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Empower your sales teams
with a unified platform for selling
Next
Siloed Approach
Siloed approach to selling
Qualification Evaluation NurturingProspecting Negotiation Closing
Lead Generation tools
Website visitor tracking
Web-to-lead capture
Chat
Conversion Optimization
Sales engagement, Email tracking and Email Sync
Lead Scoring, Sales Intelligence
ReportingCollaboration tools
CPQ
Invoicing
Telephony
Call Recording, Logging & Tracking
Helpdesk
CRM
Marketing Automation (Campaigns)
2
Next
Sales 360
Challenges
in this
approach
Hard to set up, train and use multiple tools
● Too many tools to manage. Complex CRM implementation
● Absence or poor integration among all the tools used
Poor productivity
● Sales teams spend less time selling and more time on mundane tasks
Data mismanagement
● Data is lost, has duplicates or outdated
Sales decline
● Inability to identify the right prospects. Limited or no context about
the prospect
● Missing timelines and opportunity window
3
Increase in costs
● Exponential increase in costs (for acquisition,
implementation and maintenance)
Introducing Freshworks Sales 360
A single platform for your sales needs
Next
Sales 360 -2
Prospecting
Qualification
EvaluationNegotiation
Closing
Nurturing
4
Freshworks
Sales 360 Features
5
Prospecting
Qualification
Negotiation
Closing
Nurturing
Evaluation
Marketing Automation
Contact Management
Workflow Automation
Collaborate with
Context (Freshconnect)
Customer Support
Omnichannel
Engagement
Sales Intelligence
(Powered by AI)
Mobile App
(Freshsales)
Reports and
Dashboards
Marketplace Apps
(Freshsales)
What Freshworks
Sales 360
can do
Next
Sales 360
Attract
Attract leads from multiple sources.
Create personalized campaigns and
optimize your website to maximize
conversions.
Engage
Engage in contextual conversations with
leads on multiple channels like phone,
chat, email, and social.
Close
Harness the power of AI to surface hot
leads and even identify promising deals.
Build a strong sales pipeline and close
deals faster.
Nurture
Help customers grow by staying on top
of their needs. Develop long-lasting
customer relationships.
6
*Upcoming
Introducing Freshworks Sales 360
A unified platform for selling
Next
Features
Freddy
The Sales and
Support Omnibot
Freshworks Marketplace
Seamless integration with
third-party apps.
Freshchat
Proactive Customer Engagement
Freshdesk
Customer Support
Freshconnect
Collaboration-in-context
Freshcaller
Cloud based Call center
Freshmarketer
Marketing Campaigns* & CRO
Freshsales
CRM
7
Freshworks Sales 360 Features
Marketing Automation
Prospecting Qualification Evaluation Negotiation Closing Nurturing
Alerts and Notifications Workflows Customer Support
Web forms
Tasks, Appointment,
and Notes Collaborate with Context Sales Campaigns
Contact Management
Lead Management Deal Management
Omnichannel Engagement
Email ManagementFreshchat
Sales Intelligence
Event Tracking Lead Scoring Deal Rotting
Autoprofile enrichment
Deal Probability and Insights
Behavior based
segmentation
Mobile App Reports and Dashboards Marketplace Apps
Attract Engage Close Nurture
Phone
Conversion Optimization
Marketing campaigns
8
Why change
to Freshworks
Sales 360
Sell smarter
Gain complete context into customer behavior and engage
meaningfully.
Sell faster
Surface hot leads and identify promising deals with AI-based
predictions. Connect with them instantly through built-in
phone, email, and chat.
Sell more
Get real-time notifications on what needs your attention and
never miss a chance to close more deals. Nurture customers for
upsell and cross-sell opportunities.
Spend less
Improve sales productivity. Spend less time, effort and money
juggling across multiple tools or performing manual tasks.
Next
How Sales 360 works?
9
10
How Freshworks sales 360 works?
A prospect visits your website
(optimized by Freshmarketer).
The prospect asks a query
(Freshchat) and is captured as
a lead(Freshsales).
The sales rep nurtures the lead
using Sales campaigns (Freshsales).
The lead expresses interest.
The sales rep makes a
follow-up call (Freshcaller).
Freddy’s deal insights suggest
that there is a high chance of sale.
The sales rep connects with legal
and billing teams (Freshconnect)
and closes the deal.
After sale queries are
addressed with Freshdesk.
150,000+ customers across the globe
11
Awards and Accolades
Next
Freshworks Security
12
You are in safe hands
For more details:
https://www.freshworks.com/security/
Next
Reach Freshsales
13
www.freshworks.com/freshsales-crm
+31 6 33 91 33 26
lars.vanderheijden@freshworks.com
Reach Us
14
Freshworks Sales 360 Features
Next
Change to Sales 360 07
Contact Management Omnichannel Engagement
Collaboration with Context
Sales Intelligence
(Powered by AI)
Marketing Automation
Reports and Dashboards
Workflow Automation App Marketplace
Mobile AppCustomer Support

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Freshsales 360 overview

  • 1. Empower your sales teams with a unified platform for selling Next Siloed Approach
  • 2. Siloed approach to selling Qualification Evaluation NurturingProspecting Negotiation Closing Lead Generation tools Website visitor tracking Web-to-lead capture Chat Conversion Optimization Sales engagement, Email tracking and Email Sync Lead Scoring, Sales Intelligence ReportingCollaboration tools CPQ Invoicing Telephony Call Recording, Logging & Tracking Helpdesk CRM Marketing Automation (Campaigns) 2
  • 3. Next Sales 360 Challenges in this approach Hard to set up, train and use multiple tools ● Too many tools to manage. Complex CRM implementation ● Absence or poor integration among all the tools used Poor productivity ● Sales teams spend less time selling and more time on mundane tasks Data mismanagement ● Data is lost, has duplicates or outdated Sales decline ● Inability to identify the right prospects. Limited or no context about the prospect ● Missing timelines and opportunity window 3 Increase in costs ● Exponential increase in costs (for acquisition, implementation and maintenance)
  • 4. Introducing Freshworks Sales 360 A single platform for your sales needs Next Sales 360 -2 Prospecting Qualification EvaluationNegotiation Closing Nurturing 4
  • 5. Freshworks Sales 360 Features 5 Prospecting Qualification Negotiation Closing Nurturing Evaluation Marketing Automation Contact Management Workflow Automation Collaborate with Context (Freshconnect) Customer Support Omnichannel Engagement Sales Intelligence (Powered by AI) Mobile App (Freshsales) Reports and Dashboards Marketplace Apps (Freshsales)
  • 6. What Freshworks Sales 360 can do Next Sales 360 Attract Attract leads from multiple sources. Create personalized campaigns and optimize your website to maximize conversions. Engage Engage in contextual conversations with leads on multiple channels like phone, chat, email, and social. Close Harness the power of AI to surface hot leads and even identify promising deals. Build a strong sales pipeline and close deals faster. Nurture Help customers grow by staying on top of their needs. Develop long-lasting customer relationships. 6
  • 7. *Upcoming Introducing Freshworks Sales 360 A unified platform for selling Next Features Freddy The Sales and Support Omnibot Freshworks Marketplace Seamless integration with third-party apps. Freshchat Proactive Customer Engagement Freshdesk Customer Support Freshconnect Collaboration-in-context Freshcaller Cloud based Call center Freshmarketer Marketing Campaigns* & CRO Freshsales CRM 7
  • 8. Freshworks Sales 360 Features Marketing Automation Prospecting Qualification Evaluation Negotiation Closing Nurturing Alerts and Notifications Workflows Customer Support Web forms Tasks, Appointment, and Notes Collaborate with Context Sales Campaigns Contact Management Lead Management Deal Management Omnichannel Engagement Email ManagementFreshchat Sales Intelligence Event Tracking Lead Scoring Deal Rotting Autoprofile enrichment Deal Probability and Insights Behavior based segmentation Mobile App Reports and Dashboards Marketplace Apps Attract Engage Close Nurture Phone Conversion Optimization Marketing campaigns 8
  • 9. Why change to Freshworks Sales 360 Sell smarter Gain complete context into customer behavior and engage meaningfully. Sell faster Surface hot leads and identify promising deals with AI-based predictions. Connect with them instantly through built-in phone, email, and chat. Sell more Get real-time notifications on what needs your attention and never miss a chance to close more deals. Nurture customers for upsell and cross-sell opportunities. Spend less Improve sales productivity. Spend less time, effort and money juggling across multiple tools or performing manual tasks. Next How Sales 360 works? 9
  • 10. 10 How Freshworks sales 360 works? A prospect visits your website (optimized by Freshmarketer). The prospect asks a query (Freshchat) and is captured as a lead(Freshsales). The sales rep nurtures the lead using Sales campaigns (Freshsales). The lead expresses interest. The sales rep makes a follow-up call (Freshcaller). Freddy’s deal insights suggest that there is a high chance of sale. The sales rep connects with legal and billing teams (Freshconnect) and closes the deal. After sale queries are addressed with Freshdesk.
  • 13. You are in safe hands For more details: https://www.freshworks.com/security/ Next Reach Freshsales 13
  • 14. www.freshworks.com/freshsales-crm +31 6 33 91 33 26 lars.vanderheijden@freshworks.com Reach Us 14
  • 15. Freshworks Sales 360 Features Next Change to Sales 360 07 Contact Management Omnichannel Engagement Collaboration with Context Sales Intelligence (Powered by AI) Marketing Automation Reports and Dashboards Workflow Automation App Marketplace Mobile AppCustomer Support