If you’re into sales, then you know that there are two apps you won’t be able to live without: email and CRM. Without an email, you won’t be able to communicate with your teammates in the sales department, your boss or supervisors, and most importantly, your leads and customers. On the other hand, if you don’t have a reliable CRM, like Zoho CRM in particular, managing data about your contacts, tracking your company’s pipeline, and dealing with other important day to day tasks would be a tad challenging.
These tools are indeed a great help for salespeople. This is why it makes perfect sense to combine these two apps so you wouldn’t have to constantly switch from one screen or one tab to another. Up until recently, there isn’t any software or application that combines the functionality of the CRM and email app. Good thing folks at Zoho decided that it’s high time to cut people in sales like you some slack so you can do your job in a faster and more efficient manner.
Sick and tired of shuffling between Zoho CRM and Zoho Mail? If you are, then you’ll definitely love Zoho SalesInbox. What Zoho SalesInbox does is keep our emails organised according to your company’s sales pipeline. It allows you to quickly and easily update your CRM by simply dragging and dropping emails between folders. With this app, you can minimise the number of mouse clicks you have to make because you don’t have to switch from one screen to another if you need to send an email and then use your CRM afterwards (or vice versa).
Not a user of Zoho CRM? Don’t worry. Zoho SalesInbox is also compatible with Salesforce CRM. Here’s what it can do when you integrate it with Salesforce CRM.
Say goodbye to tabs
Shuffle between tabs no more when you access your email and your CRM. With SalesInbox, you have only one tab for your one sales pipeline.
Keep your emails organised
With SalesInbox, organising your emails is a breeze. This app categorises your emails from leads, contact, opportunities, and colleagues into different buckets. With your emails reflecting your sales priorities, it will be much easier for you to determine which of them you should read and respond to first.
Drag. Drop. Convert
Want to move your deals across the sales pipelines? Just drag and drop your emails across columns and you’re done! You can this when creating a new lead, contract, or opportunity, as well.
Data sharing is a piece of cake
With Zoho SalesInbox, you can be sure that your email account and CRM share contextual information. This will significantly improve the way you communicate with your clients. It also has a timeline of various activities, allowing you to determine exactly where your customers are in the sales cycle and gives you an idea on how exactly to respond.
This is definitely one Zoho integration you’d want to take advantage of. If you want your email app and CRM to become BFFs, then contact us today and we’ll show you how you can merge these two vital apps for improved business productivity and sales efficiency.