Email integration is an essential part of any business that wants to streamline its operations and improve customer service. By integrating your email account with your Zoho CRM system, you can centralise all customer information and email correspondence inside Zoho CRM. This means that you can associate customers’ email conversation with CRM data (leads, contacts and potentials), share and update customer-specific emails with other users within the account, and send and receive emails simultaneously in CRM and your favourite POP3 or IMAP enabled email client.
Benefits of Email Integration
Integrating your email account with your Zoho CRM system has several benefits. Some of these benefits include:
- Centralising all customer information and email correspondence inside Zoho CRM.
- Associating customers’ email conversation with CRM data (leads, contacts and potentials).
- Sharing and updating customer-specific emails with other users within the account.
- Sending and receiving emails simultaneously in CRM and your favourite POP3 or IMAP enabled email client.
By integrating your email account with Zoho CRM system, you can also sync your email activity across multiple devices such as PC, laptop, mobile phone, tablet, etc . Zoho CRM lets you choose among popular IMAP integrations or configure custom email integration .
How to Integrate Your Email Account with Zoho CRM System
Integrating your email account with your Zoho CRM system is easy. You can choose among popular IMAP integrations or configure custom email integration . Once you have integrated your email account with Zoho CRM system, you can start centralising all customer information and email correspondence inside Zoho CRM.
See our video guide to how to integrate your email with Zoho CRM, it takes no time at all and your user experience will be immeasurably improved.
Check out these helpful tips from Zoho, too:
In Conclusion ...
Email integration is an essential part of any business that wants to streamline its operations and improve customer service. By integrating your email account with your Zoho CRM system, you can centralise all customer information and email correspondence inside Zoho CRM. This means that you can associate customers’ email conversation with CRM data (leads, contacts and potentials), share and update customer-specific emails with other users within the account, and send and receive emails simultaneously in CRM and your favourite POP3 or IMAP enabled email client.
If you need any help, contact Inner Core Solutions without delay.
