Learn what features you can expect and how each customer relationship management solution performs.
For most salespeople, email is the Email Integration most important way to communicate with prospects and customers.
So you’re not wrong to expect great canada phone number data integration between your email and your customer relationship management system.
With all the CRM possibilities out there, it can be difficult to understand what to expect from such an email and CRM integration, so I’m going to tackle that first and give you a list of useful features to look for.
Next, I’ll use that Email Integration same list of features along with review scores from two top sites to compare 7 different CRMs that tightly integrate with your inbox.
Here we go!
Before you start: Are your needs more specific?
If your needs are more specific, I have established separate rankings for each category:
- CRMs that integrate well with Gmail
- CRMs that integrate well with Google Workspace
- CRMs that integrate well with Outlook & Microsoft Office 365 .
If you don’t have a Google or Microsoft Email Integration inbox, continue reading below!
If you use LinkedIn a lot , be sure to check out my LinkedIn-CRM integrations roundup .
Key Features of an Email-Integrated Customer Relationship Management System
Here are 10 essential features you tips to optimize email deliverability during diwali can expect from a customer relationship management system that is well integrated with your email inbox:
- Update and use your CRM from your email inbox
- Live synchronization of your emails and meetings with the CRM
- Automatically create contacts for people you email or meet
- Automatically enrich your contact database by synchronizing your contacts’ electronic signatures.
- Send automated, personalized email sequences from your inbox.
- Use email Email Integration rich data templates (shared or private) when sending emails through CRM
- See who your colleagues know and how well, with “relationship strength scores” based on their email traffic.
- Check if people are opening your emails and clicking on links in your emails sent from Gmail or Outlook
- See if people who clicked on email links also Email Integration visited your website, which pages, and for how long.
- Being reminded of emails you didn’t respond to or customer conversations that went silent.
That’s a lot of useful stuff to better track your leads and boost your productivity! I’ve detailed the features of each CRM below.