The best salespeople are the best communicators. It’s a near-universal maxim: if you can talk a good game, you can sell. We think of this as a natural talent, but it’s actually about paying attention. Paying attention to the little details, your conversational partner expresses them consciously and unconsciously. You take note of these messages. Then, you use them to drive the conversation toward your mutual benefit. Zoho SalesInbox helps you have these kinds of high-quality connections with more prospects. With intelligent automation and useful features explicitly designed for the modern sales workflow, you’ll find a lot to make your job easier. Get the knucklehead stuff off your desk and out of your mind and let SalesInbox take care of it, ensuring leads don’t get left behind, or deals don’t go untended. This will ultimately help to convert dying leads into closed deals!
What is SalesInbox?
Imagine your email and your CRM combined: that’s SalesInbox. As Zoho says, SalesInbox is “the only email client designed specifically for the hectic lives of salespeople.”
The online email application presents your emails as usual but adds their CRM-synced information alongside. This displays information like job titles, contact information, notes, previous orders, and more, all intelligently linked by email address and presented alongside the email thread.
As an email client, SalesInbox is the interface you’ll use to read and reply to email messages. Instead of visiting gmail.com or outlook.com, for example, you’d visit your SalesInbox.
What Does SalesInbox Do For You?
SalesInbox can automatically filter and prioritize leads based on prospect status in Zoho CRM. Automatic groupings include:
- Contacts, for people in your CRM but not associated with a deal
- Deals, for contacts associated with open deals.
- Colleagues, for users in your organization.
- Not in CRM, for email addresses not in Zoho CRM.
Additional groups can be created using Zoho’s automated workflow tools. These can be ad-hoc custom filters, or detailed decision matrices, depending on your needs.
SalesInbox also surfaces CRM details like deal summaries, product purchases, and notes, all in-situ without switching tabs. Productivity experts know how important it is to reduce context switching. Even the most minor complexities in a workflow can reduce departmental numbers, so the more streamlined, the better. With CRM integration, SalesInbox keeps you and your team on task and moving forward.
Automation, Click Tracking, and Analytics
Do your CRM work directly from SalesInbox, with drag-and-drop integration with Zoho CRM. Zoho’s powerful workflow builder helps you create automated processes to save time, reduce errors, and shorten your punch list.
Automate follow-up tasks with email workflows, customizable no-response notifications, and reminders for critical tasks. Also, no-response notifications help you remember prospects that haven’t replied yet, ensuring no one slips through the cracks caused by a heavy workload.
Reminders ensure your to-dos get ticked, and email workflows provide powerful, complex tools for capturing, classifying, and sorting emails, and taking action based on those emails. Additionally, email templates can simplify repetitive messaging and harmonize multiple working groups, ensuring everyone delivers the same approved message.
With detailed analytics tools, you can track salesperson performance, analyze productivity, track aggregate results, test messaging improvements, and sell more stuff. Managers can use these analytic tools to keep an eye on their team’s KPIs and produce reports for periodic employee reviews. In conclusion, the Zoho SalesInbox analytics dashboard provides easy access to metrics like emails sent, open rates, clickthrough rates, etc which are all great practices that will help you to convert dying leads into closed deals.
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