training - freshworks
TRANSCRIPT
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Session # Introducing Freshworks CRM
TRAINING
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Agenda Who are we?
Freshworks CRM Overview
Top 3 talking points
Q & A
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2019
2011
2016
2014
2017
2018
ENTERPRISE READY
INCUBATION PRODUCTS
150K+Customers
2020
Today, we are a customer engagement platform leader
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PLATFORM
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$400m in Funding
12Offices
Globally
150k+Customers 135Countries
in
Freshworks company overview
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So, what is the story?
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A prospect visits the website
Customer facing teams / bots interact with visitors and capture them as
leads in the CRM
Marketing sends targeted emails to engage with the lead
Sales follows-up with the lead through phone
Sales closes the deal in collaboration with other
stakeholders
A typical marketing and sales flow in a B2B SaaS company
Sales continues to work on the lead and identifies an opportunity
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Teams juggle at least 6 to 8 tools
Siloed approach to sales and marketing
Charanya Balasubramanian
6:32 PM Yesterday
Resolve
Replace infer logo under lead scoring section.
Also can you re-order the groups based on the
order given in Slide 2.
Lead Generation tools
Website visitor tracking
Web-to-lead capture
Chat
Conversion Optimization
Sales engagement, Email tracking and Email Sync
Lead Scoring, Sales Intelligence
ReportingCollaboration tools
CPQ
Invoicing
Telephony
Call Recording, Logging & Tracking
Helpdesk
Marketing Automation (Campaigns)
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Too many tools, siloed teams & data
Broken customer experience
Sales and marketing at loggerheads
Lack of insightsSlow adoption & time to value
What is the problem for sales and marketing teams?
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Current state of CRM
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Now is the time for a new kind of a CRM!
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What if there is an iPhone moment in Business Software?
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The “iPhone moment” for CRM
MainframePlatform
Client/Server Platform Cloud
Build Buy Subscribe to a shell and build
1980 1990 2000COBOL, C, UNIX,
MainframesSAP, Siebel, PeopleSoft,
OracleSalesforce.com
A convergedcloud platform
Subscribe and use out of the box
2020Freshworks CRM
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The Evolution
2016 2019 2020
Product Suite Solution
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Freshworks CRM
helps businesses unify their internal silos
, powered by Freddy AI,
and deliver personalized experiences
across marketing and sales at scale.
built on the next-gen customer engagement platform,
Introducing Freshworks CRM
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AI/ML
CDP
SFA
AnalyticsMarketing Automation
Freshworks CRM Capabilities
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Freshworks CRM Value
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With Freshworks CRM you can
Attract the leads you need to grow your business
Engage better through personalization
Close deals faster with AI
Nurture long lasting customer relationships
1
2
3
4
1
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Top 3 talking points 360° view of the customer
It delivers intelligent sales and marketing, built together with AI, and natively powered by a unified customer record.
Deal velocity with AI built-in
All in one. Out-of-the-Box
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Freshworks CRM Pricing & Packaging
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What are the different Clouds?
Customer-for-Life Cloud
Persona: CMO/CRO/CEO/ Sales /Marketing Leaders
Features: ● Sales Force Automation● Marketing Automation● Omnichannel (Email, Chat,
SMS, Caller)
Sales Cloud
Persona: CRO/Sales Leaders
Features: ● Sales Force Automation● Omnichannel (Email, Chat,
SMS, Caller)
Marketing Cloud
Persona: CMO/Marketing Leaders
Features: ● Marketing Automation● Chat and Email
Communication
CDP + AI + Analytics
Freshworks CRM Clouds
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Freshworks CRM Customer-for-Life Cloud
Sales Force Automation
Marketing Automation
Omnichannel Communication
Freddy AI
● Pipeline Management
● Workflows
● Contextual
Collaboration (Slack)
● Territory Management
● Roles & Permissions
● Customizable Reports
● Advanced Metrics
● Product Catalog
● Marketing Contacts
● Behavioral
Segmentation
● Email Templates
● Bulk Emails
● Journey Builder
● Custom Domains
● Live Tracking
● Transactional Emails
● Web-to-Lead Forms
● Website Tracking
● Sales Sequences
● 2 way Email Sync
● Google / Outlook
add-on
● SMS Integration
● Intelli-Assign (Chat)
● Chat Auto Resolve
● Whatsapp, ABC, FB
Messenger
● Call Recording
● Voicemail
● Conference Calling
● Auto Profile Enrichment
● Contact, Account Data
Enrichment
● Lead Gen Bot
● Predictive Contact
Scoring
● Sales Forecasting
● AI/ML Smart Matches
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Free GrowthEssential features for small sales & marketings teams who’re try to ramp up fast
ProBetter insights and advanced automations for medium-sized sales & marketing teams
EnterpriseAdvanced features for large sales & marketing teams who need more governance and customization
$0/user/month, billed annually
$29/user/month, billed annually
$69/user/month, billed annually
$125/user/month, billed annually
Priced at Priced at Priced at Priced at
All the basics for sales & marketing teams that are starting up
Freshworks CRM Customer-for-Life Cloud
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Q&A
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Thank You!
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