Efficient email communication is essential for managing your leads and opportunities effectively. With CRM As A Service integrated into the Microsoft ecosystem, you can seamlessly synchronize your emails between CRM and Outlook, providing a 360-degree view of your customer interactions.
Enabling email synchronization offers several advantages:
Unified Mail Management: View and manage your Outlook mailbox directly within the CRM app, allowing you to handle all your emails from a single platform without switching between applications.
Contextual Email Visibility: Effortlessly access and visualize emails related to specific Contacts, Leads, Opportunities, and Cases, ensuring you have all relevant information at your fingertips and can follow up efficiently.
Sending Email: You can send emails directly to any of your contacts without leaving CRM As A Service.
In this post, we’ll guide you through the process of setting up and using email synchronization, helping you make the most of this integration for streamlined communication and enhanced productivity.
Setting Up Email Synchronization
To begin setting up email sync in CRM as a Service, follow these steps:
Access Settings: Navigate to the CRM page and select Settings.
Tenant Settings: Under Tenant Settings, find and select the option for Email Sync.
Add an Email Account: To initiate the synchronization, click on + Email Account. This will allow you to link your Outlook account with CRM, ensuring all emails from your Outlook inbox are synced with the CRM system.
Visualizing and Managing your Emails
Once email syncing is enabled, all emails from your Outlook account will seamlessly appear within the CRM interface. This integration allows you to manage your entire mailbox directly from CRM As A Service, eliminating the need to switch back and forth between applications.
Contextual Email Visibility
Any incoming emails from your contacts will be automatically captured and linked to the appropriate contextual activity within CRM As A Service, whether it pertains to a Contact, Lead, Opportunity, or Case.
No more wasted time browsing your Outlook mailbox for emails. You’ll have all the necessary information at your fingertips to make informed decisions and manage relationships effectively.
Send Emails from CRM As A Service
You can send emails directly from the Activity form. This ensures that all communication is tracked within the CRM system, helping your team stay organized.
