It’s been four years since we started offering Mail Merge plug-in for Zoho CRM. Thanks to this tool, printing mailing labels, sending personalized letters, contracts and other form letters to customers is as easy as sending emails.
Take the sales teams for instance. The ABC’s of sales, Always be Closing, is still as valid today as when Alec Baldwin brutally explained to us in the movie, Glengarry Glen Ross (warning: contains profanity). After you close the deal, you still have to personalize and share sales agreements and other forms. Thanks to mail merge, you can now create templates to automate this routine task. So the next time you need an agreement, apply mail merge and the customer details will collate from the CRM so you don’t have to worry about filling out fields manually.
Let’s look at how you can use the mail merge function in Zoho CRM – my own experience included. But don’t just take our word for it. Here’s what our customers think:
Personalized letters and emails all from CRM
“I need to send an email to everyone in my member database, and for those that don’t have email addresses I need to send a letter. At the moment I need to export my records and import the email address list into Outlook or Gmail, whilst also doing a Mail Merge in Word.”
Well, he is very happy to get it all done inside CRM in much less a time without having to go anywhere else.
“Handwritten” Yellow Letters
“With my customized version of Zoho CRM, you’ll be able to enter a lead (or a thousand leads for that matter), and with 2 or 3 clicks of your mouse, print out ‘handwritten’ yellow letters.”
—Tracy Caywood, Founder Property M.O.B
Watch this interesting video and see how she does it:
Address labels generated for invitations, even for weddings
My friend Josephine’s wedding was fast approaching and there was so much to be done in so little time. She still had to send invitations. No problem! We gathered all her contacts, just imported them into Zoho CRM and generated address labels in just a click.
These are just some of the possibilities of mail merge. I hope this helps you in your business and I’d love to hear your mail merge success stories!