In today’s video, I share a Freshworks CRM tutorial for beginners. The focus today is break down how you can use Freshworks free CRM software to better manage your customs, leads and sales process with Freshsales.
Freshworks provides a CRM software called Freshsales. This is a sales-driven CRM built around enhancing the communication between users and contacts. Freshworks CRM ultimately aims to accelerate the customer journey.
This software also offers a generous free plan that is idols for small businesses and beginners just getting started with CRM related activities.
► Get started with Freshworks CRM for free here:
https://freshworkscrm.grsm.io/dn7jmyw3ayex
*(This link is an affiliate links, which means we will get a commission if you upgrade to a paid plan through this link, this helps support our channel and we thank you in advance!)
► Today we cover the following chapters in this Freshworks CRM tutorial:
0:00 Intro
01:08 Arriving at Freshsales
01:47 Getting started
02:37 Freshworks CRM dashboard
04:36 Add/manage users
05:24 Add contacts (leads/customers)
08:31 Add accounts (organisations/Companies)
10:56 Create deals
13:06 Add tasks
14:20 Create meeting (Appointments)
14:40 Compose Emails
15:06 Limitations (Free plan)
16:00 Additional features/elements
16:51 Outro
► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld
Let me know if you found this Freshworks CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#freshworks #crmsoftware #freshsales