email inside the crm

Email Inside the CRM – A Quick Path to a More Productive Sales Team

Email plays a huge role in sales, and therefore, your sales team must dedicate a lot of time to it. Sending and receiving emails is an essential part of your daily routine as a salesperson. But it’s also a lot of work. You have to find the time to write and send emails, track responses, and respond to inquiries. It’s easy to get stuck in the daily grind and forget about the bigger picture.

There are many ways that you can use email to improve your sales process. One of the most effective is to connect your email to your CRM. By recording every interaction that your team has with every lead, you can quickly identify which leads are most likely to become customers and prioritize your communication accordingly.

You can use the CRM to record all of your conversations with a lead. Then, automatically route those conversations to the person who is best suited to answer that question or provide that feedback. This not only streamlines your workflow, but it also reduces the time that you have to spend in meetings. You can use the same system that you’re already using to communicate with your customers to improve your sales process and increase productivity. All it takes is a little time and effort to set up.

Emails regarding a specific company – all in one place

When working with a single company, it’s easy to feel like you’re always in a race to keep up with the latest developments. Not only can this become frustrating, but it can also make it difficult to build a strong working relationship.

The best way to solve that is to have all your emails with a specific company, all in one place. This makes it easier for the sales team to collaborate, and everyone has access to the same information.

You might want to consider a solution like Rizer CRM, which centralizes all of your interactions with a single customer and makes it easy for you to keep track of the conversations you want to keep track of.

We all have busy schedules, which is why it’s so helpful to be able to access the information you need when you need it. This makes it easier to stay on top of the conversations and feedback that matter most, without losing track of the bigger picture. Rizer’s intuitive interface makes it easy to navigate and get the information you need, when you need it, which means you can spend less time searching for things and more time closing sales.

Email templates inside the CRM

There’s no one-size-fits-all solution when it comes to email templates. Instead, you need to find a design that works for your goals and your customers. The best way to do this is to get inside your customers’ heads and find out what they expect when they receive an email from you. Then, work backward to design an email that provides exactly that.

We all have different needs when it comes to email. Some of us prefer to receive a lot of information up-front, while others like to read a quick recap at the end. Some of us like to receive a lot of business-specific information, while others prefer to receive a lot of generic information.

When we spoke to sales leaders about their email templates, the most common answer I heard was “We don’t use email templates, we create them as we go along.” This is a huge mistake. When you don’t plan your approach, you’re bound to end up with a lot of unnecessary, frustrating conversations. You’re also far more likely to design an email that’s not useful to your customers.

B2B sales is an incredibly complex and ever-changing world. Whether your aim is to initiate communication with a lead, answer questions, get feedback or close a deal – your customer journey has many unique steps. To reach a successful end-point without getting stuck in the middle, you need to find a way to work in harmony with your prospects or customers. Email templates can help you reach your goals and can lead to better conversions for your business.

Used properly, email templates can streamline your processes, build relationships with leads, and deliver a really strong call to action. You know, like a “Buy Now!” button or something similar.

Benefits of having email connected to the CRM

Email is undoubtedly one of the most effective ways to connect with your customers. It’s the only way to respond to inquiries, ask questions and provide updates in a fast and personal manner. However, email alone cannot provide the full picture of your customers’ needs and expectations. That’s why it’s crucial that your email marketing efforts are connected to your customer relationship management software.

CRM is a comprehensive system for managing customer relationships, and in many cases, it includes email integration. Every step along the way is valuable, and you should take advantage of the tools at your disposal to best achieve your goals.

If you’re not using a CRM to manage your email interactions, you’re missing out on a lot of potential sales. A CRM can help you keep track of your leads, prioritize your interactions, and improve your sales process. If you’re not using a CRM, you should start using one today.

If you are using a CRM, integrating your emails with it will make it even more effective. Here are some of the benefits you can expect:

1. You’ll have a better understanding of your customers.

With a CRM, you’ll have access to all of your customer data in one place. This includes contact information, purchase histories, and any other data you’ve collected about your customers. You can use this information to create targeted email campaigns that are more likely to be successful.

2. You’ll be able to prioritize your interactions.

A CRM can help you prioritize your interactions based on your customers’ needs. For example, you can use it to identify customers who are most likely to buy from you, and then focus your energies on those customers.

3. You’ll be able to improve your sales process.

A CRM can help you improve your sales process by providing you with helpful information about your customers. For example, it can tell you which products your customers have previously purchased, so you can recommend similar products to them.

CRM email and next steps

In the world of B2B sales, there are many tools that can help you manage your pipeline, stay in touch with your leads, and even close more sales. But no matter what tool you’re using, one thing remains the same – you still need to communicate with your leads on a regular basis. Email plays a crucial role here. Have it connected to your CRM and it will improve the daily workflow of your entire sales team.

Don’t send the same series of emails to all your leads every day. Try connecting your email with your CRM to personalize the communication and increase the response rate. This way, you can tailor the email to what your lead needs at that moment. This increases the likelihood of a response. You can also use this tactic to gather feedback from your leads. For example, if you send an email about a new blog post from your company, ask them to reply with questions or comments so that you can follow up in your next email. This also allows you to build a stronger relationship with your leads – after all, isn’t that the goal of B2B sales?

CRM integration can also help you keep track of your leads’ progress. For example, if a lead has been inactive for a while, you can send them a reminder email to follow up and see if they’re still interested in your product or service. You can also use email to congratulate your leads on milestones, such as signing a contract or completing a sale. This will help to keep your leads engaged with your company. Also, it will encourage them to continue doing business with you.

The bottom line is that an email is a powerful tool for B2B sales. When it’s integrated with your CRM, it can be even more effective. So if you’re not already using email and CRM integration, it’s time to start.

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