Getting your emails set up in CRM

Name: Getting your emails set up in CRM
Rating: 4.6 (36 reviews)

Bring your business emails and customer data in a single platform for contextual information.

Created byZoho CRM Academy, Pavitra Jothi, Vaagdevi Ravishankar

Last updated 3/2021

English

English [Auto],

What you'll learn

The importance of having your email inbox in Zoho CRM.
The difference between IMAP and POP protocols for email integration.
How to set up email integration within Zoho CRM.
How to effectively send and receive emails within Zoho CRM.
The various email operations such as mass emails, organization emails, BCC dropbox, email parser, and email sharing.
Learn to analyze how an email has performed using email insights.
Identify and employ SalesInbox as an email client for salespeople

Course content

7 sections • 16 lectures • 1h 39m total length

Why integrate emails with a CRM?7:34
Integrate email with the CRM to unite inbox and customer data in one place, improving prioritization, productivity, transparency, and personalized, context-rich multichannel communications.
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Concept: Email protocols5:31
Explain how emails travel from sender to recipient using smtp, mta, dns, and mail servers, and compare pop3 and imap for crm integration, guiding protocol choice and prerequisites.
Demo: Configuring email within CRM2:59
Configure email within Zoho CRM by selecting Gmail, entering credentials, and configuring IMAP with from address and email sharing permissions, then save to complete email integration and sync with records.
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Concept: Email deliverability and email authentication6:37
Learn how Zoho CRM handles email deliverability and authentication, including IMAP integration, the three key factors of deliverability (identification, reputation, content), and configuring DKIM and SPF for inbox delivery.
Demo: Configure email deliverability settings1:37
Add the domain to the DNS for email authentication to improve deliverability from Zero CRM, verify the domain with a code, then validate the SPF records to complete the setup.
Concept: Mass emails and organization emails7:10
Configure your inbox in CRM to send and receive emails. Use mass emails and organization emails with templates to save time and maintain consistency.
Demo: Sending mass emails and organization emails5:50
Schedule and send mass emails using templates with merge fields, filter contacts by trip, and configure follow-ups; set up and verify organization emails for department use in crm.
Take a quiz

Concept: Email sharing and using BCC dropbox7:38
Configure email sharing permissions in CRM to manage private, custom, and public access, and use BKK Dropbox to pull in emails from non-configured accounts.
Demo: Configure email sharing settings and BCC dropbox3:27
Configure email sharing in Zoho CRM to set private, public, or custom access for the CEO, manager, and customer executives, and enable BKK Dropbox to copy sent emails.
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Concept: What an email parser is and how it can be used7:30
An email parser extracts data from incoming emails and automatically adds leads to the Zoho CRM by mapping fields via parsing templates.
Demo: Create an email parser6:21
Create and configure an email parser to turn website leads into the CRM leads module records, mapping name, number of travelers, destination, and budget from the parsing template.
Take a quiz

Concept: What Zoho SalesInbox is and how it is used8:12
Explore how Zoho SalesInbox integrates email with crm via imap and prioritizes messages. Organize with folders, filters, labels, convert prospects to leads, and use sentiment analysis.
Demo: Using SalesInbox to send and receive emails13:37
Demonstrates how to set up and use sales inbox in Zoho CRM to send and receive emails, organize with folders and filters, and convert messages into leads, contacts, or deals.
Take a quiz
Recap of email features in Zoho CRM3:16
Explore how to send and receive emails directly from CRM, use mass and organization emails, and apply email parser and insights to track performance with POP3 or IMAP integrations.

Requirements

The students need the Professional edition of Zoho CRM to implement and try out the email integration.

Description

The key to a successful business depends on effective communication with your customers. Your CRM is a central hub of shared information and your email inbox is a record of all your important communication. What if you had them both in the same place? There will be no need to switch between your Inbox and CRM. You will gain better insights into your business, with the power of an email inbox within your CRM account. The contextual view of email conversations along with the customers’ details can help you plan future communication strategies. Additionally, with SalesInbox (an exclusive email inbox designed for salespeople), you can prioritize customer interactions based on the sales context. You can easily identify if the email is from your contact, a prospect, or a colleague. This way, customer conversations are already sorted for you based on priority, so you don't miss any important ones.

In this course, you will be able to:

Recognize the importance of having your email inbox in Zoho CRM.
Understand the difference between IMAP and POP protocols for email integration.
Set up email integration within Zoho CRM.
Effectively send and receive emails within Zoho CRM.
Recognize and perform various email operations such as mass emails, organization emails, BCC dropbox, email parser, and email sharing.
Analyze how an email has performed using email insights.
Identify and employ SalesInbox as an email client for salespeople.

Who this course is for:

Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business.
CRM administrators who are responsible to set up the organization's CRM account.
CRM users who need their emails set up inside Zoho CRM.

Getting your emails set up in CRM

What you'll learn

Explore related topics

Course content

Overview1 lecture • 8min

Configure your email inbox within CRM2 lectures • 9min

Working with emails in CRM4 lectures • 21min

Share emails with colleagues and use BCC dropbox2 lectures • 11min

Automate adding records to CRM by extracting information from incoming emails2 lectures • 14min

Gain insights from your emails2 lectures • 12min

SalesInbox: An email client for salespeople3 lectures • 25min

Requirements

Description

Who this course is for: