Freshsales vs. InsideSales.com / XANT Predictive Pipeline (discontinued)

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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C9 is a good and economical solution for what it does. If evaluating them today, I would want to clearly understand their product roadmap and their ability to execute against it.

• 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.

Incentivized

Independently Invited by TrustRadius

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• It gives you the ability to see where your pipeline was in the past and compare to how it is now. You can set queries that will allow you to show at risk deals, committed deals, etc.
• This gives much better visibility for management to coach.

• 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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Independently Invited by TrustRadius

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• We had uptime issues, weird error messages, sluggish performance, and bad data. I hope that some of this can be attributed to growing pains as the company was relatively new when we signed our initial contract.
• It was not dependable enough to trust the data and to count on accessing the app when we needed it.
• It actually was unavailable at EOQ one time.
• I also did not care for the lack of real-time pipeline information. If someone was doing a pipeline review, there was no instant gratification i.e. to see changes in pipeline occur as an AE made a change to an opportunity.
• You couldn’t do any configuration at all. Even if you just wanted to change a field or add a filter, you had to go through their services team. It was a recognized challenge and I saw roadmap addressing it.
• The query tool is a little hard to use and we have found that queries are very slow and lock up.

C9 is now part of the sales management culture here at IPC. There is no longer any guesswork about the funnel or the forecast. C9 does something that SFDC does not...it increases significantly the value of the information in SFDC by unlocking the meta data that we all need to run the business

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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From a sales manager’s perspective it was fairly easy to use the base
functionality (just viewing current pipeline) and much harder to look at
analytics (pipeline changes over time). C9 made this easier by allowing sales ops to publish views to sales managers. The query tool was harder to use than it had to be. For example, there were no out of the box relationships set up between Salesforce.com tables (e.g. accounts to opportunities), so I had to create those relationships myself.

In 2 years we have only had 1 uptime issue for around 45 min.

We have experienced sluggish performance.

We have found that queries are very slow and lock up.

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...

C9 cares about their customers and responds quickly. However, the ticketing system could be better and there is no easy way to track the status of your requests.

Good assistance on set up and detailed training

Online information and training was done reasonably well compared to other vendors, but would benefit from being more polished and rounded out.

Very simple implementation. They basically set up the imports and then they configure the tool per customer requests.

I wish there had been more consultation during the implementation, but it wasn’t bad given the effort expended. We ended up re-implementing after about a year and a half.

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

Zoho CRM is less up to speed and much more out of date. The support at InsideSales.com Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!

Incentivized

Independently Invited by TrustRadius

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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)

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The product provides a single source for pipeline and forecast data and has scaled well with our organization. We have grown from 10 sales reps to 100 reps and we really needed a tool to to manage data and do roll-ups etc.
• It's also important to provide senior management visibility into the pipeline, and the tool works well for this.