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.

Sales Reps:

  • 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:

Requirements:

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)

  1. Go to https://app.trywingman.com/login and login into Wingman.
  2. 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)

  1. Install the Desktop app here
  2. Install the Chrome extension here


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 support@trywingman.com or chat with us on the Intercom chat.

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