What is Zoho CRM Salesinbox?
Email is the most powerful tool and widely used form of communication for business communications, especially for the sales team. SalesInbox is an email client designed exclusively to help salespeople stay on top of the most important clients and deals. It integrates with Zoho Customer Relationship Management to combine email platform and CRM information at a centralized place where they can easily manage the mailing list through a single dashboard. Users get the benefit of getting their email and sales activities organized and prioritized automatically according to their sales pipeline and deal stages. This customer communication platform intelligently organizes leads by columns and folders and enables advanced CRM filters that help users find emails fast in less time.
Zoho Sales Inbox allows users to perform various CRM activities right from their email inbox and automates lead conversion processes. Users can set advanced workflow rules or simply drag and drop emails to convert contacts into leads and deals. The user’s emails are kept in sync with their existing CRM system, and auto-suggestion features reduce contact search time.
Before sending an email, Zoho SalesInbox provides its users some contextual contact information including basic info, deal summaries, notes, and the contact’s entire history with the organization via timeline view.
Users are free to sell their product/service in real-time with Zoho Salesinbox automated alerts and notifications for follow-up tasks. Email workflow tasks can be saved and associated with specific clients, while ResponseWatch notifies users when a client fails to respond within a certain timeframe. The solution helps salespeople make the perfect pitch with personalized templates and email insights that tell which leads are listening.
Key Features of Salesinbox
Too many emails? Use Zoho’s sales inbox to sort and prioritize them. While Zoho SalesInbox comes with an array of useful features, it is important that you set them up in a way that will ensure effective email management.
- Segregate emails automatically into columns like Deals, Contacts, and Leads, Not in CRM, Colleagues based on CRM data which ultimately saves time and effort. This lets you access all the relevant information you need to respond.
- Email send to the target audience you can add notes or activities that keep a record so that extra steps to follow up or reminders are not required further.
- Email insights allow you to track the email responses i.e. clicked, bounced, opened.
What does Sales inbox do for salespeople?
For the sales teams, inbox clutter can definitely contribute to overlooked details or mismanaging data. And if they’re taking time off, that inbox clutter can increase even more, which means that checking it while they’re out for work or on vacation can be a distraction, and ramping up when they’re back can be a major time suck. Image source- https://www.zoho.com/in/crm/
This is where Zoho SalesInbox comes into play to help your sales team stay as organized and strategic as possible when it comes to ordering processing, identifying and converting leads, and monitoring their client relationships.
1. Heightened and streamlined organization
Every organization needs a system that keeps its emails organized and prioritized. It takes a huge amount of time in searching for an important email from a client. So, to shorten that time we need a more refined and intuitive approach to keep all aspects of business more organized to help manage their relationships, identifying prospects, and identify what is required urgently.
Zoho SalesInbox will easily identify these threads and communication pieces and group them into specific action locations so that your sales team will be able to arrive at what’s needed of them faster and more efficiently.
2. Greater client comprehension and identification
Your sales team does a lot of internal and external communication with teams, clients, agencies, third parties throughout the day, and maintaining that communication piece in a cluttered email inbox is a quite difficult task for a salesperson. Since this is primarily committed through the written word, it’s easier for Zoho SalesInbox to identify what information is crucial to have, like contact information, email address, affiliation, or even where they are in the funnel. Zoho SalesInbox will enhance the performance of your sales team and activate customer relationships faster, especially in a time when we seem to be moving at a speed faster than ever before. This will help your salespeople know how to communicate with each individual on a more personal level, allowing them to tap into that element of relationship building that is so crucial.
3. Prioritize emails according to need and demand
Again, salespeople are managing a lot – they’re on the road taking calls and meetings, which means that they may not have that much time to organize and manage their emails as quickly or as effectively as they may like. Thankfully, Zoho SalesInbox will help them organize and prioritize emails that will help in identifying which email is more important for deal conversion. This feature will ensure that salespeople meet deadlines before time, and they’ll also be alerted in advance if there’s something needed on their end to nourish a budding relationship. This will help reduce any stress and pressure they may have with a cluttered inbox and it will help them stay on top of their business so they can focus on what’s most important and what they’re experts on.
4. Take automation to the next level
Zoho SalesInbox works seamlessly with other tools in the Zoho ecosystem, especially your customized Zoho CRM. With Zoho SalesInbox, valuable lead information can be easily transferred to the Zoho CRM ecosystem so that other teams can have access to that information as they need.
Automate follow-up tasks with email workflows, customizable no-response notifications, and reminders for critical tasks. Also, no-response notifications help you remember prospects that haven’t replied yet, ensuring no one slips through the cracks caused by a heavy workload.
5. Pull-in analytics and performance for better relationship management
Zoho SalesInbox receives and sends emails but also measures the effectiveness of the emails sent. As part of email insights in CRM, you will be able to receive email analytics, track email performance, track email response, and a lot more. The huge database will help your teams refine your strategy step by step until you arrive at a solution that’s a winner.
In conclusion, the Zoho SalesInbox analytics dashboard provides easy access to metrics like emails sent, open rates, click-through rates, etc.
Purpose of using Salesinbox
See more -and do more- right from your inbox.
- Organize– Salesinbox that reflects your sales pipeline and your email list is organized according to sales priorities so that you stay on top of deals that matter the most.
- Understand– For better communication, you need better context. Get to know every detail about the customer which gives a clear picture and crafts better responses.
- Follow up– Get alerts for follow-up activities and notifications about the conversations that matter most. Follow-up faster and also automate the process.
- Automate– Automate the process of lead creation, enable you to segment the list, and do some effective email automation for conversion. Set rules or simply drag and drop emails to create leads, contacts, and deals.
- Analyze– Know if your emails were a hit or a miss. Analyze the performance of your emails and fine-tune them to make the perfect pitch.
Conclusion
In a time where we all are busy with our day-to-day work, we often need a system that keeps our email updated, on track, and organized. Zoho SalesInbox tackles a common problem with most business people, especially executives, salespeople: their email inboxes are filled to the brim with all manner of messages, some of them relevant, some of them very pressing, and others completely not required. Zoho Salesinbox offers email capabilities to your entire team will have a complete and accurate view of the customers you are attempting to serve.
