In today’s world, we’re all on email all the time. Our mobile devices and smart pads allow us to stay connected at all times with notifications about our inboxes, and when we’re in our offperiods, we can easily find ourselves saying that we’re just “catching up on some emails.” It has allowed us to conduct our business anywhere and anytime. It helps conversations stay in motion, especially when there are multiple individuals or teams on a thread.
So much of our business is conducted via email, whether it’s initial outreach, ongoing networking, updates on program performance, or even final performance metrics with a client following a successful campaign. No matter what the email itself is being used for, it’s an integral part in any business model.
Gmail is easily the most widely used platform, and that’s mainly because of all of its intuitive and integrated capabilities. Users take advantage of this platform for personal use, but more and more businesses are migrating to Gmail for professional use just because of these capabilities and universal usage. The platform is user-friendly and can be easily customized per each user. The aligned tools that come within the Google Suite also help with productivity, but additionally, the integration with Zoho CRM allows for even more collaboration between tools.
- Scrape for Leads
For sellers, Gmail is a primary winner when it comes to managing and tracking leads. Since so much communication takes place over email, Zoho created an extension that will help decipher this information within an email and communicate this information within your leads portal. This automation will help save you time from inputting the information manually without simultaneously worrying about duplication. When it recognizes a new contact, Gmail will intuitively prompt you to create a new contact entry.
- Manage communication records
We’re all so busy at all times, juggling multiple conversations and tracking leads within various areas of the sales funnel, which means that it can often be difficult keeping up with everything you may have in the queue. With Zoho CRM and Gmail syncing together, you can easily track where each contact is within the communication funnel so you’ll know how to respond, when to follow-up, and the best avenue to continue to the conversation. With the integration with Zoho CRM, you can update communication steps here so that it then accurately reflects in your lead tracker that you have set up there. You can also easily add these new leads right in Gmail so you won’t have to manually do it in Zoho CRM or switch tabs. This helps save you time and energy in the long-run while simultaneously making you feel more confident in the status of your own sales funnel.
- Take control of your leads
Your leads are just that – your leads. In order to convert them to reliable customers or partners, you must be diligent about maintaining proper control of where they’re at in the funnel. You can log when you had communication with them and add tasks and events without ever leaving the application since the Zoho CRM synchronization will line up all of those details intuitively.
- Organization is key
Another way in which you can boost your own productivity with Gmail, especially within the integration with Zoho CRM, is to take advantage of all the tools you have available within the platform. Like most email servers, you have the ability to organize your inbox with folders so you can stay organize and vividly streamline your communication tactics. Gmail will also help you sort your social activity and your incoming spam so that you can easily sort and sift as you see fit. Having this capability at your fingertips will help you save time and prevent distractions from emails that serve you no purpose or require a different effort.
Another way in which Gmail has set itself apart from the rest is the ability to live chat within the application. This capability has proven successful especially for your internal teams. For inquiries that need a quick answer, you can easily live chat your colleague for a quick answer without writing a formal email, walking to a separate area of the office, or even picking up the phone. Your productivity won’t get disrupted, and you can simultaneously alleviate one additional email in your inbox.
- Synchronization is the star
As much as the integration between Gmail and Zoho is intuitive and helpful for generating leads and capturing them, it’s also helpful to understand that if you’re looking for productivity with Gmail for your business, be sure to check out all the other platforms under the Google Suite umbrella.
With Gmail, you can sync with Google Calendar to send meeting invitations and coordinate availability using, of course, the contacts you have available within G Suite. This will of course help you keep your day-to-day productivity high and up-to-date without worrying about any sort of duplication or misinformation. And again, since Zoho CRM is also synced here, any changes you make in one platform will reflect accordingly in the other. Additionally, with the benefit of having Google Drive as a storage center for documents and the ability to collaborate on those materials, you can easily alleviate version control headaches and save time and energy with everyone working on the same document at once instead of wasting valuable time with individual hand-offs.
No matter what industry your business is in, you and your team members will need to be always cognizant of how time is being spent to maintain optimum success and productivity. There are so many pieces in motion at all times that it can be difficult keeping everything in order, but Gmail helps maintain that chaos to an organized level, and with the help of Zoho CRM, your team members will be able to efficiently make thoughtful business decisions as it relates to their sales funnel and how their brand is generating awareness in the marketplace.
