Organize Emails According to Sales Priorities | Zoho CRM

Organize Emails According to Sales Priorities | Zoho CRM

If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work.

Winning the sales game has a lot to do with using a sound CRM system to its full potential. 

In this series, we will be understanding the features of Zoho CRM one-by-one, to help you become an efficient sales representative who knows how to ace customer relations and be one step ahead. Keep reading to see and understand these features one after another. Follow me for more such posts!

Organize Emails According to Sales Priorities

Another essential thing to remember while dealing with customers is that the most recent email is not always the most important. For example, if a lead has emailed asking about the price of a product or negotiating on the price of a product, these emails must be immediately accessible. This can save considerable time and effort.

Naturally, you will be organizing the sales activities based on the pipeline and the level each deal is in. What’s notable is that you can similarly manage your emails using Zoho CRM features. For example, using the SalesInbox, you can access columns, filters, folders, and columns that can show your sales priorities and allow you to stay at the top of the emails that matter.

SalesInbox functions smartly by organizing all emails according to how you have set up your CRM. For example, even though the regular email clients allow you to filter emails based on a sender's address, SalesInbox enables you to filter emails based on the sender’s email address and sales parameters.

For instance, if you get emails from customers offering you deals of more than 1 lakh, that can be specified with the name Top Leads. Using SalesInbox allows you to create many folders and shows them right on the side of the folders you have.

Using SalesInbox, you can also automate the lead creation in your inbox, get automatic reminders, and work with helpful information.

I hope that you learned something new 
Follow me for more such posts!

Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)

Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185



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