Categories
Entrepreneurship

How To Use Freshworks CRM | FREE Sales-Driven CRM Software (Freshworks CRM Tutorial) [Video]

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 Intro01:08 Arriving at Freshsales01:47 Getting started02:37 Freshworks CRM dashboard04:36 Add/manage users05:24 Add contacts (leads/customers)08:31 Add accounts (organisations/Companies)10:56 Create deals13:06 Add tasks14:20 Create meeting (Appointments)14:40 Compose Emails15:06 Limitations (Free plan)16:00 Additional features/elements16:51 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-gauldLet 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