Wingman's native integration with Freshsales
Wingman is software for salespeople that helps sales teams close more deals and ramp up new sales reps faster.
Get real-time coaching and feedback on sales calls made via Freshsales dialer.
Easily keep your Freshsales CRM updated in real-time with all customer calls and notes, so you always have a complete picture of your pipeline.
Capture important moments during a call with one-click. Then, share the moments with team members, ask managers for feedback.
Sales Managers/Sales Ops/Sales Enablement:
Create cue-cards that ensure your sales reps always have the right talking points
Give your sales teams access to automated call transcripts and analysis made with Freshsales dialer.
Get a more in-depth understanding of the sales calls by correlating trends/analytics in Wingman dashboard with deal outcomes in the CRM with our 2-way Freshsales integration.
Provide feedback to sales reps on the right calls at the right moment by drilling down to coachable moments in calls.
How to enable the Freshsales Integration with Wingman:
Wingman account: email us at firstname.lastname@example.org to sign up
1. Enable Freshsales Sync with Wingman (as Freshsales admin*)
*If you are a rep and want to use Wingman, you can ask any of the Freshsales admins at your company to follow these steps.
Follow the following steps (as a Freshsales admin)
Go to https://app.trywingman.com/login and login into Wingman.
Go to Settings -> Admin Integrations or click here: https://app.trywingman.com/settings#adminIntegrations
3. Click on the "Sync" button in the Freshsales option.
4. Log into your Freshsales account and copy domain name and API key.
2. Enable real-time prompts (as any user)
That's it. You're done. ✌️
Now, sales reps can use Wingman with Freshsales in their sales calls.
If you face any problem/issue, write to us at email@example.com or chat with us on the Intercom chat.