Email remains one of the main services for many companies. It is used to receive applications, send documents, and correspond with clients, employees, and partners.
All this information needs to be entered into a CRM program, which is time-consuming. That is why companies that use email intensively choose CRM for Gmail.
Content
CRM extension for Gmail: what does it offer?
What functions become available after CRM and email integration?
CRM extension for Gmail: what does it offer?
NetHunt CRM is both a full-featured CRM system and a Gmail extension. CRM is built into the email interface. Thanks to this, all the features of the CRM system will be available in Gmail, and email management will become easier and more convenient. In addition, with the NetHunt CRM extension, Gmail gets unique features, which we will talk about in more detail in this article.
This Gmail program allows you to:
Automatically save information from email to CRM.
Use advanced message navigation.
View additional information from CRM in your email.
Track whether a letter you sent has been read.
Send mass mailings directly from Gmail without additional services.
Assign, view, and modify CRM tasks in the mail interface.
The CRM extension for Gmail works in Google Chrome, belarus phone number list Mozilla Firefox, and Safari browsers. Of course, you can use CRM not only in mail, but also independently - as a separate version for your computer.
What functions become available after CRM and email integration?
1. All CRM features in your mailbox
After installing the CRM extension for Gmail, a CRM control panel appears in the mail. Through this panel, the user gets access to all the main CRM functions, including records, tasks, user management, and others.
Thanks to this, you can work with mail and CRM in one window without wasting time switching between windows.
2. Creating CRM records in Gmail
When CRM is integrated with Gmail, information from an email can be easily saved to the CRM system without having to manually copy it, by linking it to an existing record. You can also create a new CRM record from a Gmail email: for example, a customer card or deal.
When creating a client card, the letter will be saved in the CRM system. Thus, the entire correspondence history for each record will be stored in the CRM.
3. View CRM data in Gmail
Emails that are linked to CRM records display information from the CRM. A panel appears on the right, through which you can view the customer card, deals, events and other details. This saves time, because the necessary information is always at hand.
4. Mail labels
Another handy feature that makes Gmail mail management easier is email labels (tags). Labels are set up in the CRM system and display brief key information for each record. For example, you can create labels that will show the stage of the deal and/or the manager who manages the client, opposite each letter that arrives in your inbox. With the help of labels, you can more quickly navigate the flow of letters and go to the desired record in the CRM.
5. Email tracking in Gmail
Emails sent using NetHunt CRM contain a tracking pixel. So you will know if your email was read and when. You can also track clicks on links in the email and the type of device from which the email was read.
6. Setting tasks
The CRM extension for Gmail includes a built-in task manager that allows you to assign and view tasks without leaving your email. Any email can be linked to a task. Emails with tasks will be marked with a special symbol with the number of tasks assigned. Tasks that are not linked to emails can be assigned and changed through the CRM control panel in Gmail.
7. Mass mailings
And finally, another feature of CRM for mail is the ability to refuse third-party mass mailing services. CRM allows you to send an unlimited number of emails via Gmail and receive detailed statistics on each mailing. Gmail mailing management gets expanded capabilities. You can quickly select the desired segment of the customer base, as well as send emails directly from the CRM system.
7 reasons to choose CRM for Gmail
-
- Posts: 317
- Joined: Mon Dec 23, 2024 5:02 am