What is our primary use case?
I have utilized Freshsales' workflow automation. Our team was missing conversations from customers and emails from customers, which might arrive on weekends or days after initial contact. I implemented a trigger so that if emails or active customers from which purchase orders have not been signed are waiting for proposals or awaiting POs to sign, and the customer's email has been received by the sales team on weekends or weekdays, they will be notified in fifteen minutes through workflow automation if the email is not read within a certain time duration.
Apart from that, we have also responded through those emails. If a customer's email has been received with approval and the automator identifies the approved signature or approved context in the email, it will automatically process the orders in the system without manual intervention from the sales team or sales user.
Advanced API limits present some customization constraints that we cannot address. For instance, adding sandboxing for the current setup is not possible. If I want to do something else, there might be a sandbox environment if they could provide it. The reporting feature is not currently available, which could be very beneficial.
What is most valuable?
Freeing up time in my sales process has had a significant impact. Earlier, considerable time was spent on manual activities. After using Freshsales, I have definitely saved considerable time.
Almost everything has been automated through a process-driven approach, such as sending purchase orders, responding to customer emails, or adding values to emails. I assess Freshsales' email tracking feature as very strong.
What needs improvement?
Freshsales could be improved if there were a team managing Freshsales service operations in-house. However, the support provided by the service team or fresh service team and the customer team of the company is very poor. I did not appreciate the support. If I had a partner in place who could guide me through Freshsales features, there would not be any issues.
Response time, overall customer response, and SLA must be improved. The quality of support should be enhanced from the customer service team. There are many limitations in Freshsales that can be addressed. Additional features I would appreciate seeing in the future to make it stronger include enhanced API limits, email restrictions, and sales sequences.
For how long have I used the solution?
I have been working with Freshsales for two to three years.
How are customer service and support?
I would rate their support as a seven out of ten.
Which solution did I use previously and why did I switch?
I have worked with many solutions before Freshsales. Earlier I used local CRMs, not Salesforce. Salesforce was too costly for me, so I migrated to Zoho, but Zoho proved difficult for my team.
I replaced it with Freshsales because I was already using ticketing service solutions such as Freshdesk and ITSM for Freshservice. I tested Freshsales as well, and it works effectively for my team.
How was the initial setup?
The initial setup for Freshsales was not straightforward. There were many customizations that I needed to do manually. As a partner with an in-house team capable enough to complete the migration activity, the setup was driven smoothly. However, considerable effort was invested in the migration process.
What about the implementation team?
The implementation took approximately one and a half months in my case. I needed two to three resources for that.
What other advice do I have?
Freshsales is an Indian locally driven business, so only a single currency is embedded. However, multi-language support, such as a combination of Hindi and English, is available.
I use Freshsales' predictive scoring, but I do not rely on it at scale because sometimes it might be inaccurate or provide lower quality predictions.
Sales sequences save considerable time, which is beneficial. I am also using a similar feature for marketing. The marketing team and sales team are collaboratively working on multiple campaigns, which really helps the business.
Approximately fifty to fifty-five people are using it in my company. I need two administrators to manage it.
I would recommend this product to other companies. For those seeking a more affordable and cost-effective solution, this is a good option.
I have been both a customer and a partner. I would rate this product a seven out of ten overall.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner