キャプテラ - 日本企業の最適な
ソフトウェア選びをサポートし17年
Freshsalesとは？
Freshsalesは、営業チーム向けの本格的な営業チーム自動化ソリューションです。質の高いリードへの訴求、状況に適した会話を、AIを活用した知見に基づく取引、顧客関係の育成など、営業担当者が必要とするさまざまな機能を提供します。メール、電話、チャット、テレフォニーを搭載したFreshsalesを使用すると、販売プロセスを自動化して営業チームの日常業務の効率と生産性を向上させることができるので、営業チームは営業活動により多くの時間を使うことができます。
Freshsalesの対象ユーザー
Freshsalesを使用すると、リードへの訴求、エンゲージメント、クローズ、そして育成を推進できます。CRMの他にいくつものツールを業務に使う必要はもうありません。Freshsales CRMだけで業務を行うことができるようになります。
Freshsalesをご存知でしょうか？
別の人気製品との比較
Freshsales
Freshsalesの他のおすすめ代替製品
Freshsalesの評判・レビュー
Easy On-boarding and setup, fast support.
製品を使ってみた感想： We are too big for no CRM, but not big enough to implement the HubSpot and Salesforce CRMs of the world. We tried those systems thinking we needed the features and analytics, but the spend and maintenance for those systems are too high. Freshsales, Freshchat, Freshmarketer, and Freshdesk make a seriously well priced and powerful system full of the features we need to produce the right results: a good relationship with customers. Freshworks' customer support is spot on. It seems no matter when I need help, they are less than a few minutes away from a solution. Freshchat is king! We've even deployed the same support structure on our website (Freshchat) and lead conversion has gone way up. It's nice to see a company have a product good enough to use themselves. I also like being able to achieve the same results for my customers as Freshworks has produced for me without major customizations.
良いポイント:
I was able to easily onboard to this system from HubSpot and Salesforce. The features in this system just work. You expect something to operate in a certain way, and it just does. Mail and calendar integration is super easy and really responsive (I used both Office 365 and Google Integrations). I love email templates and sales campaigns, they make working with leads and customers so easy and are not tucked away in a corner. The UX is much better than other systems, which means my salespeople are more likely to use the CRM, which is a common problem among salespeople and CRM systems.
改善してほしい点:
Freshsales is right-sized for us. It lacks some of the major enterprise features of bigger CRMs; but you also don't have too many features right in the way. I'm not a huge fan of the field paging UI on leads, deals, accounts, and contacts. I get that it makes it so you can add as many fields as you want, but it's hard to navigate and organize my screen just the way I like it. I resorted to using the Edit screen though, even when I'm not necessarily editing and that works well enough. Definitely not a big deal compare to all the other awesome features.
検討した類似製品：
Best high end software for sales manager and their team working in startups
製品を使ってみた感想： There are many alternative sales tools out there but freshsales helped me in my initial days of lead generation, hence I will recommend this tool to those who have just started into marketing & sales department.
良いポイント:
I was using this software for 1 and half year, I started with just live real-time chat service and now I have started using its premium features to manage my leads and sending them sales pitch and updates with easy campaign manager. I loved the user interface which takes no brains to understand the features that you need to solve your purpose. I have used their reporting tools that helps me make decisions based on results I have got from campaigns.
改善してほしい点:
I would love this tool if they provide integration with social networks too like Instagram and Facebook messages along with LinkedIn. Currently they have limited integration modules. Also importing files takes much time then managing and sending them sometimes it got stuck and I need to reiterate everything again.
Professional experience on working with freshsales
製品を使ってみた感想： I worked with builder.ai where in a lot of customers used to come in for applications which can be customised. Tracking such leads was done through freshsales. We were able to successfully get a lot of leads using this tool
良いポイント:
Since the company I was working with was very much into building customer relationships, this product proved beneficial. Tracking customer records is the best part about it
改善してほしい点:
After sales, customer support is not very extensive. Hence maintenance of long term relationships may hamper
Missing things rivals do well
製品を使ってみた感想：
Not great. Customer service is excellent, though!
Things I think should be basic (or I used in Pipedrive) just don't exist or don't work in Freshsales.
良いポイント:
What it has is pretty easy to use, and finally with the addition of timeline view, getting different views is good. Creating reports is not easy, although very powerful.
改善してほしい点:
Mail integration is pointless for me. If set to 'auto', all emails from a client appear on all of their deals, rather than having intelligent algorithms that are deal-specific. Also, no search function on email page immediately makes have email sync pointless for me. Sync is slow. I can add a deal, or a contact, but often won't appear in searches for a long time, so I can't start linking emails or creating new deals.
Freshsales has gained the insights of food retail managers.
製品を使ってみた感想： Despite the challenges with reporting, my overall experience with Freshsales has been positive. The platform has effectively streamlined our sales processes, from capturing leads to closing deals. The centralized contact management system ensures that all customer interactions are logged and easily accessible, greatly improving our team’s collaboration and efficiency. The user interface is clean and easy to navigate, making it user-friendly for our team. The automation and AI-driven insights have significantly boosted our sales performance, making Freshsales a valuable tool for our business.
良いポイント:
As a manager of a small food retail business, I found Freshsales’ lead management and automation features incredibly useful. The intuitive lead scoring and automated follow-up system helped us prioritize high-potential leads, maintaining consistent communication with minimal manual effort. Freddy AI’s predictive insights have notably enhanced our conversion rates, which is crucial for our growth.
改善してほしい点:
However, the complexity of the reporting and analysis tools was a significant drawback. Customizing reports to fit our specific business needs proved to be challenging, especially without advanced technical skills. This complexity often made it difficult to quickly generate actionable insights, hindering our ability to make timely and informed decisions.
