A CRM software helps a business to manage customer interactions starting from the initial lead stage, deal closure to after sales service. However, it is seen that in spite of having a robust CRM application, most businesses get only a fractional view of all customer interactions. That is because a major chunk of customer interactions lies in Gmail which gets unmapped and unfetched in the CRM. While there is a manual way to update the Gmail data within the CRM but the question is -
Who has the time to do this?
Just in case you think that your sales, marketing and customer service teams can carry this responsibility - think again!
Aren't they loaded with work up to the brim?
In such a scenario, if they get into manually entering the Gmail data within CRM - in all likelihood, they will lose up to 1-2 hours daily which sums up to 35% of their productivity.
Are you ready for that?
Fortunately, when several business entrepreneurs like you are experiencing this dilemma - renowned vendors have come up with the desirable combination of CRM and Gmail. These CRMs offer tight integration with the Gmail app to empower users access the popular email solution right within their platforms. Resultant of which, business owners can capture, nurture and grow all their customers in a holistic manner right from the CRM.
What benefits users get with Gmail integration within the CRM?
Gmail app as a part of the CRM workflow, allows the users to perform multifarious activities:
- Automatically synchronize the sent, received and draft email messages within the CRM
- Obtain a thread view of all conversations happened with the clients in Gmail
- Create new leads, contacts, accounts, tasks and partners out of the Google Mail contacts
- Use the CRM to share the emails with other users and partners
- Associate emails with existing CRM leads, contacts and accounts
- Send and receive Google mails directly within the CRM without hopping between two platforms.
Is enabling Gmail app within CRM complex?
Unlike other app integrations which take hours or even days to get cobbled together, CRM and Gmail integration happens in minutes. Surprised?
Well, most of the renowned CRM platforms offer Gmail app integration without the involvement of any technical professionals.
The section below defines the generic steps of CRM and Gmail integration:
1. Visit the CRM Apps Store
Every CRM has its app store that allows its users to shop for the third-party apps. In this case even, the user is required to go to the app store and select Gmail app for integration with their CRM account.
2. Read the Gmail app functionality
The exact set of functionalities that Gmail app provides within the CRM varies from vendor to vendor. It is advisable to acquire a clear view of the exact features that your CRM vendor will provide you once you install the Gmail app within your CRM account.
3. Install the App and Link your Gmail account with the CRM
Download the app plugin. Provide the necessary login credentials required. Complete the application installation procedure and start using Gmail within your CRM.
In experts' opinion what differentiates a good CRM from a great one is the integration of third-party apps. While there is endless amount of apps that can be integrated within CRM - the most important CRM integration for every business is - Gmail.
Reason being that when you have the Gmail data right within your CRM account - you save time as you use one platform to store your contacts and send and receive emails. There is no hassle of moving back and forth between CRM and Gmail to sync information. Staying in one platform, you easily view emails, reply to them and map those with existing CRM contacts and leads.