The CRM or Customer Relationship Management platform is one of the most important investments a business can make to enhance CX. Offering an all-in-one environment where you can track your growing connections with your audience, CRM solutions help companies to deliver more personalised, relevant, and contextual experiences.
As companies everywhere continue to compete for the best customer satisfaction scores, there are dozens of CRM tools out there promising new ways to enhance the client journey. But what about technology that improves your agent’s experience, and CX at the same time? The flexible and versatile FreshSales Mobile could be the ideal solution.
Freshworks’ FreshSales mobile allows users to access customer information on the move, make more informed business decisions and close more deals for sensational sales. Let’s see what this technology can do.
Freshworks FreshSales Mobile Review: Features
Freshworks is one of the better-known companies in the CRM landscape today, offering an excellent range of features to modern teams. The Freshworks Mobile application is just one component of the “FreshSales” ecosystem – a kit of tools created to enable better sales activities. Within the app, users can manage contacts, check deal information and track accounts on the move, while staying connected with crucial team members.
Customisable to suit your day-to-day activities, the mobile app makes sure all the information and tools you need to deliver amazing customer experiences are just one tap away. You can schedule follow-up activities, take notes, or start a call all in the same app. Features include:
- Extensive customer information
- Activity tracking and follow-up task scheduling
- Unified email inbox
- Note-taking for important sales insights
- Task management
- Deal tracking
- Check-in feature for the presence
- Meeting schedule and calendar
- Outcome tracking for meetings
- Push notifications
- Reminders for upcoming tasks/appointments
- Email opening or link clicking notifications
- Customisable app design
- Key metric tracking
- Quick links to valuable information
- Data access offline
- Voice recording for notes
- Send emails and make calls
- Book Uber from within your app
The FreshSales mobile app brings countless useful features from the FreshSales environment into your smartphone, so you can stay productive wherever your career might take you. Available as part of the FreshSales Suite, you can also combine your smartphone app with an extensive selection of sales, chat, marketing, and chat telephony services. The full FreshSales Suite comes with AI-powered insights into customer relationships, 360-degree customer contact and access to personalised messaging solutions across phone, chat, email, and WhatsApp.
Freshworks FreshSales Mobile Review: Benefits
The FreshSales mobile app is a convenient tool for an age of work where employees aren’t always available to sit behind a desktop device. For your salespeople on the move, the FreshSales mobile app improves productivity and efficiency, while ensuring teams have the information, they need to personalise conversations.