The primary problem with having CRM and a communication channel independent of each other is the lack of sales context. Following are the top three benefits of activating email in Zoho CRM.
Without a well organized, email communication in place it could be difficult to connect with your prospects and customers. Zoho CRM provides various options to work with your email client and also associate the emails to the customers and prospects within Zoho CRM. The email options that Zoho CRM provides are:
Without any email account configured, you can send email to your contacts from within your CRM account and also have them associated to the contacts or leads.
Enable the Zoho Mail Integration and set up your email account within Zoho CRM. A copy of all the outgoing as well as the incoming emails are associated to the corresponding CRM records. You can set up an email account from the popular email clients or use POP3 or IMAP protocols to create custom email accounts. With this integration, you also get the option to share emails with other users in your organization's CRM account. See Also Zoho Mail Add-on
Using two protocols, you can set up the business email account within Zoho CRM.
This option is enabled for users who have enabled Zoho Mail Integration. It provides instant notifications when you receive those important customer emails in your inbox that need immediate attention. It intelligently scans your inbox and notifies you of the emails from your prospects and customers in CRM. See Also MailMagent
If you send and receive emails to Microsoft Outlook, you can associate your Zoho CRM account using the Zoho CRM add-in in your office 365 account. See Also Add-in for MS Outlook
When you have multiple mailboxes with different email addresses, all used for business communication, emails sent from different email addresses can still be stored and associated to the contacts in Zoho CRM. BCC Dropbox provides a unique email address for each user in your Zoho CRM that can be used to BCC emails you send to customers. This unique email address automatically pull in all the emails sent to your leads and contacts in Zoho CRM. See Also BCC Dropbox
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Make the most of Zoho CRM with these useful tips.