Freshsales CRM hosted Wade Foster (Co-Founder & CEO – Zapier) for an AMA webinar on “How to build a remote working company” on July 24, 2018. Here Wade Foster talks about Building Culture in a Remote Organization.

Watch the entire webinar recording here: https://www.freshworks.com/fre....shsales-crm/resource

Watch more webinars here: https://www.freshworks.com/fre....shsales-crm/webinars

Sign up for a 21-day trial of Freshsales here: https://www.freshworks.com/fre....shsales-crm/signup/#

Importing is simple and easy, and takes just a few clicks. In this video, we’ll discuss how to import your leads, contacts, deals, and accounts.

00:23 Preparing your .CSV file
01:40 Importing your file
03:52 Mapping the fields
04:14 Import history
05:13 Reasons for failure

In this video, we discuss what custom roles are, how to set up custom roles in Freshsales, and more.

00:55 Setting up custom roles
04:37 Adding users to custom roles
04:54 Deleting a custom role

When do you bring on a VP of Sales for your business?

What will be the role and responsibilities of a Sales VP?

How do you identify the right fit and the right time to take that big step and decision?

For a small business in their early days, these questions can often be daunting but are important nonetheless.

Bestselling author and sales leader Aaron Ross talks about the 4 phases of building a sales team in a low-risk method all the way to hiring a sales leader.

This video is brought to you by Freshsales CRM - an all-in-one CRM that gives you everything you need to attract, engage, close, and nurture your leads.

To watch more videos on sales, get sales tips, and insights, hit the subscribe button and visit: https://www.freshworks.com/freshsales-crm/webinars/?utm_source=YouTube&utm_medium=Social&utm_campaign=Aaron_Ross&utm_term=vp_of_sales&utm_content=Building_a_sales_org

Outbound Sales: Starting an outbound sales function for your organization.

In this video, sales expert Aaron Ross, co-CEO of Predictable Revenue Inc., talks about the importance and relevance of outbound sales as a critical sales function, and if it is still an effective approach in 2019.

He talks about when an organization should focus on outbound sales efforts to grow their business, while still maintaining the model of funneling quality leads.

Learn about which boxes you absolutely must check, before starting an outbound sales team for your organization

To watch more videos on sales, get sales tips, and insights, subscribe to our channel and visit: https://www.freshworks.com/freshsales-crm/webinars/?utm_source=YouTube&utm_medium=Social&utm_campaign=Aaron_Ross&utm_term=outbound_sales&utm_content=Building_a_sales_org

This video is brought to you by Freshsales CRM - an all-in-one CRM that gives you everything you need to attract, engage, close, and nurture your leads.

Every year, when we get a whiff of the holiday season, a sense of cheer, joy and happiness grows on us. We start thinking about all the things, people and moments we are thankful for.

This time around, we decided to bring together our sales team from Freshsales, to share the one thing they’re thankful to their customers for.

From keeping us on our toes to release new features to trusting us with complicated use cases, it’s safe to say that they placed incredible trust and confidence in us to help their business grow.

Here’s a fun video we created to thank ALL our customers for making Freshsales what it is today!

Handoff Process: SDRs to AEs

Are your sales reps doing everything from the start all the way to closing a deal?

How does that affect the sales process and the relationship with the customer?

Are you sacrificing good service through every step of the sale by having a single point of contact?

Would a simple hand-off process make a difference throughout the buyer journey?

If yes, when is the right time to do make the handoff so that the transition is smooth?

Sales expert Aaron Ross talks about why the Sales Development Representatives (SDRs) to Account Executives (AE) handoff is KEY to the success of your sales process and how it contributes to the success of your organization.

He discusses the essentials of a simple handoff process and how that will lead to better customer service and hightened customer satisfaction.

To watch more videos on sales, get sales tips, and insights, hit the subscribe button and visit: https://www.freshworks.com/freshsales-crm/webinars/?utm_source=YouTube&utm_medium=Social&utm_campaign=Aaron_Ross&utm_term=sdr_to_ae_handoff&utm_content=Building_a_sales_org

This video is brought to you by Freshsales CRM - an all-in-one CRM that gives you everything you need to attract, engage, close, and nurture your leads.

Lakshmanan Narayan of Unmetric, a social media analytics firm, talks to us about how Freshsales created seamless integration and workflow between disconnected teams, and eventually became the operating system of their work life.

This video is part of the Refresh 18, the first ever global user conference held by Freshworks. This year, the conference witnessed users of all Freshworks products come together to discuss industry best practices, share key insights and takeaways from proven customer success stories and more.

Freshsales is an easy to use, all-in-one sales CRM. Get started with a free 21-day trial of Freshsales here: https://www.freshworks.com/freshsales-crm/signup/#utm_source=youtube&utm_medium=spotlight

How to send bulk Emails using Freshsales CRM System ?

In this video, we discuss everything you need to know about sales pipelines to organize, track, and manage your deals in Freshsales.

00:40 Creating and customizing the pipeline
01:05: Setting default pipeline
02:32 Visual sales pipeline
04:38 List view

Users can be anyone in your sales team for whom you’d want to provide access to customer data.As an admin, you can add users to your Freshsales CRM account and define their role and scope.

Freshsales CRM by Freshworks is an all-in-one CRM software that gives sales teams everything they need to convert, close, and nurture their leads.
In this video, Irshad Mohammed, Regional Sales Manager - Freshworks shows you how he leverages powerful automation features in Freshsales, such as Auto-lead assignment, Workflows, and Sales Campaigns to help improve his team's productivity.

Sign up for a 21-day free trial of Freshsales: https://www.freshworks.com/fre....shsales-crm/signup/?

It's 2019, and the importance of an effective Outbound Sales team can't be stressed enough!

If you are a growth company or want to be, at some point you have to have your own internal outbound sales team.

Developing a strong outbound sales team can be a powerful way to grow your business.

But how long do you wait before building the outbound team?

Aaron Ross talks about why and more importantly HOW to build that ultimate outbound sales team, and what to look for and avoid when putting this team together.

He points out the key metrics, traits, and qualities that will help build, manage, and develop an outbound sales team which can really scale your business.

Learn to Build and Train an ACE Sales Team: https://www.freshworks.com/freshsales-crm/sdr-sales-development-reps/build-train-ace-sales-team-blog/?utm_source=YouTube&utm_medium=Social&utm_campaign=Aaron_Ross&utm_term=outbound_sales&utm_content=Building_a_sales_org

This video is brought to you by Freshsales CRM - an all-in-one CRM that gives you everything you need to attract, engage, close, and nurture your leads.

To watch more videos on sales, get sales tips, and insights, hit the subscribe button and visit: https://www.freshworks.com/freshsales-crm/webinars/?utm_source=YouTube&utm_medium=Social&utm_campaign=Aaron_Ross&utm_term=outbound_sales&utm_content=Building_a_sales_org

In this video, we discuss what is lead scoring, how to set up lead scoring, and how it is calculated.

00:17 What is lead scoring?
00:45 Configuring lead score rules
02:43 How is lead score calculated
03:44 Lead scoring for contacts
03:60 Where to lead score
04:22 Actions based on lead score

How to setup admin email in Freshsales CRM Software?

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

Jacco van der Kooij and the Winning by Design team have spent years developing a comprehensive scientific approach to sales which relies on science, not superstars.

Based on this approach, The SaaS Sales Method, he and his team will be covering how to approach Sales as a Science by training on just a few key skills that need to be applied during a few key Moments that matter in the customer relationship.

To read more Freshsales blogs, visit: https://www.freshworks.com/fre....shsales-crm/blog/art

To sign up for a free 21-day trial of Freshsales, visit: https://www.freshworks.com/fre....shsales-crm/signup/?

Jacco van der Kooij and the Winning by Design team have spent years developing a comprehensive scientific approach to sales which relies on science, not superstars.

Based on this approach, The SaaS Sales Method, he and his team will be covering how to approach Sales as a Science by training on just a few key skills that need to be applied during a few key Moments that matter in the customer relationship.

To read more Freshsales blogs, visit: https://www.freshworks.com/fre....shsales-crm/blog/art

To sign up for a free 21-day trial of Freshsales, visit: https://www.freshworks.com/fre....shsales-crm/signup/?

Peter is the VP of Sales and Customer Success at Wistia.
Wistia is a video-software company that helps businesses add videos to their web, track their performance, and build and engage with their audience.

Peter speaks about how video is a great medium to introduce fun ideas, engage customers, and gain brand visibility. The video attempts at humanizing businesses and talks about focusing more on the people and the faces behind the business than the business itself.

In this session, Peter talks about:

~ How the Wistia sales team started incorporating video into the sales process
~ How the video making process got easier with Soapbox
~ Ways in which sales teams everywhere can make videos using tools
~ The importance of showcasing the sales teams personality using videos
~ How to use video for social selling and the metrics to measure

Chargebee is a subscription billing and recurring revenue management solutions company, aimed at Saas, Ecommerce and Digital Media Business.

In this video, Germain Brion (VP-Sales) and Arundhati Balachandran (Head - Customer Success) talk to us about how Chargebee grew hand-in-hand with Freshsales CRM to build an effective sales process.

Sign up for a free 21-day trial of Freshsales here: https://www.freshworks.com/fre....shsales-crm/signup/#

Bonjoro is a personal 1-1 video messaging app to welcome, thank, and connect with your customers. In this video, Patrick Barnes the founder of Advocately shows you how to use Bonjoro to increase sales performance.

This video is brought to you by Freshsales CRM - an all-in-one CRM that gives you everything you need to covert, close, and nurture your leads.

Sign up for Free Freshsales CRM - https://www.freshworks.com/freshsales-crm/signup/

To watch more videos on sales, sales tips, and insights, visit: https://www.freshworks.com/fre....shsales-crm/webinars

We are happy to bring you the upgraded Freshsales mobile app for iOS and Android— the one sales tool to take with you when you’re on the go. The experience of using your CRM is transformed now, helping you take advantage of the sheer variety of features in the palm of your hands.

In this video you’ll learn how to configure Territories and auto-assign leads in Freshsales CRM. Sales Territory lets you group leads based on different criteria such as geography, industry and more.

Whether you’re job hunting, gathering leads, or networking in your industry, having a professional, eye-catching LinkedIn profile is an excellent idea to make sure that you can be found by the right people at the right time. In this video, Jake Jorgovan, Founder - Lead Cookie shows you how to optimize your LinkedIn profile.

This video is brought to you by Freshsales CRM - an all-in-one CRM that gives you everything you need to covert, close, and nurture your leads.

Sign up for Free Freshsales CRM - https://www.freshworks.com/freshsales-crm/signup/

To watch more videos on sales, sales tips, and insights visit: https://www.freshworks.com/fre....shsales-crm/webinars

The holiday season is in full gear - the season for parties, vacations, and fun activities. And with the holidays comes the goldmine of opportunities for your business. Don’t miss out on the comfort of your hot cocoa and holiday cheer in your quest to win sales. Watch this video and get some sales tips on how Freshsales can help you make the best of the holiday season. Navigate the sales chaos easier with Freshsales.

How to create Email Template in Freshsales CRM System?

The Intelligent Workflows in Freshsales CRM lets you automate repetitive tasks and gives your team a productivity boost. To get a better understanding of the feature, watch this webinar recording and learn how to:
- Create workflows for different business use cases
- Send automated, yet personalized emails to prospects and customers
- Trigger webhooks and send instant notifications via connected applications

Writing the Perfect Sales Email that Convert

To open or not to open, that is the question on your prospects mind when they see your email.

It's 2019. Email is constantly changing, and with automation coming into the picture, sales folk needs to get even more creative and conscious while crafting deal-making emails.

But in a fast-paced and dynamic market, is it really worth the time and effort?

Will it even have good results or a healthy RoI?

Aaron Ross, talks about his learnings from his experience at Salesforce, and shares tips on writing the best sales emails or follow-up emails that actually work, including -

~ Referral Emails

~ Direct Emails

~ Hyper-personalized emails

~ Automated emails

Want to learn more about 'How to Write a Cold Email that ACTUALLY Get Responses'?
https://www.freshworks.com/freshsales-crm/sdr-sales-development-reps/how-to-write-cold-emails-blog/?utm_source=YouTube&utm_medium=Social&utm_campaign=Aaron_Ross&utm_term=sales_emails&utm_content=Building_a_sales_org

To watch more videos on sales, get sales tips, and insights, hit the subscribe button and visit: https://www.freshworks.com/freshsales-crm/webinars/?utm_source=YouTube&utm_medium=Social&utm_campaign=Aaron_Ross&utm_term=sales_emails&utm_content=Building_a_sales_org

This video is brought to you by Freshsales CRM - an all-in-one CRM that gives you everything you need to attract, engage, close, and nurture your leads.

Bulk emails in Freshsales are the fastest way to email a large group of audience. With this feature, choose multiple recipients and send out an email in one go. In this video, you’ll learn everything about Bulk Emails in Freshsales, and how to use this feature to send out mass yet customized emails to your leads and contacts.

0:18 What are bulk emails and why use them?
0:40 Customizing bulk emails
2:08 Bulk email metrics
2:38 Send bulk emails from the mobile app

Check out How you can connect Email to Freshsales CRM Software

Tired of repeating a set of actions in your sales CRM? Use workflows in Freshsales to automatically update fields, send emails, set follow-up tasks, and connect to other apps using webhooks.

In this video, we cover everything you need to know about creating and customizing web forms to capture leads. The best part? It involves zero dev effort.

01:09 - Creating a web form
05:15 - Setting up a smart form
05:42 - Track website visitors

When it comes to nurturing leads, most salespersons and marketers focus on traditional channels such as email and phone. While these are viable channels, they are just a part of the larger nurturing puzzle. An effective lead nurturing program also encompasses using social channels such as LinkedIn. In this video, Jake Jorgovan, Founder - Lead Cookie shows you how to nurture leads using LinkedIn.

This video is brought to you by Freshsales CRM - an all-in-one CRM that gives you everything you need to covert, close, and nurture your leads.

Signup for Free Freshsales CRM - https://www.freshworks.com/freshsales-crm/signup/

To watch more videos on sales, sales tips, and insights, visit: https://www.freshworks.com/fre....shsales-crm/webinars

Jacco van der Kooij and the Winning by Design team have spent years developing a comprehensive scientific approach to sales which relies on science, not superstars.

Based on this approach, The SaaS Sales Method, he and his team will be covering how to approach Sales as a Science by training on just a few key skills that need to be applied during a few key Moments that matter in the customer relationship.

To read more Freshsales blogs, visit: https://www.freshworks.com/fre....shsales-crm/blog/art

To sign up for a free 21-day trial of Freshsales, visit: https://www.freshworks.com/fre....shsales-crm/signup/?

Sales Sequences in Freshsales enable you to automatically send personalized emails and SMSes and even create tasks and call reminders when defined conditions are matched. In this video, we discuss:

00:17 What are Sales Sequences
00:36 Creating a Sequence
05:22 Sharing a Sales Sequence
05:57 Editing a Sales Sequence
06:22 Cloning a Sequence
06:34 Active VS Inactive Campaign
07:05 Metrics
07:41 Sales Sequence Settings
08:05 Reasons for failure

Freshsales is a sales CRM for teams who don’t want to juggle between multiple tools. It offers everything a salesperson needs — built-in phone and email, lead scoring, customizable reports, event tracking, and a visual sales pipeline — in one single platform.

With the new Freshsales’ Add-on for Gmail, you will have a 360-degree view of the prospect right inside Gmail on Web and Mobile. Once you install the Freshsales Add-on, you will be able to see all the relevant information and complete sales history of the prospect.

You will also be able to add prospects directly into Freshsales right from Gmail, create appointments, tasks, notes, and log activities.

Get the Freshsales Gmail Add-On here: https://gsuite.google.com/marketplace/app/freshsales/278795614826?hl=en&pann=gaw

Sign-up for a free 21-day trial of Freshsales here: https://www.freshworks.com/freshsales-crm/signup/?utm_source=youtube&utm_campaign=gmail%20addon

Freshsales CRM hosted Wade Foster (Co-Founder & CEO – Zapier) for an AMA webinar on “How to build a remote working company” on July 24, 2018. Here Wade Foster talks about Team Building Activities which you can perform as a part of a remote team.

Watch the entire webinar recording here: https://www.freshworks.com/fre....shsales-crm/resource

Watch more webinars here: https://www.freshworks.com/fre....shsales-crm/webinars

Sign up for a 21-day trial of Freshsales here: https://www.freshworks.com/fre....shsales-crm/signup/#

Over the last decade, inbound marketing has proven to be a great way to generate leads and acquire customers and help you hit your quota. In this video, Mark Roberge of "The Sales Acceleration Formula" gives you a framework on how to generate leads for your business.

To watch more Freshsales webinars visit: https://www.freshworks.com/fre....shsales-crm/webinars

To sign-up for a free 21-day trial of Freshsales visit: https://www.freshworks.com/fre....shsales-crm/signup/?

In this video, we discuss what is Freshcaller, how to set up the Freshcaller-Freshsales integration, how to make calls using Freshcaller in Freshales, and more.

0:48.48 What is Freshcaller?
1:14.81 How to integrate Freshcaller with Freshsales?
2:25.48 How to make calls using Freshcaller in Freshsales?
5:14.91 Analyze call metrics
5:40.65 Freshcaller mobile app

Sales Development Representatives: What exactly is the role of SDRs? What exactly should they focus on?

Are your sales development reps (SDRs) juggling between multiple roles by trying to do both inbound and outbound sales prospecting?

In this video, authour of the best-selling book 'Predictable Revenue' - Aaron Ross, discusses the ‘Idea of Sales Specialization’.

He takes us through the importance of having specific sales roles like Inside Sales and SDRs.

He breaks down on why it is important to have specific roles assigned to SDRs and why they shouldn't try doing everything.

He also gives tips on what exactly each sales function should do and focus on.

He gives insights into the common mistakes sales organizations make with SDRs when they start an outbound function and how fast-growing companies in the silicon valley are avoiding them.

5 Qualities All Good Sales Development Reps (SDRs) Have: https://www.freshworks.com/freshsales-crm/sdr-sales-development-reps/5-qualities-all-good-sales-development-reps-sdrs-have-blog/?utm_source=YouTube&utm_medium=Social&utm_campaign=Aaron_Ross&utm_term=role_of_sdrs&utm_content=Building_a_sales_org

If you like this video and want to watchmore videos on sales, get sales tips, and insights, hit the subscribe button and visit: https://www.freshworks.com/freshsales-crm/webinars/?utm_source=YouTube&utm_medium=Social&utm_campaign=Aaron_Ross&utm_term=role_of_sdrs&utm_content=Building_a_sales_org

This video is brought to you by Freshsales CRM - an all-in-one CRM that gives you everything you need to attract, engage, close, and nurture your leads.

Check out How to create multiple sales pipeline with Freshsales CRM Software | Read more here - https://www.freshworks.com/fre....shsales-crm/solution

Signup for Free Freshsales CRM - https://www.freshworks.com/freshsales-crm/signup/