A cloud-based customer relationship management (CRM) tool called Freshsales assists companies in managing their connections with both current and potential clients.
Freshsales is a cloud-based customer relationship management (CRM) tool that assists companies in managing their connections with current and potential clients across a variety of industry verticals.
Freshsales is a salesforce automation tool built for the cloud that enables companies to manage leads, client connections, customer engagement, and more through a single platform.
With the help of the platform, businesses can design and track sales activities, add custom fields to collect and store client data, and synchronize data throughout the full customer journey, from prospecting to contact and conversion.
Functions of fresh sales
1) Chat Campaigns.
Lead bot” campaigns
Contextual triggered message campaigns
Chat + Email campaigns
You could be questioning whether live chat is appropriate for your sales tactics before we get started. Yes, in a nutshell, and here’s why:
- B2B sales often use one of five techniques: Self-Service DIY Sales transactions Selling solutions consultation in sales provocation in sales.
- You may control the front end of all of these through live chats. DIY may even be able to increase the number of prospects going into your current sales funnel, providing you with a fully automated sales process.
- The secret is to devise a plan for automating your operations so that your live chat solution handles as much lead generation and qualification as feasible instead of your actual sales representatives. However, we’ll go into greater detail on how to achieve that shortly.
Let’s now examine the three types of campaigns in that live chat is so beneficial for in-demand sales teams.
“Lead Bot” Campaigns
- For the most part, businesses just employ live chat on their websites to answer client questions. That was presumably brought on by the restrictions in the first live chat programs. Live chat was session-based when it was originally introduced, as you can see.
- Since they don’t save your chat history or let you talk with people using different devices, session-based chats only offer fragmented, broken experiences.
- Even worse, you have to restart the chat from scratch if it disconnects for whatever reason due to a problem. A continuous, contextual experience cannot be offered.
- Instead, because they give both customers and enterprises a terrific chatbot experience, current messaging apps are dominating the corporate world. They are adaptable, simple to use, and inexpensive. A small sample of what’s possible when using chatbots for lead generation is provided here. Chatbots can be automated to communicate with prospects and qualify them as leads at their most basic level.
- The chatbots of today may interact with your CRM application, allowing you to effectively set it up as a “leadbot.” With that configuration, you can automate the customer data to your CRM dashboard and significantly reduce the amount of human work involved in sales prospecting.
Additionally, you can train the chatbot to adhere to smart processes so that it may communicate with your prospects in a variety of situations, including during your off-hours.
Here’s how it operates:
- The chatbot acts as a substitute for a live chat representative.
- Depending on how interested they are, it qualifies leads.
- After then, it transfers control of the conversations to their human equivalents.
- How about maximizing team bandwidth while creating a funnel that is impenetrable? The story doesn’t end there, though.
Chatbots can be employed to persuade potential customers to:
- Set up a demo.
- Sign up for a future webinar You can enroll in a course right from the chat widget.
Make sure you customize your chatbot to use your brand voice to prevent it from sounding robotic. Create a unique version of it with the personality that best represents your brand, whether it’s hilarious, warm, feisty, or something else entirely.
Contextual Triggered Message Campaigns
Chatbots can act as virtual receptionists at the front desk of your website, interacting with guests and responding to their inquiries. Additionally, you can execute automated campaigns without bots, similar to the self-service kiosks in your front desk lobby.
You only need to automate user behavior-based trigger messages to do this.
What kinds of actions can trigger messages? visiting particular websites press a button lingering for a predetermined amount of seconds or minutes on a page
Visiting particular websites
Press a button lingering for a predetermined
Amount of seconds or minutes on a page
In the virtual world, this is actually the best illustration of contextual selling. You can send hot leads who may be considering a purchase extremely targeted messages if you have triggered messaging set up on your website.
The user experience is superior to that of many other sales and marketing apps, which is the best part. Triggered messages appear discretely within the chat widget, as opposed to the intrusive pop-ups that interfere with a customer’s experience to the point that they turn them off. Visitors have complete control over navigation, and they don’t make any demands on their time.
Similar to chatbots, you may use triggered campaigns to work for you around the clock and enjoy the advantages of automation.
For instance, you can use triggered messages to interact with prospects based on their behavior if analytics show that a sizable percentage of prospects from various time zones visit your website outside of your normal business hours.
You may launch high-impact campaigns using triggered messages, such as:
- Event sign-ups
- Product upsells and cross-sells
- Discounts and giveaways
- Demo sign-ups
1) Chat + Email Campaigns
By integrating live chat and emails, as opposed to viewing them as either/or choices, you can have a synergistic impact on your sales process. for instance To get a foot in the door with your prospects, use live chat. Learn their names, email addresses, and interests.
Utilize the data to send tailored emails to nurture prospects. Offer to call them back and address their questions, a free trial, or the opportunity to register for a custom demo as a follow-up.
Select a messaging app that offers live chat + email automation as part of its feature set if you want to increase the effectiveness of this campaign. You can choose from a variety of pre-made email templates, edit them, and schedule them for delivery at a specific time using this tool.
The following sectors can gain significantly from this collaboration: You can automate targeted emails (with incentives) to customers who start a chat about ending their free trial or subscription in order to persuade them to stick around.
2) Contact Management.
Rolodex and Filofax systems are where the history of contact management begins. From there, it evolved into desktop-based standalone software and email clients with integrated contact management features.
Despite these notable technical advancements, many firms discover that their contact management systems are really no more than a straightforward database with names, phone numbers, and notes.
The categories of sales management and contact management software have become more intertwined recently as businesses increasingly recognize the importance of a more unified system that can capture a greater variety of company data. By integrating the tracking of contacts, their interactions with your business, the items they buy, the ones they don’t, and the challenges they face, you can create a single, unified picture of the customer. Both a successful sales staff and first-rate customer service depend on having such knowledge.
The basic shift required is from sophisticated contact books to systems that track the whole customer experience from beginning to finish and then link those journeys to products.
3) Conversion Rate Optimization.
Conversion rate optimization helps you to cut back on customer acquisition costs by getting more value from the traffic and customers you already have. By improving your conversion rate, you may increase income per visitor, draw in more customers, and grow your business.
A landing page will produce 200 conversions per month, for instance, if it receives 2000 visitors per month and has a conversion rate of 10%. The number of conversions created increases by 50% to 300 per month if the conversion rate can be raised to 15% by optimizing various page elements.
When it comes to boosting conversions, there is always space for improvement, and the greatest businesses are always refining and enhancing their websites and mobile applications to enhance user experience and boost conversions.
Frequently Asked Questions
Try Freshsales, a cloud-based CRM for your sales and marketing teams (formerly known as Freshworks CRM). Freshsales CRM enables organizations to scale more quickly and gives both small and large companies access to cutting-edge business software.
Try Freshsales, an all-in-one sales solution that enables you to gather, engage, nurture, and close leads. Freshworks CRM was formerly known as Freshsales.
Our top-ranked open-source CRM is also the best CRM program overall on our site. Freshworks CRM, formerly known as Freshsales, achieves a good compromise between a feature-rich enterprise solution and a CRM with few extraneous functions. Additionally, it offers excellent customer service, and the software is remarkably simple to use.
Sales force automation, pipeline management, and SaaS or cloud access are all standard elements of effective CRMs from established businesses like Salesforce and SAP. They aid both sales representatives and supervisors in streamlining their workflows and tracking lead to enhance sales procedures.
Although Freshworks CRM has more inexpensive pricing and standardized customer service solutions, Salesforce CRM still has the majority of the global market share for customer relationship management.