CRM Gmail Integration that keeps you connected

Emily Smart By Emily Smart, 10th Nov 2015 | Follow this author | RSS Feed | Short URL http://nut.bz/3ghe_i88/
Posted in Wikinut>Business>IT & Ecommerce

Learn something new about CRM and how to implement Gmail in it. Be more effective and successful.

CRM Gmail Integration that keeps you connected

It seems that back in the old days managing day to day contacts with clients, vendors and partners wasn’t as complicated as it is today. When I started my business a few years ago, there were a few suppliers I needed to memorize and just as many customers. But, these days everything seems to have changed. With every passing week, there are more and more business contacts I need to memorize and keep track of. Business has grown, and I’m by no means complaining, but sometimes I long for those easy breezy, worry-free days. Or at least that’s how I felt until I decided to do something about it. I realized that my business had grown so big over the last couple of years, that managing my daily contacts without a professional system might result in a failure in the future. So I started reconsidering my options, from a fully equipped, specially designed CRM software packages to different add-ons and plug-ins that took advantage of the platforms I was already using. At first, I thought I’d go with completely new CRM software, but after some thinking, and some professional advice given by the Resco CRM experts I decided to utilize the things I’d already had, i.e. Gmail. Little did I know that this would be one of my best professional moves I had ever made.

Why CRM Gmail Integration

First of all, it’s free. Though limited in its function, Gmail can do quite a bit for a small business company, thanks to its Contact Database, that is far more than a simple address book. It can actually automatically save a myriad of different data that surpasses the general phone number and email addresses. It also allows the user to sort this information into manageable chunks, folders and subfolders, so that it can be easily searched.

For those who’d like to spruce up their Gmail, as I did, they can turn their heads towards the CRM Gmail Integration Apps that convert Gmail into a fully-functional CRM software package for a fraction of the cost. Here are a couple CRM Gmail integration apps ready to boost the Gmail power.

Insightly

At a $9 per user for a month, Insightly will automatically find and update contacts from social network sites, including Facebook, thanks to its deep Google integration. As the design is similar to Google’s apps, Gmail users will find this app especially easy to use. The data about customers will be displayed alongside the team’s emails, tasks and notes.

Capsule

With Capsule CRM Gmail integration, it’s all about Contacts. Keeping track of customers is the essence of every business. But it is not the only task that a successful business has to perform. Keeping track of other people, vendors, media and even team members, is just as important. Capsule understands this and it allows the user to group their contacts based on the relationship between themselves as well as between them and the company.

Thanks to this feature, the user can have a clear idea of when was the last time they had any contact with the client/vendor with the last interaction displayed at the top of the page.

Tags

Crm, Google

Meet the author

author avatar Emily Smart
I am senior logistics specialist and my hobbies are traveling and cooking

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author avatar Fern Mc Costigan
10th Nov 2015 (#)

Interesting post!

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