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.