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Ratings and Reviews 3 Ratings

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What is Freshsales?

Stop juggling various tools and start using Freshworks CRM, which has evolved from Freshsales and Freshmarketer to incorporate AI technology. This platform provides a comprehensive view of your prospects and clients, integrating marketing automation, salesforce automation, chat, and telephony into one efficient solution. With the assistance of Freddy AI, Freshworks CRM enables you to identify top leads, enhance customer interactions, finalize deals, and effectively nurture your existing clientele through an intelligent and all-encompassing system. By utilizing Freshworks CRM, your sales team gains enhanced access and oversight of a superior CRM experience. This robust platform serves as a powerful CRM and lead management solution, designed to help dynamic sales teams seize more opportunities while eliminating guesswork from the sales process. It offers a variety of features, including integrated phone and email capabilities, task management, appointment scheduling, note-taking, user behavior tracking, and comprehensive reporting tools. Through this system, you can engage in contextual conversations that significantly boost your chances of capturing more business. By attracting visitors and converting them into qualified leads, you can drive your sales success to new heights.

What is ClearSlide?

Effective sales enablement that leads to successful deal closures is essential for any organization. This all-encompassing sales engagement platform incorporates key components such as content management, communication tools, and sales intelligence, designed to enhance every interaction with prospective clients. It organizes curated resources and team collections systematically, ensuring that content is easy to find and can be customized to stay relevant. Each engagement with customers gains importance through seamless interactions across multiple channels, including online platforms, email, mobile devices, screen sharing, and in-person meetings. The platform provides unmatched insights into every customer touchpoint, enabling sales representatives, leaders, and marketers to access engagement analytics that refine their decision-making processes. By intelligently guiding sellers to the most pertinent content for each phase of the CRM journey, it employs a distinctive set of rules-based recommendations that elevate the sales experience and improve efficiency. Furthermore, it streamlines onboarding processes and encourages best practices, with ClearSlide Replay recordings and performance dashboards serving as valuable coaching tools that offer transparency into meetings, presentations, and slide utilization, ultimately bolstering overall sales effectiveness. By integrating these advanced features, organizations can not only achieve greater sales capability and responsiveness but also foster a culture of continuous improvement within their sales teams. This holistic approach ensures that every team member is well-equipped to drive success in a competitive marketplace.

Media

Media

Integrations Supported

AnswerConnect
Business Card Reader
Chief
CoPilot.Live
Cognito Forms
Cratoflow
Flatly
Integrately
Leo
Mazaal AI
MyFormData
Qlik Application Automation
Sales Robots
SolarDialer
Sourcetable
Squaretalk
Sysevo
Voxloud
Xoxoday
Zapier

API Availability

API Availability

Has API

Pricing Information

$9 per user per month
Growth - $9 per user per month
Pro - $39 per user per month
Enterprise - $59 per user per month

All prices are billed annually
Free Trial Offered?

Pricing Information

$35.00 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

24 Hour Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Freshworks

Date Founded

2011

Company Location

United States

Company Website

www.freshworks.com/crm/

Company Facts

Organization Name

Bigtincan

Date Founded

2010

Company Location

United States

Company Website

www.clearslide.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Email Tracking

Audience Segmentation
Campaign Management
Event-Based Notifications
Team Management

Financial CRM

Lead Management
Relationship Tracking
Territory Management

Inside Sales

Call List Management
Call Recording
Campaign Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance CRM

Not specified

Lead Management

Activity Tracking
Lead Capture
Lead Distribution
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Sales Acceleration

Not specified

Sales Analytics

Not specified

Sales Engagement

CRM Integration
Email Sequences
Email Tracking / Automation
Reporting / Analytics
Sales Automation
Task Management
Workflow Management

Sales Force Automation

Call Management
Contact Management
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Territory Management

Sales Prospecting

Not specified

Sales Tracking

Not specified

Categories and Features

Content Experience

Not specified

Digital Sales Room

Not specified

Email Tracking

Campaign Management

Personalized Video

Not specified

Sales Coaching

Not specified

Sales Enablement

Collaboration
Content Management
Document Management
Meeting Management
Performance Management
Presentation Management
Training Management

Sales Engagement

CRM Integration
Email Sequences
Email Tracking / Automation
Reporting / Analytics

Sales Force Automation

Campaign Management
Email Marketing
Opportunity Management
Performance Metrics

Video Conferencing

Not specified

Video Email

Not specified

Web Conferencing

Not specified

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