Acquiring a CRM is one of the ways to stay competitive in today’s rapidly changing business environment. It should not just be a CRM platform, but one that suits your needs. Business processes are complex, and a good CRM can simplify them — from managing client data to customer retention. That’s what Freshsales and Salesforce do.
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Freshsales vs. Salesforce: An overview
Freshsales is an AI-based CRM platform that helps you with lead scoring, phone and email management, activity capture, customer engagement, and more. Freshsales offers excellent built-in communication tools such as VoIP calls, email, and SMS you can use in just a click. It automatically notifies you when a client responds to your message.
Salesforce, on the other hand, is a leading CRM software both in revenue and in market share. It is reasonably so because it offers advanced solutions to businesses across industries — manufacturing, health sciences, retail, services, education, governments, or nonprofit. Whether you’re a small, mid-sized, or large enterprise, Salesforce can be customized to your requirements.
Customizing your CRM
It is easy to customize your Freshsales account, dashboard, and modules according to your requirements and business style. It has editable fields and adjustable tools you can tweak. You can personalize the CRM by renaming its core modules — leads, contacts, accounts, and deals — in line with your brand. It allows you to create custom fields, set multiple languages and currencies, make custom sales activities, assign roles and access permissions, and use filters to find information or perform bulk actions.
Salesforce organizes all the tools you need to effectively engage with your customers in one place. It allows you to choose the client information you track, build custom reports and dashboards to make data-driven and insightful decisions, automate processes, personalize every step of client engagement, and connect your marketing, sales, and services to deliver social experiences. You can integrate the applications and customizable features to suit your needs.
Freshsales enhances your sales productivity with its customizable tools and features. It provides data-driven insights, so you can have a deeper understanding of your leads, helping you turn relationships into deals. The CRM helps you gather client information and automatically adds it to the database. You can also import data from spreadsheets and other CRMs.
Communicate to your customers and prospects directly from Freshsales via email, call, chat, and SMS. You can call in just a click, and calls are logged automatically to easily track all conversations and generate reports. Its built-in templates for email allow you to customize or create your email template with placeholders for bulk emails. You will get notified when people open your email and click on the links.
What you can do with Freshsales can also be done in Salesforce. Salesforce offers marketing, sales, and customer service tools to help you with your marketing needs, lead scoring, quotes and proposals, and engaging with clients. Internal processes are fully automated, and you are connected to all information across channels. Salesforce lets you integrate and customize all applications and features. You can link customer data, marketing, sales, and service. It allows you to seamlessly transition your interaction with clients.
Managing sales and customer service
Freshsales automates workflows and the sales process so you can wisely manage your time. It lets you automate manual tasks such as encoding customer profile and information, tracking events and conversations, and organizing all your communications.
With Freshsales, you can view, sort, and filter deals across multiple pipelines and forecast sales in stages. You can also track the progress of your sales goals and targets and generate accurate reports on your leads, sales figures, and sales reps. It features revenue analytics to give you an overview of the financial feasibility of your sales campaigns. Identify the source, location, sales reps, and best performers on your team.
What makes Salesforce stand out as the leading CRM is not only that it offers efficient sales tools and data analytics, but also it lets you connect with your customers and retain them over the long term. Respond to your customer’s queries faster and engage them proactively. It integrates data analytics in the platform to get a complete view of your clients to provide them with exceptional customer experiences.
Your sales agents and customer service representatives can engage with the clients across multiple digital communications channels such as social, live chat, messaging, and email. It has AI-powered chatbots and solutions to streamline processes.
Freshsales lets you easily collaborate with your team. Everyone can flexibly access the platform, team inbox, and all relevant customer information. It runs on iOS and Android devices, so you can receive notifications and access the app anytime, anywhere. Freshsales has native integrations, and it lets you integrate with other tools such as Google Calendar, Mailchimp, Segment, Hubspot, Office 365, Zapier, Piesync, Quickbooks, Xero, Facebook, Calendly, Justcall, GetAccept, and Setmore.
Aside from Salesforce’s simple dashboard with an intuitive user interface, it also offers flexibility and mobility. Everyone on your team can access the platform across multiple devices. And it offers excellent third-party integrations which include Slack, MailChimp, Google Suite, LinkedIn, Quickbooks, ActiveCampaign, Jira, Dropbox, and DocuSign.
Conclusion: Which is better, Freshsales or Salesforce?
Freshsales showcases comprehensive CRM tools and functionalities, which Salesforce also offers. Salesforce enhances all aspects of your client relationships from marketing and sales to customer service. But Freshsales provides some out-of-the-box features, while Salesforce banks on its simplicity, efficiency, and advanced technology in customer relationship management.
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