Getting your emails set up in CRM

The key to a successful business depends on effective communication with your customers. Your CRM is a central hub of shared information and your email inbox is a record of all your important communication. What if you had them both in the same place? There will be no need to switch between your Inbox and CRM. You will gain better insights into your business, with the power of an email inbox within your CRM account. The contextual view of email conversations along with the customers’ details can help you plan future communication strategies. Additionally, with SalesInbox (an exclusive email inbox designed for salespeople), you can prioritize customer interactions based on the sales context. You can easily identify if the email is from your contact, a prospect, or a colleague. This way, customer conversations are already sorted for you based on priority, so you don’t miss any important ones.

In this course, you will be able to:

• Recognize the importance of having your email inbox in Zoho CRM.
• Understand the difference between IMAP and POP protocols for email integration.
• Set up email integration within Zoho CRM.
• Effectively send and receive emails within Zoho CRM.
• Recognize and perform various email operations such as mass emails, organization emails, BCC dropbox, email parser, and email sharing.
• Analyze how an email has performed using email insights.
• Identify and employ SalesInbox as an email client for salespeople.