

In today’s competitive business landscape, leveraging customer data effectively is critical for driving growth. Freshworks CRM, a leading customer relationship management platform, empowers businesses to manage their sales, marketing, and customer support operations seamlessly. By pairing Freshworks CRM with Supaboard.ai’s advanced data exporting and AI analysis tools, companies can unlock actionable insights to enhance decision-making and boost performance.

Sriyanshu Mishra
Data Analyst
5 mins
Why Freshworks CRM is so Popular
Freshworks CRM is a sales automation, marketing, and AI-powered insights product solution. It's driven by the Freshworks Neo platform, delivering a single 360-degree customer view of the data, so companies can have more personalized conversations and higher lead conversion rates. Its capabilities include predictive lead scoring, automated workflows, and third-party app integration like Mailchimp, HubSpot, and Google Calendar. The simplicity and affordability of the platform make it highly attractive to small and medium-sized companies that need effective CRM features without being weighed down by legacy platforms.
Supaboard.ai: Making Exporting Data from Freshworks CRM Easy
Supaboard.ai enables exporting of Freshworks CRM data into a user-friendly interface that directly communicates with the CRM system. With Supaboard.ai:
Automated Data Export: It enables users to export customer data, sales pipeline data, and marketing data.
Customizable Reports: The software enables companies to put their data in CSV or Excel files based on their requirement.
Secure Integration: Supaboard.ai provides secure data handling during the process of exportation, in addition to industry compliance.
Seamless integration prevents human errors in data transfer and saves time for businesses wanting to expand their business.
Revamping Data with Supaboard's AI Analyst
While data is being exported from Freshworks CRM, Supaboard's AI Analyst starts revamping raw data into actionable data. Here's how:
Advanced Analytics: The AI Analyst detects patterns in customer behavior, sales patterns, and marketing performance.
Predictive Modeling: Machine learning-based algorithms predict future outcomes like lead conversion or retention.
Visual Dashboards: Interactive visual dashboards are provided to the businesses for sharing key numbers at a click's notice to facilitate instant decisions.
Recommendations: The AI Analyst provides personalized campaign optimization advice or optimizing sales approaches.
By transforming vast volumes of data into actionable insights, Supaboard.ai enables businesses to push growth through data-driven decision-making.
Case Studies from Real Life: Utilize Freshworks CRM Data
Organizations across industries have set the standard for the value of data analysis from Freshworks CRM. These are examples showing what it can do:
Shaw Academy
Shaw Academy used Freshworks CRM to monitor student journeys and simplify learning experiences by personalizing them. They enhanced course completion and increased student engagement using AI-driven insights provided by the platform.General Electric
General Electric used Freshworks CRM for sales activities. The Neo platform integration gave them an end-to-end visibility of how the customer is interacting with various departments, and it became simpler for improved collaboration among sales teams and improved forecasting accuracy.Vice Media Group
Vice Media Group utilized Freshworks CRM to handle customer relationships in the most effective manner. The predictive lead scoring of the platform enabled them to concentrate on high-potential leads, and thus they closed deals at a higher rate.
Conclusion
Freshworks CRM is a very powerful customer relationship management tool. Coupled with the data export and analysis capabilities of Supaboard.ai, organizations are provided with access to unprecedented insights that fuel strategic growth. Whether sales forecasting or marketing campaign optimization, Supaboard.ai ensures that companies are well-positioned to extract their Freshworks CRM data to its full capability.
Through this integrated approach, the companies get to stay ahead in this high-speed current era market. Take your business even more successful—unlock the entire potential of your Freshworks CRM data with Supaboard.ai today!