Streamline Your Sales Process with Powerful Sales Sequence Software

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welcome everybody my name is marcus and in this video i'm going to guide you how we can use the freshworks crm fresh sales now what you can do is to click down below in the description for the link if you don't have the account so what you want to do is just click next to the view pricing or on the top right sign up now if you already have a count skip this part and just go for the next part marcus last name this is my email address company phone number sign up for free you can also change for what you're actually if it's a fresh sales or freshly suite or you can also change your data center to europe australia in the united states based on your location let's click sign up for free and let's just wait until it's going to load and create account for us and then we will continue okay let's just wait until we're going to be moved here and here we go activate your account to send the emails from the crm check your inbox for the activation link so what i'm going to do i'm going to first activate my account i'm going for my email address look at this activate your account press works press sales and here we got it so first thing first when we activated the account we need to add a mobile number and we are going to edit password and activate account skip and voila so this is how i do it and this is how i created my account so the next thing we are going to look on overview what we can actually find in fresh sales when you would enter fresh sales i'm going to zoom in more you can see activity dashboard in activity dashboard we will see your upcoming tasks meetings and reminders then the next thing are contacts and accounts so when i would click on the contacts we will be doing this first that we will be creating contact and accounts then you're gonna see the deals and sales forecasts we'll be creating deals i will show you also how you can edit your own deals they will be really cool then we will go to sales conversations as how we can work with inboxes bulk email phone sms oh then on the last we will look on marketing automation and then some admin settings so this is how pretty much the phrase works local looks like then on the bottom left you're gonna see the phone the chat switcher so you can switch between multiple tools here and on the top right you can see our name and you can connect emails in contacts have email templates here settings we will get to this part too so this is how we can simply use um the dashboard and let's go to the first thing on how we can add a contact and how we can also understand the dashboard much better so dashboard when you would see right here you're going to see the tasks here you can simply add a task or add a meeting right here then you would see on the right side your calendar quick links today's summary what you can of course do is to simply go to top right to configure widgets and here you're going to see the visible widgets and know which is found what you can do also find hidden or like more widgets what you can do is to move them save and as you can see everything is changed so this is how the dashboard works what you can do also is go to top right click plus and you can write here add account add a deal but we will get to it so the next thing i'm going to show you is how you can simply add a contacts and accounts so when i would click here contacts i can simply click contact now right here how we can add a contact you can import them or you can click on import history you can open all views edit columns what you're going to actually see you can import the contacts right here so that's what you can do you can also add account right here so what i could do simply is let me show you so let's go with the con accounts first first add account enter value it's going to be hey i'm the sales owner you can customize the fields here for it if you want to quick add quick add so i you can add more fields more more fields about website and accounts here so let's go back and look at this when i'm going to click add account i can add a website and phone for the account i can go again like this click save and look at this i have my own account i can change the phone the number of employees the industry zip code last contacted mode sales owner annual revenue let's say like this business type address last contacted time last activity type i can integrate it so that's how you do it and if i would go into click on accounts i can see it right here for my account then again on contacts i can see the import history filters and here i can simply go let me show you you would go to plus here next to the send email and click add a contact and here basic information first name last name you would add marcus contact account see this is the contact that we actually created so this is why it's really good to create accounts first as a company like which account it actually has the contact email work then we add a mobile subscription status live cycle stage lead you can again customize the fields here and then what we're gonna do is click save and voila here we have our own contact so as you can see if it's a lead we're gonna see if it's a contact tick uh interested qualified so i can click on my contact and have it as a contacted see how you can add a location here you can change the tags again you can add informations here as a work sales owner work email external id recent conversation so this is where you would find the lifecycle stage what you can do also is to edit it you can clone it delete it at the sequence so you can really optimize and edit how much you want your contact and then you can add a deal but we are going to edit the deal and add a deal right straight away after the contact list so this is how we can work with it and how we can have at the lifecycle stage here under your account now when we have the accounts the next thing i'm going to do is how we can add a deals so as you can see what i can do i would find all the deals here and to add a deal and how you can add a deal so again go to plus here next to the send email and add a deal here i would have entered the value name so there will be youtube cooperation let's say deal value would be twenty thousand account name look at this sun related contacts sunday account like this related contacts would be marcus contact look at this sales owner and currency usd again you can add it to euro whatever you want so when i click save here i would have all deals here and what you can simply do is to ch took the deal and you can have it to follow up you can have under review i can edit from funnel review to timeline default list and i would see my own my all deals compact list you can simply switch to whatever you want you can again click on your deal and add a node here you can add the tasks under your deal you can add a task or do you want to create one that's how we do it we will get to it too so you can add a notes directly on your deal you can add tasks like this title description task date outcome so that's how you do it then you're going to see files related contacts you can edit the columns what you want to actually see in visible columns or basic information hidden fields so when you go back to funnel you can customize the deal card here and when we see right here we automatically were added to admin settings and pipelines and you can edit the pipeline that you can you're going to see so you can create your own pipeline but when you want to edit next to the deletion you can customize it see follow up under review demo negotiation so i can go presentation and now stage probability is really great for the your own forecast so let's say that you're going to have a deal stage as a new is going to be or like follow-up is going to be 50 of stage probability and review 40 and therefore you can really calculate your forecast so let's say you would have 100 000 dollars in possible revenue but then you would have 15 probability of success so that's like 15k in revenue and therefore it will calculate it for you that way and deals wrote after 30 days save you can change everything right now when i would go click here on deals again i gonna see that the demo was changed to presentation so this is how it works and this is how we pretty much do it and uh again this is how we can work with deals i can simply move them now when i would go back to the contacts and i would click on my contact here look at this youtube cooperational state change to unreview i can see the deal right here in recent activities i can go on the right side and see also on my notes my tasks under the contact meetings so this is where you can find it and now you got multiple ways how we can add our tasks and how we can work with the meetings and files so this is how we can add a deal now how how you can actually add a task so you get multiple ways how you can add tasks in your freshworks crm in your fresh sales what you need to do is to first let's say click on the tasks right here and add a task it's always the same but the localization is different in multiple ways so owner related to collaborators and file of the task have a lunch description have a lunch around 12 task type follow-up due date we change change also the time outcome interested right click save due date today so this is how we do it again when i would click on a deal and i got gotta see the unreview deal i can simply again click on tasks click plus here my task what i need to do follow up or like call reminder i would create task like this click save activities dashboard and now when you would see your activities dashboard you can connect your emails everything and you can simply add a task right here owner and you can add tasks even here so you have multiple options how you can add tasks it only depends to which it's connected to so if you're gonna connect it to contacts or deals it will be on deals right so title my own task and that's what you can do right so when you have the deals and when you're going to see the sales forecast we're going to go next to sales conversations and how you can add those and of course this is what i wanted to show you you can simply also add a task through the plus here add a task right here to what it's going to be connected to then you can also add a meeting and we will look on how you can add a meeting so meeting again this is a meeting changing a time zone location related to and we can go to sunday account and this is how we can edit and we can add it related to deals see so it's going to relate it to deal this is a meeting click save and we gonna have the meeting now when i would go to deals and i would click on my see we can secure that we have gonna have prepared a meeting and this is how we can add a meeting now the next thing is a call log same thing outgoing incoming outcome interested last name marcus contact and associate this phone call with you can have it with existing account or existing deal then click save deal youtube let's say with contact and contact is going to be marcus click save and now when i would go to contacts i would click on marcus contact ongoing call recent activities so have a lunch tomorrow and that's how we do it now when we go even further what you can do when you click on the plus you can send sms here and now we are going to look on how we can send an email so what you can do is to simply click send an email and to send an email it's pretty easy and also pretty straightforward you enter recipients marcus stone marcus contact this is my email you can also add and have your text being bold italic underline having a text color you can insert link you can insert image you can align it change your order list so that's completely up to how you have it this is this is text and you can add also attachments and then you can send it right and this is how we do it right so that's how you can add and send emails now when you look on the sales conversations here you're gonna have the email that you can connect it with you can look on email templates that you can send to other people so this would be the template that you can like create and send to others like thanks for sending me thanks for contacting me etc you can have also sales sequence what are the cell sequences a cell sequence is a series of steps you can set up to nurture contacts in the crm a step can be an email test call reminder email reminder or sms now what what is it really great for so sales sequence imagine this that you're gonna have automatically reminded you have to call someone or get a meeting so let's say you're gonna have add a new contact two days from then they're going to get an email so how you can actually add an email sequence again i would create it and now hook it into your sequence contacts classic sequence press sales executes your steps on a day you specify at let's say 10. you can have also smart sequence that you would have it every day or not every day but every second day it's up to you and then you're gonna have like the email the email reminder task call reminder sms so i can simply click add email or i can simply add a task so day one task set up a meeting click save then we can that one add an email you need to have like the email template and you would send the email template that you're gonna create like this is going to be an email for you for thanking for contacting us or setupping launch a call whatever it's pretty straightforward pretty easy right we don't have any templates right now but you need to have a template to do this so this is how you can work with cell sequences then what you can do is to have a book email matrix phone sms you can set it up with twilio click send zubwiff and that's pretty much it how you sales conversations if you want me to use guys also the chatbots and chat campaigns let me like one of the last download our analytics so how to how to understand analytics again you come here you can create a new report or email campaign report the report that you're gonna already see here revenue create and you can add a chart here you can add a text here you can really really optimize it and you're going to see the sales circle that i can add see and you can optimize the report lost reasons you don't have to really create your own pipeline by owner open pipeline you can create a dashboard for you and you can edit those so this is how we pretty much work with analytics this is like really um how likely not complicated but it's going to take a little bit of time because you have to like say sales owner edit every single report so have it optimized as much as you want this really depends what you actually need now when you're gonna have the admin settings here the last thing you can simply edit it from the email to phone numbers to topics and that's pretty much it how we do it so this is pretty much it guys how we can use the freshworks crm if you can have any questions ask me down in comments i'm really happy to help you provide you some guidance and support you know how it goes you know how it is and this is how we can use the fresh sales right so yeah thank you have a great day and goodbye see ya