CRM ARTICLE

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It’s important to have a functional email system in your business. It gives you a way to communicate with your customers and keep them informed with the latest information or offers. You can use this as an additional channel to market your business while also engaging with potential new customers. The fact is, many of us have used Gmail over the years and many businesses today have incorporated their CRM software within their email platform to help manage leads and responses more efficiently. If you want to get the most out of your email system, check out some of the best ways to create a CRIRT (Customer Relationship-Intelligence System) that will increase response rates, visibility, and automated follow-up emails.

• Email is the backbone of a CRM system

Email is a great channel for both communicating information as well as collecting information. As a CRM system, you can use it to collect information about your customers and prospects like their names, addresses, emails, phone numbers, etc. You can use this information to create leads and manage communication more effectively. Additionally, email can be used to automate follow-up emails and internal communications. By setting up automated responses, you can receive information from customers, collect information from them, and reply to their questions without having to spend your limited time doing it manually. Other ways to use email to increase your CRM system are integrating your CRM system with your website and blog. You can create content that is relevant to your business and send it out using email as a distribution channel.

• Automate your response process

One of the best ways to use email to increase your CRM system is to add an automation feature. If you have a customer support process or sales process where people are manually replying to emails, you can use email to automate these processes. For example, if you have a policy where you send a welcome email to all new customers, you can set up a rule in your email software to automatically respond to this email with the details of your company. With this feature, you can set up other automated responses like sending an invoice, following up with a previous email, etc.

• Create visibility into conversations and leads

Another key feature of a CRM system is the ability to create visibility into your conversations and collect leads. You can do this by setting up searchable archives and folders to see all your emails. If you have a specific lead/sales process where people are collecting information, you can set them up to be seen through this CRM system. Searching your connections and emails can also give you a quick overview of what is happening within your company. Looking at the frequency and timestamps of emails can help you get a better sense of how your business is performing and inform you of potential issues that may be occurring.

• Track usage data to help with marketing decisions

With a CRM system, you can set up campaigns and departments to track how each department is using the system and how it’s performing. This way, you can use data to inform marketing decisions like deciding on which campaigns to run, which emails to create, etc. You can also use this data to inform decisions around hiring new staff. Is there a specific department that is always understaffed? If so, you can use this data to inform decisions around hiring for this department.

• Enable automated follow-ups

If a customer has opened an email or clicked on a lead, you can also use email to send automated follow-ups. This is especially useful if you have a sales process where people are closing deals and then closing the account. An automated follow-up email can be sent to keep the customer engaged with your business. You can ask them if they have any questions, ask them when they plan on making a purchase, etc.

Conclusion

Gmail is a great email channel for businesses. You can send emails to anyone in your database and they can reply. You can also set up filters to sort your emails so that only certain people read your emails. However, email is only good for sending information. If you want to increase your CRM system, you need to find a channel that allows you too. Emails are a great channel that allow you to set up CRM features. The best way to increase your email system is to find out if you already use Gmail as a channel and search for CRM features within Gmail. Once you have pinpointed the best channels, you can use them to increase your email system.