Freshsales CRM (Freshworks)

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

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.