Freshsales vs. Really Simple Systems

Generally speaking for small to mid sized team I really cannot recommend it enough. It has an excellent feature set, good amount of integrations, fairly customisable and backed by solid support. And the pricing is very competitive too. I feel like if your team is larger than that, you might want to look at other alternatives but for teams that size, its really perfect.

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If you have a customer/job where there are steps to be followed such as quotes, follow up, purchase orders received, etc. You can set reminders for a member of the team with their next step and they will be sent reminders. Works well as long as it is kept updated.

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• It helps you automate your onboarding process for new leads.
• It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
• It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.

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• Can send out marketing emailers within 5 minutes of an industry-specific update from any device
• Sales dashboard [can be] built how I want it using the Really Simple Systems widgets
• Activity integration from email accounts included
• Manage my sales pipeline opportunities effectively

• Leads and Contacts do not seem to be adequately defined.
• Reporting is not as robust as we would like it to be
• Integration with FreshDesk is one way - we can see information from FreshDesk to FreshSales but not vice versa

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• Resends - I would like a simple [one-click] function to resend email campaigns to [non-openers.]
• [Emails] that have been created but not sent or attached to a campaign I would like to see a place that they could be in [the] draft so I can come back to them at a later date without them appearing on the email list[.]

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I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve

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Simple systems is great for smaller sales and marketing teams to log their territories and report on progress on their opportunities. There are many useful features such as tasks and reporting to show to management how opportunities are progressing and when the estimated close date would occur. The two main issues are scalability within larger [organizations] and the ease to duplicate contacts.

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When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...

Whenever I have had any issues, which is probably only 3 times in 10 years, the back office support has been fantastic and got me up and running again in a very short time. Cannot fault them at all. But as I stated, problems have been very few and far between.

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We selected FreshSales because we needed something cheaper and more user-friendly than Salesforce, but we're now in the process of switching to HubSpot because it gives you the best of both worlds - ease of use + scale and reliability

We choose RSS due to cost. We are a startup and needed a great solution that did not cost [a lot]. RSS [fits] all our needs at the perfect price. We could not be more thrilled with our choice and it has simplified our client interaction[.]

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• Increased visibility of open deals, as well as encouraging 'clean' data
• Faster data updating (if Freshsales is used as our sole source of data)
• Some follow-ups are missed, as sales staff forget to create new tasks after each follow up, depending on if the call was answered or not (for example)

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• A very positive effect on our understanding of our customers and what kind of events are working well at the venue and which aren't. This will allow us to work more smartly when responsive to enquiries, improving our overall productivity.
• Very positive impact on our current review of marketing and sales strategy.

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