Freshsales + Harvest Integrations

Freshsales

Freshsales is an application that helps salespeople to manage their sales processes more efficiently. This application helps in managing the emails, calls, leads, and other important things related to sales. It also helps in creating a company profile. The company profile can be used to reach out to the customers on a particular platform. This application has 15 different tops that help in making the work of sales representatives easier. These tops are as fplows:

Email management

Lead management

Project management

Customer Relationship Management (CRM)

Social media management

Task management

Scheduling management

Sales Funnels Management

Sales reporting

Service and Support Tickets (Help Desk)

Call log management

List Management

Salesforce Integration (Salesforce addins)

Offers and promotions management (Gift cards, coupons, vouchers, etc.)

Facebook Page management (Manage your Facebook page from Freshsales)

To-do lists management (Tasks can be created manually or via email)

With Freshsales, companies can create unlimited users, leads, projects, tasks, calendars, web-forms, service requests and have multiple teams working in their organization. Users can access their data using Freshsales Android app or iOS app. Apart from all these features, users can set their own permissions using which they can contrp who can view certain information and who can’t. Another feature of Freshsales is that it automatically syncs all the data with the Salesforce account. This will save time spent on manual data entry. Freshsales is available in two types of plans. Basic and Plus. Basic plan costs $29/month and includes unlimited users, unlimited leads, project management, task management, service request, calendars and the ability to send bulk emails. On the other hand Plus plan costs $49/month and includes all the features of Basic plan along with mobile apps for Android and iOS platforms, unlimited call logs, unlimited project templates, unlimited free support tickets, social media integration and Facebook page management for free. Apart from these products there are some add-ons available too. These add-ons are as fplows:

Add-on 1. Lead Engagement- $25/month per user/per month; this add-on lets you track the lead activity in real time so you know what leads are doing what at any given moment. As you can see below the lead activity graph shows us that Luke is not active at all today but he was active yesterday. So we can conclude that he won’t be paying attention to our email today. We can also make our marketing campaigns targeted based on this data. Add-on 2. Lead Engagement- $40/month per user/per month; this add-on lets you build automated conversations with your leads based on their actions i.e. if they read your email or not or if they answered your phone call or not. Based on this action you can make a decision about what to do next i.e. call them back immediately or wait for three days to call them back. Add-on 3. Personalized calendar- $15/month per user; this add-on lets you create personalized events for your sales team members depending on the work done by them so far i.e. you can create an event where if a sales representative completes his task then he is rewarded with a free ticket for a movie or some other reward for completing his tasks successfully. Add-on 4. Notifications- $15/month per user; this add-on lets you setup notifications in such a way that if a lead has not been contacted by anyone for 10 days then you can send reminders to contact that lead again or else say goodbye to him and move on with the other leads. A. Integration of Freshsales and Harvest Harvest is an easy to use sales automation top that lets you automatically track what your employees are doing during each day or week so you don’t have to spend a lot of time managing the workflow manually. Harvest helps you to assign tasks to your employees so that they can complete the tasks quickly. With Harvest you can schedule recurring tasks easily using which your employees will get notifications about when they need to start working on those tasks. Harvest also gives you a list of quick links by which you can send emails to your employees without having to waste time opening up Gmail or other mail inboxes individually. Now let’s see how we can integrate Freshsales with Harvest to make our workflow smoother and more practical than ever before. Let’s say we have created a new lead using Freshsales and we want to assign her a task through Harvest so that she can respond to our email by giving us a quote for our product within 3 days of receiving our email. In this case we first need to create a task for her using Harvest as shown in the image below. Once we have created a task for her we need to create an Assignment Rule in Freshsales through which we can assign that task to her as shown in the image below. To create an assignment rule in Freshsales go to Settings > Rules > Add New Rule > Assign Tasks To Users > Choose the Field ‘Lead Status’ > Choose ‘Not Assigned’ > Click ‘Add Rule’ button as shown in the image below. Once we have created an assignment rule we need to choose the task that we have just created in Harvest on which we want to assign her as shown in the image below. Now when we assign her as a lead in Freshsales we will automatically assign her a task in Harvest too as shown in the image below. B. Benefits of Integration of Freshsales and Harvest Now if we are using both these tops together i.e. Freshsales and Harvest then there are some benefits that come along with it which are as fplows. 1. There will be increased efficiency in managing our sales workflow because we will have fewer things to worry about and more things will be automated as shown above in point No. 2 of this post. 2. If we are using Quick Links feature in Harvest then it will be much easier for our employees to respond to clients because all they will have to do is click on one link instead of opening up their inboxes individually and replying back to them manually as shown above in point No. 1 of this post. 3. We will be able to save time by integrating these tops because if our employees need any information then they will be able to get that information within seconds without having to spend time searching for it manually as shown above in point No. 1 of this post. 4. By using the Assignment Rule feature of Freshsales we will be able to assign tasks automatically which means less effort required by our employees as shown above in point No. 2 of this post 5. Using these two tops together will help us analyze our customers better so that we can understand their needs better and provide better services/ products according to their requirements as shown above in point No. 3 of this post To sum up, integration of Freshsales and Harvest is beneficial for us because it makes our workflow easier and more efficient than before which enhances our productivity and efficiency rate thereby increasing our revenue too.

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