000+
SECOND
FASTEST
COMPANY TO
REACH 100MN
$ NEXT TO
SLACK
5 Offices
India, US, UK,
Australia and Germany
$1.5 Billion
Valuation
1,700
+
Employees
9
Stellar
Acquisitions
INVESTORS
Featured in Gartner Magic
Quadrant for CRM
Customer Engagement
Software
Customers in Vietnam
200+

33. 33
FRESHWORKS ECOSYSTEM
Freshworks today has 12 products and offers a full featured suite of products to organizations of all sizes
Customer support software
(web & mobile app)
Customer support software
(web & mobile app)
CRM for high velocity sales team
(web & mobile app)
IT service desk software Application tracking system
(web & mobile app)
A/B testing & conversation
optimization suite
Local call center partners in Vietnam
(Fully integrated with Freshdesk & Freshsales) AND MORE…….

34. WHY FRESHSALES ?
Freshsales is a cloud-based sales CRM software for teams who don’t want to juggle between multiple tools. It offers
everything a salesperson needs—built-in phone and email, lead scoring, customizable reports, event tracking and a visual
sales pipeline—in one single platform.
ATTRACT ENGAGE
Attract the right leads Engage across multiple channels
CLOSE NUTURE
Close deals faster Nurture valuable relationships

37. THANKYOU!