Be More Productive By Integrating Your CRM with Outlook or Gmail
Productivity and reducing time constraints are things that every business strives to accomplish.
11:06 29 November 2019
it makes a difference to the company's overall lifespan and the ability to achieve things more accurately and efficiently. Most of the duties and data entry procedures are done via a CRM system, but sometimes the process might take time, and one of the ways to save that precious time is through a Gmail or Outlook integration with the system.
Keep reading to find out how it can make things much easier for you.
Save yourself the hassle
The CRM system is an amazing tool that has helped a lot of businesses, but with how things are evolving in the business world these days, there should be better ways for you to handle your data and customer information along with everything else. The system is indeed helpful, but it's time-consuming; you have to enter information in every field and update every partition and hope that nothing happens at the same time. The possibilities of human error through the system are high and you could see some double-entry mistakes happening that would cause major setbacks in some cases. So it's much better to integrate it with your business emails to have things stored and get sent much more effectively.
Invest in better tools
As a company owner, you should be thinking about what's best for your staff members and customers; having a great tool to make things a lot easier for them can make a huge difference in productivity levels. The developers behind ZynBit believe that your team will always find the best task to take on, allowing your managers to focus more on improving team performances with this tool on hand. You will be able to automate everything, and you won't waste time with data entry; everything will be done for you quickly and efficiently.
When you integrate everything with your Gmail or Outlook emails, you will be able to stay more connected. There will be activities to reach contacts, and you can gain access to your CRM address book easily. If you want to create new contacts or add new information, then you don't have to leave your inbox at all. The activities you do will include every detail in your Gmail, having all the fields, subjects, dates, and much more. Also, you will get a display within your email that shows any activity that was created previously, so you won't get lost or have problems with double entries.
Share and store easily
The integration procedure makes it a lot easier for everyone to collaborate and share important information. It will make things simpler and painless for all your staff members and managers, storing everything effectively for every employee working in the company. There won't be any possibility of getting lost or wasting time searching for something—people won’t dig through folders or mailboxes at all because you'll have everything available and visible to you instantaneously. So if someone wants to search or share a specific email or activity, they can do so in the shortest time ever, raising productivity levels immensely.
Better communication with customers
No matter which type of CRM you're using, you'd still need to communicate with your customers, suppliers, and clients in a better fashion. You can easily do that through the integration process, and you won't get any miscommunication issues or any other problems; it would be counterproductive anyway to have their information stored separately. So don't waste any more time trying to go through fields and submissions to try and find the details you want; when it's integrated properly, everything will be pulled out dynamically and only relating to the specific activity or customer you want. This will have your team, communicating better with your customers and save time, too.
Working on the move
If you integrate things this way, the possibilities of working outside your office could be much higher. You can use your smartphone to check activities, submit new ones, and communicate with everyone even when you're not there. This takes productivity to a whole new level, and gets your work done perfectly even when you haven't clocked in yet.
Finding new and better ways to make things run smoothly in your company should be one of your top priorities; you have to make sure that everything is done correctly and without any random errors. Make the right choice that's best for you and your company and train your employees on how to use this new system. You will see productivity levels increase dramatically and it means better success for the business.