Course Objectives
1. What will you learn in the Freshsales – AI-Powered Sales CRM course?
You will learn how to use Freshsales to manage leads, contacts, sales pipelines, customer interactions, AI-powered insights, workflow automation, email tracking, reporting, and sales forecasting to improve business growth.
2. How does this course prepare you for real-world CRM and sales projects?
The course provides hands-on experience in lead management, deal tracking, sales automation, customer engagement, AI-assisted forecasting, workflow creation, reporting dashboards, and CRM administration used by modern sales teams.
3. What practical skills will you develop during the training?
You will gain expertise in Freshsales CRM configuration, lead management, contact management, AI-powered sales assistance, sales pipeline management, workflow automation, reporting, integrations, and CRM administration.
4. How will real-time projects improve your Freshsales CRM skills?
You will work on practical projects involving CRM implementation, sales pipeline automation, customer lifecycle management, lead nurturing, sales reporting, and business process optimization using Freshsales.
5. What career opportunities can you pursue after learning Freshsales – AI-Powered Sales CRM?
This course prepares you for roles such as CRM Administrator, Freshsales Consultant, Sales Operations Analyst, CRM Functional Consultant, Sales Support Executive, Business Analyst, CRM Implementation Specialist, and Customer Success Executive.
Popular Techniques Covered in This Course
Freshsales CRM Setup and Configuration
Lead and Contact Management
Sales Pipeline and Opportunity Management
AI-Based Lead Scoring and Sales Insights
Workflow Automation and Sales Sequences
Email Tracking and Customer Communication
Sales Forecasting and Performance Analytics
CRM Dashboards and Custom Reports
Third-Party Integrations and API Basics
CRM Administration and User Management
Get Hands-on Knowledge about Real-Time Projects
Project 1
Project 1: Sales CRM Implementation
Configure Freshsales for a growing business by setting up users, leads, contacts, pipelines, sales stages, and customer lifecycle workflows
Project 2
Project 2: Lead Management Automation
Build an automated lead capture and nurturing process using web forms, lead scoring, workflow automation, and follow-up sequences.
Project 3
Project 3: AI-Based Sales Forecasting Dashboard
Develop dashboards to analyze sales performance, monitor opportunities, forecast revenue, and generate executive reports using AI-driven insights.
Project 4
Project 4: Customer Engagement Management
Create customer communication workflows with email tracking, activity timelines, reminders, meeting scheduling, and sales follow-ups.
Project 5
Project 5: CRM Integration Project
Integrate Freshsales with email platforms, marketing tools, telephony systems, and third-party applications to streamline sales operations.
Key Features
Edubrights offers FRESHSALES – AI-POWERED SALES CRM Training in virtual mode with expert trainers. Here are the key features,
40 Hours Course Duration
100% Job Oriented Training
Industry Expert Faculties
Free Demo Class Available
Completed 500+ Batches
Certification Guidance
Curriculum
Module 1: Introduction to Freshsales
- Freshsales overview: AI-powered CRM by Freshworks for sales teams
- Freshsales Suite: CRM with built-in phone, email, and chat
- Freshsales vs Freshservice: understanding the Freshworks product family
- Navigating Freshsales: contacts, accounts, deals, and pipelines
Module 2: Contact and Account Management
- Contact and account record creation and enrichment
- Auto-profile enrichment: AI-driven contact data completion
- Deduplication and merge for data quality management
- Import and migration: CSV import and CRM migration tools
Module 3: Deal and Pipeline Management
- Sales pipelines: stages, probability, and rotting alerts
- Deal creation: associating contacts, accounts, and products
- Multiple pipelines: supporting different sales processes
- Kanban and list views for pipeline visibility
Module 4: Freddy AI – Intelligent Sales Assistant
- Freddy AI overview: AI capabilities embedded in Freshsales
- Contact and deal scoring: AI-based prioritisation for reps
- Freddy Insights: proactive recommendations and anomaly alerts
- Freddy Copilot: AI-generated emails and call summaries
Module 5: Built-in Communication Tools
- Built-in phone: calls, recording, and call logging in CRM
- Email sync: two-way email tracking with Gmail and Outlook
- Chat: live chat and bot integration for website leads
- WhatsApp Business integration for sales communication
Module 6: Sales Sequences and Automation
- Sales sequences: multi-step email and task outreach automation
- Workflow automation: trigger-based deal updates and notifications
- Auto-assignment rules: routing leads and deals to reps
- Territory management: defining and assigning sales territories
Module 7: Reporting and Analytics
- Sales activity reports: calls, emails, and meeting performance
- Deal reports: pipeline value, velocity, and conversion analysis
- Forecasting: revenue forecasting by pipeline and team
- Custom dashboards: KPI panels for sales managers
Module 8: Capstone Project and Assessment
- Freshsales setup: pipeline, territories, and auto-assignment rules
- Sales sequence build: multi-step outreach automation
- Freddy AI configuration and custom dashboard for sales performance
- Final assessment and course certification
Receive Training From Our Skilled and Effective Trainers
Experience in the Industry Learn from Freshsales administrators and sales operations professionals who have deployed Freshsales for inside sales teams, SDR teams, and growing sales organisations seeking an AI-powered CRM with built-in communication tools.
Backgrounds at the Top Our Freshsales trainers have worked at Freshworks partner organisations and sales technology teams implementing Freshsales as the all-in-one CRM and sales engagement platform.
Clear & Effective Teaching Freshsales pipeline management, Freddy AI features, built-in phone and email, sales sequences, workflow automation, territory management, and reporting are explained with practical sales CRM examples.
Hands-On Learning Focus Students configure Freshsales pipelines, build sales sequences, use Freddy AI scoring, set up communication channels, create automation workflows, and build performance dashboards through structured labs.
Up-to-Date Knowledge Trainers keep content current with the latest Freshsales releases, Freddy Copilot AI enhancements, Freshsales Suite cross-product capabilities, and evolving AI-powered CRM best practices.
Professional Freshsales AI-Powered Sales CRM Certification
The Professional Freshsales AI-Powered Sales CRM Certification validates your expertise in implementing, configuring, and managing Freshsales CRM for modern sales organizations.
Course FAQs
1. What is Freshsales?
Freshsales is an AI-powered Customer Relationship Management (CRM) platform that helps businesses manage leads, customers, sales pipelines, and revenue growth.
2. What is a Sales CRM?
A Sales CRM is a software platform used to organize customer information, track sales activities, manage leads, and improve customer relationships.
3. What is AI-powered lead scoring?
AI-powered lead scoring automatically ranks leads based on their likelihood of conversion, helping sales teams prioritize high-value prospects.
4. What is sales pipeline management?
Sales pipeline management tracks opportunities through different sales stages from lead generation to deal closure.
5. What is workflow automation in Freshsales?
Workflow automation reduces manual work by automatically assigning leads, sending emails, creating tasks, and updating records.
6. Which industries use Freshsales?
IT services, SaaS, healthcare, manufacturing, education, finance, real estate, retail, consulting, and e-commerce businesses use Freshsales.
7. Is Freshsales suitable for small and large businesses?
Yes. Freshsales supports startups, small businesses, medium enterprises, and large organizations with scalable CRM features.
8. Does the course include practical CRM projects?
Yes. The course includes hands-on projects involving CRM implementation, lead automation, reporting, customer engagement, and integrations.
9. Is Freshsales easy to learn?
Yes. Freshsales has a user-friendly interface, making it suitable for beginners as well as experienced sales professionals.
10. Why should professionals learn Freshsales?
Freshsales skills are highly valuable because organizations increasingly rely on AI-powered CRM platforms to improve sales productivity and customer relationships.
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