Freshsales

Un sofware muy excelente.

Puntos a favor:

"Este artículo se ha convertido en mi negocio o compañero de equipo. Las mejoras continuas y la escalabilidad funcional de este software brindan procedimientos convenientes de seguimiento, planificación y auditoría".

Contras:

"Para impugnar un cargo que no modificarán, tuve que ponerme en contacto con el proveedor de mi tarjeta de crédito y desactivar mi tarjeta. De forma predeterminada, la facturación automática está activada para la cuenta".

Pros y contras de mi plataforma de CRM favorita para pequeñas empresas

Puntos a favor:

Como CRM para pequeñas empresas, tiene mucha variedad en la automatización de tareas. Es fácil de utilizar, y se aprende rápido, lo cual es positivo para seguimiento de los leads y cuentas nuevas. También me ha gustado que lo incluyes con gmail y outlook.

Contras:

Cuando eres pequeño y necesitas 1 app para todo, me resultó un poco limitada. También el servicio técnico deja mucho que desear, ya que tardan en contestar.

CRM muy potente y completo

Comentarios: Al principio puede ser abrumadora todas las opciones que permite, pero según lo vas usando cada vez le sacas mayor partido y vas descubriendo las enormes posibilidades que ofrece!

Puntos a favor:

Aunque finalmente no fue la opción que escogimos, si fue uno de los candidatos finales. Tiene todo lo que le puedes pedir a un CRM y más! A destacar el equipo de soporte, siempre atento y dispuesto a resolver todas las dudas que te sirjan.

Contras:

Realmente no es un problema como tal, pero es un CRM con muchísimas opciones y inicialmente es muchísimas información a asimilar para comenzar a usarlo, pero a su vez la documentación e instrucciones son muy completas, además del equipo de soporte son ágiles y resolutivos.

Easy On-boarding and setup, fast support.

Comentarios: We are too big for no CRM, but not big enough to implement the HubSpot and Salesforce CRMs of the world. We tried those systems thinking we needed the features and analytics, but the spend and maintenance for those systems are too high. Freshsales, Freshchat, Freshmarketer, and Freshdesk make a seriously well priced and powerful system full of the features we need to produce the right results: a good relationship with customers. Freshworks' customer support is spot on. It seems no matter when I need help, they are less than a few minutes away from a solution. Freshchat is king! We've even deployed the same support structure on our website (Freshchat) and lead conversion has gone way up. It's nice to see a company have a product good enough to use themselves. I also like being able to achieve the same results for my customers as Freshworks has produced for me without major customizations.

Puntos a favor:

I was able to easily onboard to this system from HubSpot and Salesforce. The features in this system just work. You expect something to operate in a certain way, and it just does. Mail and calendar integration is super easy and really responsive (I used both Office 365 and Google Integrations). I love email templates and sales campaigns, they make working with leads and customers so easy and are not tucked away in a corner. The UX is much better than other systems, which means my salespeople are more likely to use the CRM, which is a common problem among salespeople and CRM systems.

Contras:

Freshsales is right-sized for us. It lacks some of the major enterprise features of bigger CRMs; but you also don't have too many features right in the way. I'm not a huge fan of the field paging UI on leads, deals, accounts, and contacts. I get that it makes it so you can add as many fields as you want, but it's hard to navigate and organize my screen just the way I like it. I resorted to using the Edit screen though, even when I'm not necessarily editing and that works well enough. Definitely not a big deal compare to all the other awesome features.

Best high end software for sales manager and their team working in startups

Comentarios: There are many alternative sales tools out there but freshsales helped me in my initial days of lead generation, hence I will recommend this tool to those who have just started into marketing & sales department.

Puntos a favor:

I was using this software for 1 and half year, I started with just live real-time chat service and now I have started using its premium features to manage my leads and sending them sales pitch and updates with easy campaign manager. I loved the user interface which takes no brains to understand the features that you need to solve your purpose. I have used their reporting tools that helps me make decisions based on results I have got from campaigns.

Contras:

I would love this tool if they provide integration with social networks too like Instagram and Facebook messages along with LinkedIn. Currently they have limited integration modules. Also importing files takes much time then managing and sending them sometimes it got stuck and I need to reiterate everything again.