Get the sales context to your email communication by sending and receiving emails from right within Zoho CRM.
With the Zoho Mail Add-on, you can send Emails to your Leads, Contacts and Deals modules. You need not switch to your email service to communicate with your contacts. With the Zoho Mail Add-on, you can integrate your favorite mail client with Zoho CRM and Zoho CRM becomes one-stop for all your business communication.
With just a few simple steps in the settings you can send mails from your Gmail account and view them as sent items in Zoho Mail as well as in Zoho CRM.
To get this option working for your Gmail account, configure the Zoho Mail filter for Gmail POP account:
There are a couple of reasons why an email gets bounced and does not reach the recipient. They are categorized as hard bounces or soft bounces. Soft bounces are temporary reasons why an email does not reach a recipient. This could be because of one of the following reasons:
For hard bounces, the most common reason is that the email address is not valid. Other reasons when even a valid email address can hard bounce are:
While sending an email from Zoho CRM, if you get an alert message, "Mail Address do not exist" that could be a hard bounce and possibilities are that you may not be able to send further emails to the same email address.
Let's say a lot of your customers are in a different time zone. Or you have an important meeting later in the day and you are not going to be available to take care of emails at a specified time. In that case, you can simply schedule the emails in CRM and let the system take care of sending the mails at the right time. This feature is supported only in the Enterprise and Ultimate editions. Following are the three types of scheduling options offered by Zoho CRM:
To schedule an email
You can send email in two ways: Form the Email tab or directly from the record (in a module). While sending emails you can attach documents from your local drive, Zoho Docs and Google Docs. Please note that you can send emails only from the Leads, Contacts, Deals, Purchase Order, Sales Orders, Quotes and Invoices modules.
To attach documents
Emails received from the customers or colleagues may contain attachments that you would want to save in the CRM record for quick reference. Instead of downloading or attaching the files manually you can add them to a related list or upload them to your WorkDrive.
Other members of the organization, who have permission for a record can easily refer to the attachments when needed without going through the string of email communications.
When you receive an Email, the Zoho Mail servers fetch it into the Zoho Mailbox. The same mail is then fetched into Zoho CRM. The received mails that are related to the particular lead, contact or deal will then get listed under the Emails section in that Lead's, Contact's or Deal's page respectively. Mails related to the main contact associated to the Deal are listed under the Email section in Deals page.
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Make the most of Zoho CRM with these useful tips.