How will it help?
Freshsales CRM has features like AI-based lead scoring, built-in phone and email, visual sales pipeline, activity capture to help businesses scale and optimize their sales processes. The company claims that the addition of Intelligent Workflows update will help the CRM solution to take on larger, established incumbents in the sales CRM space.
How does it work?
According to the company, Intelligent Workflows will follow up on leads, send emails, raise invoices, which are considered as repetitive tasks that a salesperson needs to do everyday and are prone to errors. Intelligent Workflows in Freshsales are like simple “if-then” rules. Once a user creates a workflow, the rule scans for user-defined triggers, such as a new lead being created, or a deal status being updated to “Closed/Won”.
Once a trigger has been detected, a user-defined action such as creating a follow-up task, sending a personalized welcome email, modifying a record, or even using webhooks to send instant notifications is carried out.
“With the launch of this feature, sales teams can now create seamless workflow automations for even the most complex processes in a matter of minutes” said Srivatsan Venkatesan, Head of Product, Freshsales.
“Repetitive tasks can be automated which in turn helps sales teams focus on tasks that need their attention, thereby helping them be more productive.”
Apart from automated workflow management, the new feature can also track user behavior on the customer’s website or app and leverage these insights for smarter conversations. By automating emails and tasks, Intelligent Workflows in Freshsales ensures all leads and deals are managed efficiently. The flow-on effect of this means absolutely no leads or deals are mismanaged, thus making the team more productive leading to an increase in sales.
