Updates: Manage Account Hierarchy, Capture Customer Lifecycle and more
We’re constantly looking for ways to make Freshsales CRM respond intuitively to your business needs. These 5 feature updates are another step in this direction:
Manage Account Hierarchy
When you do business with multiple offices/divisions of the same company, it becomes important for sales agents to get full context of all the open and closed deals with the company in different regions or markets. With complete information, a sales agent can get cues to proceed with the deal and also use references of the existing deals.
With Account Hierarchy feature, you will be able to organise your information to create a hierarchy of multi-tier accounts. You simply have to connect the account records, using the field Parent Account, at the account level. Once connected, you will be able to see the complete information of related sub-accounts, associated open and closed deals and related contacts directly from a single view on Account landing page.
Applicable plans: This feature is available from the Garden Pricing Plan.
Knowledge base: How to associate an account with its Parent Account
Capture Customer Lifecycle
In Freshsales, different businesses use the Contact entity differently. Common ways include storing qualified leads, customers, resellers, contractors and evangelists. But multiple types of contacts in the same list can cause confusion. This is why we’ve added a new property called “Status” in Contacts, where you can specify the type of contact. You can use also this field to track where your contact stands in the customer lifecycle.
Just like you would for other fields, you can customise this field’s property based on your business process.
Note: To reduce manual data entry, when a lead is converted to contact, we automatically change the status to “Qualified Lead”.
Applicable plans: This feature is available in All Plans.
Get recent notes in list view
Notes are handy when you have to make a quick note about the lead, add a tiny detail that can help close the deal, or just to include an additional piece of information. Users leverage notes depending on their needs. From time to time, users have raised the need to view notes for multiple records in a single view, instead of going inside each record. And so, we’ve now introduced an option to include recent notes in the list view. This will allow users to include ‘Recent note’ as an additional column in list views of leads, contacts, accounts and deals. This ‘Recent note’ column will show the last modified note by the user for that entity.
Applicable plans: This feature is available in the All Plans.
Maintain data sanity with new Lead Convert form
When you qualify a lead, the lead gets converted to a contact, account and deal. At this stage, It is very important to maintain the sanity of the data since each entity will have some required fields.
To make your life easier, we’ve revamped our Lead Convert form to show all the required fields of contact, account and deal in one screen. This will help the sales rep avoid missing out on any information while qualifying the lead.
Applicable plans: This feature is available in All Plans.
Knowledge base: How to convert qualified Leads, How to mark a field as required
Attach files to your email templates We’ve added a new productivity boost to Freshsales email templates — you can now add attachments to templates! You no longer need to search for a file and upload it every time you compose a email. You can choose the relevant template, and the required files will get attached.
While attaching a file to a template, you can either upload files from your system or use the ones existing under My Files.
Applicable plans: This feature is available from the Blossom pricing plan.
Happy Selling!
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Originally published at blog.freshsales.io on September 1, 2017.
