So you managed to set up this fantastic Customer Relationship Management (CRM) application, which is without a doubt helping your sales team close more deals faster. But then, it dawns on you that some of your sales people are still obsessed with using Email for exchanging messages.

The more you notice them spending time in keeping the two tools in sync, you get this nagging feeling that maybe your Email service and CRM should interact with each other?

Let’s face it. It is an irrefutable fact that we are all still obsessed with checking and responding through Email even amidst the burst of social media channels. You simply cannot write it off, particularly as a communication medium for business. Trying to treat CRM and Email as two exclusive tools, is probably not too prudent.

In our view, as a provider of online business apps that include an award winning CRM and ads-free business email service, the stance to take is not CRM or Email, it is CRM and Email, integrated with each other.

For instance, imagine how nice it would be if, from within your Email service you could:

Automatically identify leads, prospects, customers (or in short CRM contacts)
You just realized that you promised to send an email with some important documents attached to a new prospect with a first name….Patrick, last name….ugh….? You hit compose in your Email interface, start entering ‘pat….’ and bam!

crmleads-autoprompt

There amongst the list of possible Patricks, suggested automatically, under a section clearly demarcated as ‘CRM Contacts and Leads’, you find ‘Patrick…..Yee’. Yes, that’s him. You select his email id and start composing your message. Without having to navigate away from your Email.

Auto-magically filter emails from the people who matter most (that is your CRM contacts)
crmbox-folder

Your Inbox is overflowing as usual and you wish to somehow directly get to those emails that are truly worth reading and responding to.

Oh wait! Since your Email connects with your company’s CRM, your CRM contacts’ messages are automatically filtered into your ‘MustReadEmails’  folder. Better to check this CRMBox in your Inbox then.

That’s a relief!

 

Equip yourself with utmost information about your leads and prospects
Hasn’t there been at least one instance where you ended up confusing a prospect because he had conversations with multiple people in your business, who were out of sync with each other?

zcg-crm2Thanks to the CRM contextual gadget in your Email, you can now quickly skim through notes recorded about a contact by your colleagues, events and demos scheduled, completed and more. Having gained a deeper insight on the accumulated impact of interactions as team, rather than just you individually, you can proceed to create new CRM tasks from within your email. And all of your actions will directly reflect in your business’ CRM. Nice, isn’t it?

Now wouldn’t it be wonderful if Email & CRM are integrated with each other in such non-intrusive, contextual ways?

Does your Email service include such CRM integrations? Does your CRM come with a MailMagnet?

Isn’t an email service with CRM integrations, a must have for sales people who live in email?

Well, these integrations are already in place between Zoho Mail and Zoho CRM. Maybe it’s time you switched to a smarter email hosting service, built for business use?

  1. EquipStat Medical Equipment

    I have been trying to use CRM Inside however I don’t have the capability to combine the two Zoho services for my email marketing. Please Advise. I think I need someone to walk me through these steps. I have added contacts for a while now & same with google, linkedIn, twitter, Facebook, my website and its to Much so If someone can help as I’m told then get in touch.Michael
    CRM Inside

  2. Michael Parnell

    I have been trying to use CRM Inside however I don’t have the capability to combine the two Zoho services for my email marketing. Please Advise. I think I need someone to walk me through these steps. I have added contacts for a while now & same with google, linkedIn, twitter, Facebook, my website and its to Much so If someone can help as I’m told then get in touch.Michael
    CRM Inside

  3. Bo Thygesen

    Hi,
    nice features.What about including an “open contact/ lead in CRM” button in the contextual gadget?It would be quite useful to be able to open the CRM contact/lead directly from Zoho Mail./Bo Thygesen