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:
- Freshsales account
- Wingman account: email us at email@example.com 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 firstname.lastname@example.org or chat with us on the Intercom chat.