What is our primary use case?
From a user point of view, I use Freshsales for my day-to-day sales activities, and as a basic system for the sales team, it is very user-friendly. I can assign different sales teams, and even if I don't need them to be in-house, I can manage their activities from anywhere, getting all the data in one platform where they can independently work and keep the updates.
What is most valuable?
Freshsales is primarily used as a CRM, and I'm using it as a CRM.
I have some experience with Freshsales workflow automation, and I find that it does have an impact, especially with basic workflow automations such as sales campaigns that I have tried, although I am sure that is just the minimal part of the automation. I didn't explore it much because my team members explained to me what the other features are, but as I'm running a small team, I didn't find a use case for a full-fledged automated workflow. I do remember that before I knew about workflow automation, my sales team used to spend a lot of time getting data, especially because we mainly work with campaigns and newsletters. They used to work manually to obtain certain information or eliminate some data. When the team advised about certain automation, it made it very quick to get that information.
Regarding the email tracking feature, I would say it helps with customer engagement. For example, in a massive sales campaign, once it is sent, the next level of engagement can be tracked based on email tracking, such as how many were received or if they were opened multiple times. There are different scenarios where I can plan accordingly, and I can send a second level of campaigns based on the first one's report. I have different options according to my needs.
What needs improvement?
I see things in Freshsales that could be improved. With the current market trend, I cannot specify anything, but I remember that for email campaigns, more templates could be useful since it depends on the plans for template accessibility. I think I'm using the forest plan; I have to check my records, but it has some limited templates. For example, if you look at Canva, the templates it provides can be more flexible for editing. Other features, such as data entry, could also be enhanced. I need to mention that my salesperson pointed out some things related to contacts, but otherwise, the support feature, especially the chat option and FAQs, is very self-explanatory with many useful elements.
I would give Freshsales something around seven out of ten. Regarding AI features, I never tried those, so I cannot comment on them. However, from my experience, I feel that templates should have more options and customizable template features, especially when it comes to importing images into email templates. There are limitations in that area, and enhancing those editing capabilities would be much more useful.
For how long have I used the solution?
I have been working with Freshsales for three years now.
What do I think about the stability of the solution?
Freshsales is stable; I have never had any issues with glitches or bugs.
What do I think about the scalability of the solution?
Freshsales is a scalable solution.
How are customer service and support?
I would rate Freshworks support an eight on a scale from zero to ten.
How was the initial setup?
The installation part and deployment procedure of Freshsales is not complex, but it requires proper training.
What about the implementation team?
I got support from my partner, so with customers, even for a test environment, it's quite straightforward.
What was our ROI?
Regarding return on investment with Freshsales, it is good if you're really using it. For me, it's the best thing since it keeps my contacts or customer repository in one place and accessible from anywhere. I don't need to keep it in a traditional format, so that is the basic concept of having a system, and it can be shared with the team with role-based access, which are clear advantages. I don't have a specific measure for that, though.
Which other solutions did I evaluate?
In comparison to other products, I think Freshsales has other leaders in the market, but from a price perspective, it is more affordable than the competition.
What other advice do I have?
Regarding Freshsales' AI capabilities, I haven't experienced them yet, as I'm not using them. Perhaps I have to sit with the team and understand the new features, but right now, if you ask me about that, I cannot give feedback.
I have seen predictive scoring and while not very much, I find it really helpful, but in my personal scenario, I'm not running based on that, although I think the scoring and these things are good.
I would give Freshsales a rating of seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.