Keep all your devices ready to check them. Try our Zoho CRM for email add-in for Microsoft Outlook to keep your sales process organized, effective and efficient. We at Zoho constantly create solutions for you that are easy to use yet powerful. Once you pin the add-in, the details from the email automatically get filled in the add-in editor as soon as you click on an email. The Zoho CRM add-in is made pinnable so that you can always keep track of your sales process. We have taken away the hassle of opening the add-in repeatedly to keep tabs on your CRM process. Thus, you get the maximum benefit from every penny you spend. The add-in also helps you keep track of your campaigns to monitor your return on investment. Keep track of your customer deals to know about the potential revenue a customer can generate for your business.
View and edit notes, tasks, events, and calls to get information about the previous conversations. This feature will allow you to follow a seamless lead nurturing process.Įngage with your customers to produce better sales results. You just click a button and convert the lead into a contact. What do you do? Go to Zoho CRM, search for the lead, and convert it? Not anymore. This helps you filter emails by the most relevant information, making nurturing more effective. We have brought you a cleaner, simpler and more insightful UI to help you take charge of your sales process.Ĭlick on an email to add the addresses as a Lead or Contact. The add-in lets you manage your CRM efficiently by letting you choose to keep or discard data based on the email. See all customer activity in one place to make better sales decision. If the lead or contact already exists in your CRM system, it will fetch the details, letting you focus on making the sale. Here is the list of amazing features that will make you love the new Zoho CRM add-in:Ĭlick on an email and the add-in will fill in the details for you. Now, there’s a system where they can log calls, read emails, add deals, take notes about a customer, and edit the related details without going to the CRM system. Typically, your sales team’s day consists of collecting and organizing lead details, following up with the leads, sending out quotes, logging calls, and monitoring the campaigns for effectiveness and return on investment. The add-in parses the email data automatically once you open an email, telling you whether the sender is already a business contact or a new opportunity.
The add-in is an easy-to-access tool, faster and more contextual than switching tabs between email and CRM apps. With Zoho CRM’s Outlook add-in, add leads or contacts to your business without switching between windows.
Since sales is a continuous cycle, your CRM data should always be at your fingertips. With this add-in right inside your inbox, you can choose to filter, process, add, and edit data quickly and easily inside your Zoho CRM. Introducing Zoho CRM add-in for Microsoft Outlook: a quick way to manage your leads and contacts from your inbox. Filtering details from customer emails is a crucial part of sales management, yet it’s a tiring, time-consuming process. It gets tougher when you have to switch between your email client and CRM app to enter the customer’s information. Generating quality leads and maintaining lasting customer relationships is a challenge for any sales team.
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