How to Use Freshsales CRM: Boost your Sales in 2025?

Feeling overwhelmed by messy contacts and lost deals?

It can be challenging to keep track of everything when growing your business. Freshsales CRM can help!

This fantastic tool organizes your contacts, tracks your deals, and even automates tasks – like magic! Think of it as your super-powered sidekick for sales.

In this guide, we’ll show you how to use Freshsales CRM to become a sales superhero.

You’ll learn the basics step-by-step so you can conquer your sales goals and save the day!

Freshsales

Start your free Freshsales CRM trial and see results in a few seconds! Explore the platform and revolutionize your customer relationship management (CRM). Visit their site properly now.

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也許您正在尋找更實惠或具有不同功能的產品。 tout 這篇文章將探討 2025 年學術寫作的 9 大 Paperpal 替代方案。

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現在是時候探索我們精選的 Paperpal 替代品了！

我們考慮了功能、易用性和價格等基本因素。

或專業人士，我們可以為您提供選擇。

查看我們的清單以找到完美的寫作工具。

This makes it easier to give them excellent service and close those deals.

Here’s a quick peek at some of the cool things Freshsales CRM can do:

• 有沒有想過寫作會變得輕而易舉？這就是 Jenni 的用武之地。 這款人工智慧工具就像你的合作作者，可以幫助你克服寫作障礙，更快創造出高品質的內容。
• 把它想像成一個超級聰明的助手，它可以預測你接下來要說的話，並提供改進寫作的建議。很酷吧？ See where each potential sale is – from the first hello to the final handshake (or digital high-five!).
• Paperpal 與 Jenni 的對決 2025 年學術寫作的 9 大 Paperpal 替代方案 8
• See how you’re doing: Freshsales CRM has excellent charts and graphs that show you how your sales process is working.

So, who is Freshsales CRM perfect for? It’s an excellent fit for businesses of all sizes, but it’s beneficial for small—to medium-sized businesses looking to grow.

If you have a sales team or even if it’s just you, Freshsales CRM can help you stay organized and sell more effectively.

Why choose Freshsales CRM over other options? Here’s the thing:

• It’s easy to use: Even if you’re not a tech whiz, you can figure out Freshsales CRM without pulling your hair out.
• It’s affordable: Freshsales CRM has plans to fit every budget, so you don’t have to spend a fortune to get organized.
• They have fantastic support: If you ever get stuck, the Freshsales team is there to help you out.

Paperpal 替代品

Get ready to become a sales superhero!

Setting Up Your Freshsales CRM Account

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It’s easier than you might think—it’s like building with LEGOs, but with way less chance of stepping on a painful brick!

Start Your Free Trial (or Pick a Plan)

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需要加快你的研究進程嗎？ Yomu 來幫你！這款工具可以快速輕鬆地匯總學術論文。

它提取出關鍵的發現，以便您可以在很短的時間內理解複雜的研究。

想像一下，只需幾分鐘就能了解 50 頁論文的要點！

This helps them customize your experience and make sure you get the most out of the CRM.

It’s like introducing yourself to a new friend!

Invite Your Team (If You Have One)

If you have a sales team, you can invite them to join your Freshsales CRM account.

This way, everyone can access the same information and work together more effectively.

Think of it as your secret headquarters for sales success!

Bring in Your Existing Contacts

If you already have a list of contacts in a spreadsheet or another system, you can easily import them into Freshsales.

This saves you a ton of time and effort. No need to type everything in again!

Make it Your Own

Freshsales CRM is super flexible. You can customize the dashboards, add or remove modules, and make it look and feel exactly how you want it.

It’s like decorating your room but for your business!

Mastering the Essentials of Freshsales CRM

Alright, champ! You’ve built your Freshsales CRM account. Now, it’s time to learn how to use the excellent tools inside.

Think of them as your secret weapons for selling like a pro!

Contact Management: Your Super-Powered Address Book

Remember those old address books? Freshsales CRM is like that, but way cooler!

It’s where you keep track of all your customers. You can see their names, phone numbers, emails, and birthdays!

No more messy notes or forgetting important stuff.

Here’s how you become a contact master:

• Add New Contacts: Click “Add Contact.” Type in their info. You can even add a picture so you remember who they are!
• Keep Track of Everything: 想要創建在搜尋結果中排名靠前的優質內容嗎？ Frase 就是您的首選工具。
• 它可以幫助您研究、編寫和優化您的內容以進行 SEO。 使用 Frase，您可以超越競爭對手並為您的網站帶來更多流量。

Deal Management: Never Miss a Sale Again!

A “deal” is like a quest in a video game. It’s something you’re trying to sell.

It could be a toy, a service, or anything! Freshsales CRM helps you keep track of all your deals.

You can see which ones are close to being won!

Here’s how it works:

• Create a New Deal: When you start talking to someone about buying something, make a new deal in Freshsales CRM. Could you give it a name? Say how much it might cost. Say if you’re starting to talk to them or they’re almost ready to buy.
• Suivez vos progrès : As you get closer to winning the deal, change the stage in Freshsales CRM. This shows you how you’re doing. It’s like leveling up in a game!
• Restez organisé : Use the notes section to remember essential things. Write down deadlines so you remember.

Communication Tools: Talk to Your Customers

Freshsales CRM has tools that make it easy to talk to your customers.

You can send emails, make phone calls, and even plan meetings all in one place!

Here’s the cool part:

• Personalized Emails: You can send emails to your customers using their names, which makes them feel special. You can even use information from their profiles to write the perfect email.
• Email Templates: Freshsales CRM has ready-to-use emails for things like saying hello or thanking someone. This saves you time!
• Souviens-toi de tout : Freshsales CRM remembers all your emails and calls, helping you remember what you talked about before.

You’re doing great! Now you know the basics of Freshsales CRM.

Next, we’ll learn how to make Freshsales CRM do things automatically. It’s like magic but for sales!

Augmentez vos ventes grâce à l'automatisation!

Okay, superstar! You’re getting really good at using Freshsales CRM. Now, get ready to unlock a secret power: automation!

Think of automation as having a robot helper that does some of your work for you.

It’s like magic, but for sales! Freshsales CRM can automatically send emails, update deals, and remind you about important tasks.

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這個工具對於研究人員來說是一個改變遊戲規則的工具。

First, you make the dough. Then, you add the sauce, the cheese, and finally, your favorite toppings.

A workflow is like a recipe for your sales process. It tells Freshsales CRM what to do and when to do it.

Here are some examples of how you can use workflow automation in Freshsales CRM:

• Welcome New Leads: When a new lead comes in, Freshsales CRM can automatically send them a welcome email. You can even add a special offer to make them feel extra special.
• Follow Up Like a Pro: Freshsales CRM can automatically send follow-up emails to your leads. This helps you stay focused and reminds them about your excellent products or services.
• Never Miss a Task: Freshsales CRM can remind you about important tasks, like making a phone call or sending a proposal. This helps you stay organized and never miss a deadline.

Why Automation is Awesome

Automation is like having a superpower! It can help you:

• Gagner du temps : Laissez le robot assistant faire les tâches ennuyeuses, afin que vous ayez plus de temps pour faire les choses amusantes (comme parler à vos clients).
• Reduce Mistakes: Robots don’t make mistakes (unless they’re programmed to, but we won’t tell Freshsales CRM to do that!). Automation helps you avoid typos and other errors that can make you look silly.
• Sell More: Automating your sales process can help you reach more customers and close more deals. It’s like having a whole team of salespeople working for you 24/7!

So, are you ready to become a sales automation superhero? Start by thinking about some of the tasks you do repeatedly.

Then, see if you can automate them using Freshsales CRM. You’ll be amazed at how much time and effort you can save!

Becoming a Freshsales CRM Power User

Wow, you’re cruising through this! You’ve learned how to manage contacts, track deals, and even automate your work.

Now, let’s take things to the next level and unlock even more powerful features in Freshsales CRM.

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These tools are called “rapports and analytics.” They can show you things like:

• How many deals you’ve won: This tells you how good you are at selling!
• Where your leads are coming from: This helps you see which marketing efforts are working best.
• How long does it take to close a deal? This enables you to see how fast you’re moving.

With these reports, you can see what’s working well and what needs improvement. It’s like having a coach who helps you improve in sales!

Integrations: Teamwork Makes the Dream Work

Remember when you played with your friends and worked together to beat a level?

Freshsales CRM can also work with other apps and tools you use, which is called “integration.

It’s like having different superheroes team up to fight the bad guys.

Here are some examples of integrations:

• Email Marketing: You can connect Freshsales CRM to your email marketing tool (like Mailchimp) to send awesome emails to your customers.
• Accounting: You can connect Freshsales CRM to your logiciel de comptabilité (like QuickBooks) to keep track of your invoices and payments.
• Calendar: You can connect Freshsales CRM to your calendar (like Google Calendar) to see all your appointments and deadlines in one place.

By connecting Freshsales CRM with other tools, you can make your work even more accessible and more powerful.

Mobile App: Sales on the Go!

Do you like playing jeux on your phone? Freshsales CRM has a mobile app, too! You can use it to access your account from anywhere.

Cela signifie que vous pouvez :

• Check on your deals while you’re on the bus.
• Add a new contact right after you meet someone.
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SciSpace 讓研究更加便利、有效率。

You’re learning to use all the tools to manage your sales like a pro. Keep up the great work!

另外，探索我們的 Paperpal 與 SciSpace 的比較！

You’re doing awesome! You’ve learned so much about Freshsales CRM.

Now, let’s go over some super essential tips to help you become a true CRM superstar.

Think of these as your secret cheat codes for success!

Keep Your Data Clean

Imagine you’re playing a game, and your controller is sticky and dirty. It’s hard to play well, right?

The same goes for Freshsales CRM. You need to keep your data clean and organized.

This means:

• Make sure your contact information is correct. No wrong phone numbers or misspelled names!
• Keep your deals up-to-date. Change the stage of your deals as you move through the sales process.
• Make sure to create duplicate contacts or deals. This can get confusing fast!

Keeping your data clean is like keeping your game controller clean. It helps you play better and win more!

Use Freshsales CRM Every Day

Think about your favorite game. You play it a lot, right? The more you play, the better you get.

The same goes for Freshsales CRM. The more you use it, the better you’ll become at managing your sales.

Make it a habit to use Freshsales CRM every day. Even if it’s just for a few minutes, check in on your deals, add new contacts, and send some emails.

Make it Personal

Remember when someone remembered your birthday and made you feel special? You can do the same for your customers in Freshsales CRM!

Use the information you have about your customers to make your interactions more personal.

Send them birthday emails, congratulate them on their successes, and use their names when you talk to them.

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There are always new features to discover and new ways to use the tools.

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You can also connect with us and ask questions. We’re here to help!

By constantly learning, you can become a true Freshsales CRM expert and master the game of sales!

Alternatives to Freshsales CRM

En voici plusieurs Alternatives CRM Freshsales with a brief overview of each:

• Aller à haut niveau: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
• Pipedrive : A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
• Acheté: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• Campagne active : A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
• HubSpot : A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels : Primarily a sales funnel and landing page constructeur, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• Populaire: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
• Immédiatement: This company focuses on lead finding and sensibilisation par courrier électronique à froid, offering customer relationship management, lead tracking, and sales process automation.
• Cliquez sur Up: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
• Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
• Capsule CRM : A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
• Perspicace : A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
• Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
• Zendesk : Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.

Conclusion

Wow, you made it! You’ve learned a ton about Freshsales CRM.

You now know how to set up your new account, add contacts, track deals, and even use cool automation tricks.

You’re basically a Freshsales superhero! Remember, Freshsales CRM is like your secret weapon for sales success.

It helps you stay organized, build relationships with your customers, and close more deals.

It’s like having a whole team of helpers without the extra cost!

And the best part? You can try out the whole Freshsales suite with no strings attached!

No credit card is required. Sign up for a free trial and see how awesome it is for yourself.

So what are you waiting for? Jump into the world of Freshsales CRM and start boosting your sales today! You got this!

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