Optimum CRM setup for new B2B business
Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company?
Specifically in how to handle inbound/outbound emails.
I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial.
I have Zoho One, and am already using Desk for existing customer support. But I understand that using Desk for sales emails is not the best approach.
Should I:
- Integrate Zoho Mail, and answer emails from there (and sync all emails to CRM)?
- Use Zoho Mail to receive emails, but respond to emails only from within the contact record?
- Use Sales inbox?
Can someone point me in the right direction?
Thanks!