Effective Solutions chooses Freshsales and Freshdesk to work better

Effective Solutions (EFF) is a Mexican IT integrator in Puebla City. For over 15 years, EFF has enabled companies to accelerate their digital transformation journey and ensure quick and efficient customer interactions.

Meeting with customers and understanding their customer experience (CX) needs is at the core of EFF’s philosophy. To help foster better customer relationships and boost engagement, EFF was looking to switch from its existing CRM solution to a new tool that was future-ready and had the flexibility to expand as EFF scaled.

While evaluating the switch and zeroing in on a solution, EFF chose Freshsales because of its usability, continuous user-friendly improvements, and ability to improve customer satisfaction.

Boosting sales performance with Freshsales 

The implementation was quick, and the migration to Freshsales was seamless. The team did not face any interruptions or lose any key processes. The integration process was easy, with the Freshworks team addressing EFF’s current and future needs. 

During the process, EFF also moved its email host from Yahoo to Microsoft, which could easily integrate with Freshsales. Since their email account aligned with the CRM, It helped them better manage team workload and performance. For instance, Freshsales tracks and notifies if someone has an overdue action or has a task to complete and deliver. It has streamlined EFF’s processes further, and the team loves that they can access the CRM dashboard on mobile devices.

After its Freshsales CRM implementation, EFF has improved its focus on customer demands with context-driven sales. The tool strengthened EFF's control over sales performance with the following: 

• Analytics and forecasting

• Complete customer visibility

• Personalized and contextual messaging

EFF leverages multiple features on the Freshsales CRM, such as workflow automation, third-party integrations, social media unification, and lead management.

Since migrating to Freshsales, EFF can quickly identify and categorize new leads more accurately. The CRM platform stores all data and information about each customer. Freshsales helps the sales team at EFF surface suitable leads, enabling them to prioritize opportunities that lead to deal closures. At the same time, the marketing team can identify contacts that require more attention and prepare them to become quality leads. Freshsales gives a quick view of accounts with future potential and primed for connection.

Monitoring and enhancing sales performance with analytics and forecasting has been another crucial cornerstone for EFF.

In addition to Freshsales, EFF has integrated Freshdesk, which helps derive faster value by empowering teams to have meaningful omnichannel conversations with customers. Using Freshsales and Freshdesk together has enabled a continuous flow of customer data from the support center to sales, improving management and data updations. 

The journey ahead

Today, it takes a few weeks to years for a client to sign with EFF. So monitoring key metrics is essential to improve the efficiency and productivity of teams. 

EFF focuses on measuring closing ratio relevance and pipeline quality. The team is exploring multiple areas to gather more information, such as the sales pipeline from meetings and follow-ups, the stages of each customer, the most recent deals, the pipeline operation base, the database, and through campaign tracking.