Unify Your Email and CRM to Seal More Deals
Prioritize and organize your emails based on the importance of deals. Zoho SalesInbox enables you to streamline your pipeline by organizing sales activities according to the stage each deal is in. Get email columns, folders, and filters fit for the sales priorities and stimulate the deals of the highest importance. Enhance your emails with contextual sales information and track response to make effective follow-ups.
- Email Prioritization & Snoozing
- Email Templates & Analytics
- CRM Integration
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Zoho SalesInbox Features
Zoho SalesInbox is a powerful tool that helps the sales team streamline their email communication, prioritize their emails, and keep watch over sales tasks.
Organize Your Emails Based on CRM Data
Stop looking through stacked notifications and irrelevant emails. Attach your CRM to a clutter-free inbox to easily find what you want. You can filter your leads by unlimited CRM criteria, like deal size, deal source, and closing date.
- Customize filtration settings.
- Apply labels to your emails
- Create CRM-driven columns like deals, leads, contacts, and colleagues.
Respond Efficiently to Your Leads or Customers
Craft your messages professionally by evoking your communication history with the customers. Zoho SalesInbox will enrich you with the right context to write your email. You will be well-acquainted with all information from every support ticket to the last social media post.
- Get contextual info to pick from where you left off.
- Know how valuable your customer is.
- Have a timeline view.
Create a Workflow for Your Lead Conversion Process
Automate and bolster the process of lead conversion by drawing workflow and setting rules. SalesInbox enables businesses to simply drag and drop emails to create leads, contacts, and deals.
- Save time by creating triggers to categorize new messages as leads.
- Define the price, set a closing date, and create follow-up tasks.
- Let CRM auto-populate email addresses.
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Trigger Alerts Notifications and for Follow-Up Activities
Let SalesInbox steer the follow-up activities and notify you of the conversations about the big deals. Keep your teams up-to-date on your prime deals and know when to contact clients. Set reminders for the things you expect from your customers.
- Automatically schedule follow-up calls and events.
- Utilize ResponseWatch feature to specify a time to hear back from a customer.
- Respond faster to momentous deals.
Refine Your Email Messages Based on Real Insights
Polish your emails with analytics to know which messages influenced your customers and which ones were unsuccessful. You will be able to recognize the minor or major changes you add to your emails that come up with good results.
- Utilize dashboard reports and analytics to improve your emails.
- Create responses beforehand and share them with your teams.
- Gain insights on who among your team sends the best emails.
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