Zoho
Is there any way possible that you can add a feature that will
allow me to link an email to a Potential when the email is to or from
someone who is not a Contact of the Account associated with the
Potential. The inability to do this is killing me timewise and making
Zoho CRM nearly impossible for me to stay in.
I am a Professional subscriber to Zoho CRM. I use gmail as my
primary email and I have installed the apps/extensions that integrate
my gmail messages to and from Zoho CRM Contacts so that the gmail
message is linked to the Contact record in Zoho CRM. Here is my
problem. My process to successfully close a Potential involves
working/coordinating sometimes with numerous persons who do not work
for the Account associated with the Potential. I work for a railroad
trying to win new freight customers. So my Potentials are associated
with the Account of the company that will become the freight customer
if I succeed, for example the company for whom my railroad will haul
cement. But to capture that customer, I may have to communicate and
coordinate with a) another railroad that would hand the freight car
off to my railroad, b) a trucking company that may provide
rail-to-truck trans-loading services as part of the cement freight
trip, and c) my boss and several other employees of my company who are
involved in determining the freight rates, and other factors that
enable me to "close the deal."
Yet I have no way to associate the emails and other communications
to and from my fellow employees, the other railroad, or the trucking
company that are necessary to closing the deal to the cement freight
Potential because non of those people are Contacts of the cement
company. And I don't want to associate those outsiders to the
Potential as Contacts (even if this were possible in Zoho CRM),
because then I would have to sort through the dozens of emails that I
have sent to my boss recently to find the one or two emails that I
sent to him that relate to the cement Potential. I want to be able to
link/associate individual emails with a Potential When I send or
receive the email in gmail, I want a gadget somewhere in the gmail
window that gives me the ability to open a field and choose one of my
Potentials in Zoho CRM to link the email to so that the email will now
show up in the Potential record. In other words, a Gadget that asks me
"Do you want to associate this message with a Zoho CRM Potential?"
Without this, I am floundering trying to follow emails about a
single Potential that are in 3 or 4 different locations in Zoho CRM
and in gmail.
Thanks for any help or hope any one can give me.
Bill Hamilton