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:
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► Today we cover the following chapters in this Freshworks CRM tutorial:
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
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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
By: Stewart Gauld
Title: How To Use Freshworks CRM | FREE Sales-Driven CRM Software (Freshworks CRM Tutorial)
Sourced From: www.youtube.com/watch?v=LxIyTi_hqbo