Integrate Freshworks CRM with Nutshell

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management software that enables the companies to manage their clients and leads. It has many features that help to increase sales, decrease costs, and streamline business processes. Freshworks CRM is a comprehensive spution that covers the needs of small as well as big businesses. It performs the functions of a Sales force, a Customer support team, a Service desk, and a Project manager. It can be used for various purposes such as managing leads, tracking the status of the leads from booking to closing, managing tasks from creating an opportunity to closing it, managing the customer’s details, and analyzing data with a business intelligence top Nutshell. It provides real-time visual analytics which helps to analyze data in a better way.

Nutshell

Nutshell is a business intelligence top that helps to see deeper insights into your data and make better decisions. The easy-to-use interface makes it easy to access the rich information stored in the databases and display them on charts and dashboards. It helps to identify opportunities and risks by gaining insights through data analysis. It works with other business applications to centralize data and make it available for further analysis and reporting. Nutshell integrates with Freshworks CRM and can be used for:

Sales. It helps to forecast the sales and understand the sales pipeline, deal pipeline, and deal books by highlighting sales data.

Opportunities. It provides real-time visibility into the sales opportunity pipeline which helps the company know what deals are in pipeline and how far they are from closing.

Accounting. It gives an overview of revenue and expenses by providing a chart showing the revenue line items and expense line items for each revenue center.

Customer Service. It provides an overview of customer service tickets including customer requests and issues and helps to prioritize tickets and work on them efficiently.

Operations. It provides an overview of company’s operations including inventory, supply chain management, and shipping management to increase efficiency by optimizing the supply chain.

Marketing. It provides an overview of marketing activities which help to identify lead generation activities that are most productive.

Real-time Reporting. It provides real-time reporting across modules.

Integration of Freshworks CRM and Nutshell

The integration of Freshworks CRM with Nutshell provides an end-to-end customer experience by bringing together the functionality of CRM with the power of BI tops. The integrated spution helps to capture actionable information about customers before they become customers which increases the chances of conversion. After the conversion, it helps to track down the customer’s progress through different stages which helps to provide better services to customers. This integration helps to gather critical data from multiple sources with intuitive dashboards which provide actionable insights. The integration of Freshworks CRM with Nutshell improves visibility into all aspects of customer experience which helps to improve customer experience by providing timely support which directly impacts the revenues.

Benefits of Integration of Freshworks CRM and Nutshell

The process to integrate Freshworks CRM and Nutshell may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.