Reasons of Mail Integration With CRM

Many people receive important news or alerts via email. Why is it necessary to transfer to one service, and is Gmail integration with outlook useful?

Convenient regulation of access to mail

One of the challenges when hiring and firing an employee is corporate email. Many questions arise:

1. Create a new email for a new employee?
2. Where do I forward emails from my old email?
3. Is it worth doing a shared email for several employees?

On top of that, reconfiguring mail when changing employees, archiving letters and other nuances that take a lot of time to fix.

All e-mails are configured directly in the system, and the administrator simply regulates which e-mails the employee has access to.

Convenient mailing of necessary documents

How much time does it take to collect the necessary documents and send them to the client by mail? Even if you did the smart thing and created a folder with frequently sent documents on your desktop. During the work, each time you need to add to them the documents that appear in connection with the transaction.

Instead of looking for files on PC:

• all the most frequently used files are added to a separate section of the system;
• all documents that can be generated in the system are generated in it.

Another convenience is access to certain documents at a certain stage of the sales funnel. Naturally, the system itself determines which files are linked so as not to choose from many unnecessary ones.

Security

For most business owners, security is one of the most pressing issues. And the larger the company, the priority of safety is higher. In a regular email client, an employee can do whatever he wants with letters, for example, delete them or forward them to a competitor. Despite the security of a computer, email is like a hole through which anything can go.

How the integration with a CRM system can improve security:

• you can adjust the ability to delete emails in your CRM system;
• you can block the opening and sending of the necessary files only at certain stages.

Also you can easily view at any time who the employee sent letters to.

Story of interaction with the client

When making a decision on a client, it is important to have the most complete data on the necessary information. E-mail correspondence is one of the important elements. CRM email integration allows you to easily access all correspondence with a specific client. There are no lost emails and filtering to find email.

Sharing a window

It’s no secret that working in many applications takes a lot of time from employees. It is switching between different applications, transferring information between them. All of that wastes a lot of time that the employee could have spent on work.

When integrating mail with a CRM system, the system itself will notify the employee about a new letter and will allow you to answer it directly from the client card. Thus, the employee does not have to spend working time navigating through an infinite number of applications.

Automation of mail business processes

Any routine process that an employee has to do takes up his time and reduces his performance. With regard to email, this is, for example, sending reminders, notifications.

Why should you waste an employee’s time on this when this process can be automated, and the system itself sends letters at certain stages, depending on the business process.

In addition, it is much more efficient to call a client who has just read a commercial letter, not in an hour or a day.