Case Study: Freshworks boosts sales productivity with Magical

A Magical Case Study

Preview of the Freshworks Case Study

Freshworks saves 30 minutes per day with Magical

Freshworks, a provider of customer and employee experience software tools, faced a challenge with its sales team spending excessive time on repetitive administrative tasks within their CRM and on writing common sales messages. This inefficiency prevented account executives like Lee Marcus from focusing on activities that directly impacted sales. They sought a solution to automate these processes without making customer communications feel impersonal and turned to the Magical text expansion and automation app.

By implementing Magical, the sales team created shortcuts for CRM tags and personalized email templates, which drastically reduced manual data entry and typing. The solution saved Lee a minimum of 30 minutes per day, increased his personal productivity by 5-10%, and contributed to a sales increase of up to 10%. Magical also improved team-wide collaboration, allowing for easy sharing of best practices, which was particularly valuable for their largely remote workforce.


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