Freshsales course in Mianwali

Course Outline: Freshsales CRM

1. Introduction to Freshsales:
   • Overview of Freshsales and its core features.
   • Understanding the Freshsales ecosystem and its integration with other Freshworks products.
   • Comparing Freshsales with other CRM platforms (e.g., Salesforce, HubSpot).
2. Getting Started with Freshsales:
   • Creating and setting up a Freshsales account.
   • Navigating the Freshsales user interface.
   • Configuring initial settings, user preferences, and system customizations.
3. Sales Pipeline Management:
   • Setting up and customizing sales pipelines and stages.
   • Managing deals through different stages of the pipeline.
   • Using pipeline views and filters to monitor sales progress and performance.
4. Lead Management:
   • Importing and managing leads within Freshsales.
   • Creating and customizing lead records.
   • Utilizing lead scoring, tags, and segmentation for effective lead management.
5. Contact and Account Management:
   • Importing and managing contacts and accounts.
   • Creating and customizing contact and account records.
   • Organizing contacts and accounts using custom fields, tags, and lists.
6. Task and Activity Management:
   • Creating and assigning tasks, calls, and follow-ups.
   • Scheduling and managing activities within the Freshsales calendar.
   • Using reminders and notifications to stay organized.
7. Communication Tools:
   • Integrating and using email within Freshsales.
   • Creating and using email templates.
   • Tracking email interactions, including opens, clicks, and responses.
   • Utilizing Freshsales’ calling features and integrating with phone systems.
8. Automation and Workflow Management:
   • Setting up workflows and automation rules for sales processes.
   • Creating automated tasks, notifications, and deal actions.
   • Using workflow triggers, conditions, and actions to streamline processes.
9. Reporting and Analytics:
   • Creating and customizing reports and dashboards.
   • Using Freshsales’ analytics tools to track sales metrics and performance.
   • Building and interpreting visualizations for data-driven decision-making.
10. Lead Nurturing and Marketing Automation:
    • Managing lead nurturing processes and creating campaigns.
    • Setting up and automating marketing workflows and triggers.
    • Tracking and analyzing lead interactions and engagement.
11. Integration with Other Tools:
    • Integrating Freshsales with third-party applications and services.
    • Using Freshsales’ API and connectors for data integration.
    • Managing and ensuring data consistency across integrated systems.
12. Data Security and User Management:
    • Managing user roles, permissions, and access controls.
    • Implementing data protection measures and ensuring compliance.
    • Utilizing Freshsales’ security features to safeguard CRM data.
13. Customization and Best Practices:
    • Customizing Freshsales to meet organizational needs (e.g., custom fields, pipeline stages).
    • Implementing best practices for CRM usage and user adoption.
    • Strategies for maintaining data accuracy and quality.
14. Course Review and Practical Exercises:
    • Hands-on labs for configuring Freshsales, managing leads, and setting up automation.
    • Practical exercises for creating reports, managing contacts, and using communication tools.
    • Final review of key concepts and practical applications.

Advanced Topics (Optional):

• Freshsales Advanced Features:
  • Overview of advanced features such as AI-based insights, sales forecasting, and Freddy AI.
  • Leveraging AI and machine learning for predictive analytics and sales recommendations.
• Integration and Custom Reporting:
  • Advanced techniques for integrating Freshsales with other Freshworks products (e.g., Freshdesk, Freshchat).
  • Creating custom reports and dashboards to fit specific business needs.