Streamline your data management process with the Helpscout + FreshSales integration

Help Scout is a simple customer service software that allows businesses to make more human and personal every customer service interaction. Nowadays, a personal touch with the companies may significantly increase your sales volume. That’s why Help Scout helps companies of any size grow their business, by connecting with their audience, where other help desks couldn’t.

Help Scout allows you to scale your results, by providing a wide range of automated actions that enable you to reduce your customer support efforts. In fact, keeping your customer service and support human and personal doesn’t mean that everything needs to be manual or live. Help Scout lets you define repeatable automation tasks based on users’ actions, by setting up simple and visual workflows.

With Help Scout you can create multiple mailboxes for different shared email addresses. By doing so, you can work seamlessly across departments and manage several businesses and brands through just one account. Help Scout empowers the collaboration within team members and employees, by keeping everyone working on the same page and see other people’s activity in real-time. This improves your team’s productivity, avoids double tickets and makes your customers happy!

FreshSales is an all-in-one CRM solution strongly focused on Sales Management which provides several tools and features, including Email Marketing, Automation, advanced Lead Management system, Logged Phone Calls and a robust Event Tracking system.

FreshSales’ Lead Management system helps you to easily turn your website visitors to new leads, segment them based on their activities/engagement with your website, and assign each one to the right salesperson of your organization, based on location. In fact, you can group your sales team by territories, in order to automatically pass them the leads. It’s a great feature that can be useful to close more deals. In the meantime, Freshsales will enrich their profiles with social media information and photos. Then you can assign a score to each lead and schedule tasks and appointments with leads and customers as well.

The main focus of this CRM are sales, as its name suggests. Freshsales offers a stunning visual sales pipeline, that allows you to easily identify the your leads and deals in each stage of your pipeline, getting crucial insights and follow-up them directly from the dashboard. Freshsales also provides a phone call and voicemail system, with tracking and logged phone calls, an email marketing solution with dozens of templates, reports and insights, and a common inbox for the entire sales team.