How to Get a Gmail-integrated CRM and Why it’s Important for your Brand

Using CRM-systems is essential for business owners. You get a perfect opportunity to communicate with clients, store data, conduct reports and analytics, provide customer service, collaborations, management, increase sales. Marketing automatization helps to solve problems with the sales growth, planning of advertising bulk campaigns, and data sorting. Advanced salespeople know how it’s critical to use Gmail-integrated CRMs for brand promotion and making a profit. Let’s find out how to save time and increase clients’ satisfaction and loyalty.

Why is it essential for your brand?

Using CRM for G Suite allows you to get all the key applications into a single system. How does it work? You can search, send, reply on Gmail or CRM messages, view contacts, manage tasks, leads, deals, other data inside one common platform without using third-party tools, digging, or moving back and forth between numerous tabs or pages. It also provides sharing Gmail information to CRM and vice versa, and integrating CRM with other sales apps and tools.

CRM app is a perfect tool for salespeople to provide a better customer experience. Firstly, it helps to segment your audience and create a customer behavior portrait. You can collect analytics and visualize statistics to figure out clients’ needs and find a personalized approach to each segment for advantageous offers and decent service. CRM provides clientele segmentation according to clients’ interests, preferences, and previous purchase experiences. You can easily track conversion, clicks, follow-ups, unsubscribing, and email openings. As a result, you get personalized, relevant newsletters with automatic insertion of customers’ names or transaction details into ready-made templates.

Secondly, CRM makes communication with your clients faster and easier what actually is a key point for successful sales. You get a bunch of useful tips by ability to:

• store and systematize customer database and related contact details;
• identify prospects and communicate with them;
• sale, provide service, and conduct marketing campaigns simultaneously;
• provide after-sales customer service and support;
• send notifications to customers to inform them of the order status, arrival at the pickup point, etc;
• attach the «reply later» label to email and receive reminders automatically;
• respond quickly to emails or chats since message notifications are displayed right in CRM pop-up window;
• attach customer interaction details (emails, downloaded files, documents, employee comments, tasks, purchase and payment history, contact info) arranged in chronological order to relevant clients CRM records/profiles.

Last but not least advantage of using CRM is time saving and workflow automation. You can easily manage all work process for better control and performance result:

• develop business strategies, plan, set priority tasks;
• standardize teamwork, work on bugs, forecast sales;
• operate pipeline sales stages and check order statuses or delays;
• configure email settings directly in the CRM so the admin can control the employees’ data access and limit their actions;
• synchronize employee mailboxes and view all emails in a single CRM interface;
• set tasks for managers to the CRM from the email client;
• automate routine processes and monitor deadlines due to inline AI.

That is not a complete list of Gmail-integrated CRM benefits. Trying such systems in practice, you can understand its functional powers and abilities, serving to save managers’ time and increase sales.

How to get Gmail-integrated CRM:

1. Purchase a ready-made CRM with direct Gmail integration.
2. Contact the API specialists who will bind your CRM system to any convenient email service and other sales tools.
3. Choose your integration tools and provide personal customization due to APIX without any coding.

We assume the first option is optimal for representatives of medium and small businesses, as well as novice salespeople with a relatively limited budget.

Assuredly, there is a lot of the most convincing and influential Gmail-integrated CRMs with unrivaled qualities and options: Agile, Cooper, Insightly, Salesforce, Streak, Zoho. They all have strengths and weaknesses related to functional or pricing plans. However, we would like to tell you about an effective multifunctional alternative to all of these systems — NetHunt CRM.

Top-6 reasons to choose NetHunt system over other Gmail-integrated CRMs

1. Full integration and synchronization:

• sync with G Suite family: Google Calendar, Google Drive, Google Hangouts, and other Google Apps and services;
• work for Web, Android, iOS, macOS;
• connect CRM with 1500+ applications including LinkedIn, Facebook, Twitter, Instagram, DocuSign, JustCall, Evernote, QuickBooks, Office, and other tools thanks to Zapier utility;
• provide data import from another CRM;
• upload and download cross-referenced files from CRM clients’ profiles to Google Drive folders and vice versa;
• run daily or hourly sync of CRM with Google Contacts to update accounts and data.

2. Productivity and automation:

• automize email logging: link communication history (emails, chats, transaction information, conversation records, sales details, customer contact info) to CRM client cards or record timelines;
• generate qualitative and relevant content, provide tailor-made outreach campaigns, monitor sales team productivity and clients’ actions, forecast, and find out problems due to marketing and sales insightful analytics;
• automize data- and workflow.

3. Email-campaigns:

• store and sort customer data, deals, and tasks;
• send emails or messages out directly from the CRM interface;
• use automatically filling in customer data templates for newsletters generated by AI;
• link Hangouts dialogues, videoconferences, files (images, documents, presentations) and conversation details with clients to customer profiles in the CRM system;
• sort letters to specific parameters and manage it;
• flag a message «contact later» and receive reminders every 3 hours.

4. Sales increasing:

• collect, qualify, systemize, and manage leads, track sales funnel progress stages, and assign or change pipeline order statuses;
• avoid getting emails in Spam folders;
• capture leads, support tickets, or records from emails and chat messages: key customer details fill in lead fields automatically;
• track email opens and clicks to identify interested prospects.

5. Perfect teamwork:

• get 24/7 data access from anywhere for the whole team;
• assign responsible sales managers for each lead and prioritize incoming calls or requests;
• define employees’ roles, control data access, and use permissions to view and edit info;
• manage the sales process and team performance;
• add information about transactions, customers, tasks to Google Calendar events and compilate info about meetings with customers or partners in the related contact’s timeline.

6. Full customization:

• provide personal customizations: change CRM structure and adapt its parameters to the needs of your business;
• access CRM without opening mail client, browser or other tools;
• protect user’s data, ensure confidentiality, and privacy due to partnerships with Google Cloud;
• avoid switching or opening new tabs or pages and keep CRM data and other apps in one place: customer- and deal-related CRM data are always available at your fingertips within the information blocks placed next to your inbox, chat rooms, events, or other applications;
• group, organize, edit, update, and manage records and files in any way you want.

Learn all Gmail-integrated CRMs’ pros and cons, study their functions, and choose the best one for your business development to benefit your sales team and improve interactions with customers!