Getting your emails set up in CRM
Getting your emails set up in CRM, available at Free, has an average rating of 4.8, with 16 lectures, 7 quizzes, based on 24 reviews, and has 1351 subscribers.
You will learn about 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 This course is ideal for individuals who are Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business. or CRM administrators who are responsible to set up the organization's CRM account. or CRM users who need their emails set up inside Zoho CRM. It is particularly useful for Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business. or CRM administrators who are responsible to set up the organization's CRM account. or CRM users who need their emails set up inside Zoho CRM.
Enroll now: Getting your emails set up in CRM
Summary
Title: Getting your emails set up in CRM
Price: Free
Average Rating: 4.8
Number of Lectures: 16
Number of Quizzes: 7
Number of Published Lectures: 16
Number of Published Quizzes: 7
Number of Curriculum Items: 23
Number of Published Curriculum Objects: 23
Original Price: Free
Quality Status: approved
Status: Live
What You Will 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
Who Should Attend
- 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.
Target Audiences
- 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.
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:
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Recognize the importance of having your email inbox in Zoho CRM.
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Understand the difference between IMAP and POP protocols for email integration.
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Set up email integration within Zoho CRM.
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Effectively send and receive emails within Zoho CRM.
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Recognize and perform various email operations such as mass emails, organization emails, BCC dropbox, email parser, and email sharing.
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Analyze how an email has performed using email insights.
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Identify and employ SalesInbox as an email client for salespeople.
Course Curriculum
Chapter 1: Overview
Lecture 1: Why integrate emails with a CRM?
Chapter 2: Configure your email inbox within CRM
Lecture 1: Concept: Email protocols
Lecture 2: Demo: Configuring email within CRM
Chapter 3: Working with emails in CRM
Lecture 1: Concept: Email deliverability and email authentication
Lecture 2: Demo: Configure email deliverability settings
Lecture 3: Concept: Mass emails and organization emails
Lecture 4: Demo: Sending mass emails and organization emails
Chapter 4: Share emails with colleagues and use BCC dropbox
Lecture 1: Concept: Email sharing and using BCC dropbox
Lecture 2: Demo: Configure email sharing settings and BCC dropbox
Chapter 5: Automate adding records to CRM by extracting information from incoming emails
Lecture 1: Concept: What an email parser is and how it can be used
Lecture 2: Demo: Create an email parser
Chapter 6: Gain insights from your emails
Lecture 1: Concept: Email insights
Lecture 2: Demo: Working with email insights
Chapter 7: SalesInbox: An email client for salespeople
Lecture 1: Concept: What Zoho SalesInbox is and how it is used
Lecture 2: Demo: Using SalesInbox to send and receive emails
Lecture 3: Recap of email features in Zoho CRM
Instructors
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Zoho CRM Academy
User Education -
Pavitra Jothi
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Vaagdevi Ravishankar
Lead — User Education | Zoho CRM
Rating Distribution
- 1 stars: 0 votes
- 2 stars: 0 votes
- 3 stars: 2 votes
- 4 stars: 5 votes
- 5 stars: 17 votes
Frequently Asked Questions
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You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
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