One of the most useful functions of Customer Resource Management (CRM) is its email integration capability, which allows for an unparalleled degree of accessibility for today’s modern enterprise. Email integration enables CRM data to be retrieved from desktops and productivity applications which employees use most frequently, effectively reducing the learning curve for newcomers to a particular CRM system. Users are able to communicate more efficiently and effectively with valued customers by taking advantage of virtually instant access to the latest customer, product, and support information.
With most products, CRM integration to email simply requires selecting the appropriate option in the CRM and following the subsequent wizard. Integration can be achieved in a matter of minutes without additional hardware, software or information technology support, although the latter is usually offered. Attendant benefits include the synchronization of all CRM system capabilities (contacts, activities, tasks and appointments) into a single view of a customer’s entire company interaction, accessible through employees’ email accounts. Staff can determine the most recent activity regarding a customer’s experience and follow email conversations, while defining outgoing emails into multiple identities eliminates the need for carbon and blind carbon copying (“cc” and “bcc”).
Email integration is also highly flexible. Options include the designation of which areas of a customer’s experience and emails are to be synchronized with CRM, allowing for case-by-case privacy as needed. Structures of user defined folders and storage management of records accessed through CRM can be configured to go into the desktop system, ensuring that customer information is centralized and current. Other features include the ability to assign emails to specific cases and contacts in the CRM, while some systems automatically create new contacts when an email is received from a new source, allowing for rapid organization of potentially new customer information with the appropriate association of customer emails within the database system.
Additional options include automatic spam filtering and flagging, as well as the prioritization assignment of emails. Depending on which CRM product is employed, integration can include support for an unlimited amount of email accounts as well as for HTML and Word email format. CRM integrations with email marketing systems allow market listing and bulk emails to be sent based on CRM data. Such systems track email reads and links clicked, and allow recipients to unsubscribe from the CRM data base as needed. Marketing productivity is accordingly increased, granting seamless campaign targeting and the maintenance of consistent data between several locations.
One of the biggest mistakes that businesses make when it comes to their CRM software is the features they don’t use. This happens because they invest in CRM with a handful of problems in mind, so they’re content as long as it solves them. But if you want to maximize your ROI, you should be utilizing every feature available to you. more
Would you believe that 89% of businesses expect to compete primarily on customer service in the upcoming years? With that in mind, it’s no surprise that CRM software is becoming such an integral part of business operations. But not all solutions are created equally, especially when it comes to the value they deliver to your business. more
There’s some big things happening with CRM software that you should to be aware of. Technological advancements and changes to business processes have led to developments and new features that are making CRM more valuable than ever. Things like mobile capabilities and greater integration with other software are at the front of this progress. more
A good SMB CRM system can be an incredibly valuable asset for your business. As more businesses recognize this value, the amount of SMB CRM vendors is expanding quickly. Navigating the pricing plans, features, and service terms of all these can be a decision-making nightmare. more