CRM

• The CRM is a repository of all customer-related information. When you have only a handful of customers, interacting with them is quite easy. But as the size of your clientele grows, you need a software to help track them better. This is where a CRM software comes in handy. All the details about your customers– a timeline of their interaction with your business, emails, notes, appointments, and deals  are maintained under a single interface. 

• CRM helps save time by automating emails, provides information to all your team members on the status of every deal, and helps grow your business by allowing you to reach out to more customers in a personalized way. It not only improves the quality of the relationships you build but also makes selling more effective.

• Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers.

• Features include one-click phone, sales lead tracking, sales management, event tracking and more. Users can also send personalized bulk emails from the solution, and then monitor activities on these emails. The inbox automatically prioritizes emails from contacts and leads that are waiting for a response.

• Click here to sign up for a new account

• You can create one from under https://www.freshworks.com/freshsales-crm/, by clicking on the SIGN UP FOR FREE button. The website will collect your contact information before creating a new Freshsales trial account for you.

• Alternatively, you can use the link below to sign up:

https://www.freshworks.com/freshsales-crm/signup/

• Post sign up, you will receive an activation email with a link. Click on the link to activate your freshsales account

To export all data from your Freshsales account, follow the below steps:

1. Navigate to Admin Settings > Account
   
   

2. Here you will be able to find the default admin details. You can edit these details based on your preferences.
   
   

3. Next, click on the Export data button on the right side.
   
   

4. Upon clicking, a dialog box is opened. Select the period for which you want to export your data.
   
   

5. Next, choose the records that you want to export. Apart from leads, contacts, activities, and deals, you can also export sales activities and users’ information, along with Email logs and Email conversations.
   
   
   

6. Click on the Export button, and the exported data will be sent as a Zip file to your email. The time taken to export depends on the size of the records that need to be exported.
   
   

7. You can also view your Export History by clicking on the below button. Export History provides details on information like the type of records exported, the time period, export status, and admins who initiate data export.