Case Study: iotum achieves a streamlined, traceable sales process and increased cross-sell/upsell with Freshworks' Freshsales

iotum - Customer Case Study

iotum, a Canada‑based telecommunications company providing cloud meeting solutions, faced a fragmented sales process—relying on spreadsheets, Word docs and ad‑hoc instant messages—and found Salesforce expensive and cumbersome. After evaluating Zendesk and Salesforce (Desk), iotum chose Freshworks’ Freshsales (alongside Freshdesk) for an affordable, user‑friendly CRM that fit their small, distributed team and reseller model.

Freshworks implemented Freshsales with seamless Freshdesk and Freshcaller integrations, easy onboarding and intuitive workflows, enabling iotum’s eight agents to manage leads from first contact to close and pull support ticket history for context. The result is a centralized, traceable sales process (no more lost leads in spreadsheets), clearer pipeline management for enterprise and reseller deals, improved reporting for deal analysis, and more cross‑sell/upsell opportunities—bringing stability and continuity when onboarding or cross‑training staff.

iotum

Cara Herbig

Global Accounts Manager