SalesInbox
SalesInbox is an intelligent tool for email, which seamlessly integrates with Zoho CRM to combine email and CRM information in one place. SalesInbox automatically populates work email into the respective columns based on CRM data, which helps in keeping mailboxes organized for salespeople. Learn more
For example, support teams are likely to receive emails concerning widely different issues. They could be work emails concerning product issues, feedback, subscription questions, or they could be general admin emails that are sent to the whole organization. SalesInbox, with the help of Kanban view settings, helps segregate emails from different contexts into separate columns.
Let's say that Zylker receives an inquiry mail from a potential lead who is interested to buy their product.
The agent who reads this email can quickly add this lead as a direct contact in CRM Plus. Since this is a direct deal, it's important for the agent to recognize such emails and give them top priority. They could move the email to the 'Deals' column in their SalesInbox where other, similar emails are simultaneously pulled from CRM data automatically.
SalesInbox, as a part of CRM Plus, can reduce the average time spent by an agent in switching between tabs to access customer information in order to email them.
CRM Plus as a suite makes it easier to perform CRM functions while still being in the SalesInbox module. This includes automating the lead conversion process, setting up rules to create leads, contacts, and deals, and assigning response times to remind you to contact customers who haven't responded for a long period.
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