blog-thumb-gmail

Get the most out of your inbox with Vtiger’s new 2-Way Gmail sync

Although we live in the social media era, emails are still the primary communication channel for most organizations. So, it is only natural that a person’s productivity and performance directly depends on the ability to efficiently manage their inbox across several different email platforms. That is where Vtiger’s new 2-way sync feature with Gmail comes into play. This new feature helps synchronize Vtiger and Gmail inboxes so that you can access all your emails from a single place without having to switch applications. The power of Vtiger Inbox is its ability to bring your individual mailbox and your group mailboxes together, so you can view all emails without leaving the page.

Like what you see? Click here to learn how to configure 2-way sync

Some of the most difficult problems that businesses face today are with respect to sales. The entire sales wing of an organization relies on seeking, storing and pursuing lead information. Most sales problems can be solved if we have a systematic way of storing this valuable lead information. Since emails are the way in which most businesses communicate with their customers, it is extremely important to keep track of the email exchanges.

For instance, consider a scenario wherein, a prospect reaches out to you about the product and the entire communication happens over Gmail. Without the new 2-way sync feature, you would be able to capture this new information if you took the actual trouble of entering all the details related to the prospect manually onto Vtiger. Over time, logging in these details manually becomes a task on its own which in turn curbs your productivity. The new 2-way sync feature helps to create and maintain new and old lead records on Vtiger automatically even if the lead reached out to you over Gmail. So, the information associated with each lead is consistent across Vtiger and Gmail.

Now let’s look at some of the major benefits of the 2-way sync feature:

Access all emails in a single place to maintain consistency

It is really challenging to keep track of emails across different accounts or platforms. With Vtiger’s 2-way sync feature with Gmail, you can view all the emails on Vtiger as well as on Gmail. This makes working with emails easier as you can directly update information in Vtiger along with keeping track of all the emails exchanged between you and the contact.

Save valuable time

When you enable the 2-way sync feature, all the emails that are associated with a particular lead gets synchronised between Vtiger and Gmail. So, you no more have to spend time searching for lead information across two different platforms. Also, emails get linked to the particular lead’s record for future reference. Therefore, all the information you will want to know about a lead is available to you at the click of a button.

Improve information collection and storage

Since we have now established consistency between Vtiger and Gmail, you can use Vtiger to record all the information and details about leads in a single place namely lead name, lead email, the email conversation between you and the lead and so much more! Furthermore, Vtiger’s tools such as the Gmail Add-on brings the Vtiger CRM right into your inbox, intelligently furnishing customer insights based on messages you receive. More importantly, the add-on saves you time by letting you complete actions like viewing records, posting comments, creating opportunities, mark follow-up events and more right from your inbox without toggling applications and interrupting your workflow. This gives you the provision to work seamlessly with your customers.

Avoid cross-referencing:

We know how chaotic it can be to keep track of emails on two different email platforms. A lot of ambiguity arises when the lead information across these platforms is inconsistent which increases the need for cross-referencing time and again. This, in turn, kills the overall productivity. The 2-way sync feature helps to overcome this frustrating problem.

Although, Vtiger gives you the freedom to choose between “Auto-forwarding” and the “Gmail 2-way sync feature”, we recommend you to go for the latter mainly because of these benefits:

Benefits of Gmail 2-way Sync Benefits of Auto-forwarding
Fully automated without much need of user interaction Needs some level of user interaction
Provision to sync up to 3 folders between Gmail and Vtiger No syncing of folders
Incoming emails automatically appear in Vtiger and mailboxes are perfectly in sync Incoming emails appear in Vtiger but to get sent emails to Vtiger you had to remember to CC your Vtiger’s mailroom address which is a hassle
Available for all versions of Vtiger except the open source version Available for all versions of Vtiger except the open source version

Seems exciting, doesn’t it? Learn more about how to enable the new 2-way sync feature with Gmail by clicking on this link.

Still not part of Vtiger’s growing community? Sign up for a free trial and experience the power of a truly integrated CRM software!

wpDiscuz
Holiday season, Christmas, Thanksgiving, Out-of-office, email templates

10 Outstanding Out of Office Email Templates You Can Use in 2019

It’s that time of the year again and you are all set to kick back and enjoy the holiday season. The season to be jolly ...
Vtiger_customer_loyalty

Promoting real loyalty goes through customer engagement

About the author Denis Pombriant is CRM marketplace analyst and consultant. Founder and managing principal, Beagle Research Group, LLC. He is the ...
Sales Meeting, Sales Managers, Sales Representative

How to Run an Effective Sales Meeting

The sales team is the quarterback of your company. Your entire organization is structured such that the sales team gets an advantage on the field ...
Valuable sales intro

3 customer preferences that businesses need to know to grow

Are you looking for an advantage? A way to differentiate your business from your competitors? A sure-fire way to be memorable with customers and to ...
Top Features, CRM, Vtiger, Sales managers

Top CRM Features Sales Managers Need in 2019

Gone are the days when sales managers had to plough through a barrage of spreadsheets to keep track of customers and their purchases. With a ...
Vtiger_social_selling

7 proven tips (and one nifty tool) to improve your LinkedIn social selling effort

If you’re selling in the digital age, then you’ve likely come across the term social selling. Sales professionals are increasingly turning towards social channels such ...
P Ramesh Chander, Rixyncs, Three pillars, customer relationships

Insights from ‘Three Pillars of Customer Relationship’

There is no doubt in anyone’s mind that the customer is the most important aspect of any business. In layman’s terms, without a customer, you ...
GMQ

Vtiger recognized as a Niche player in Gartner 2019 Magic Quadrant for Sales Force Automation

Gartner has released its June 2019 report, “Magic Quadrant for Sales Force Automation” and we are happy to announce that Vtiger has been recognized amongst ...
Getting_ready_for_AI

How can you be prepared to ride the AI wave

Artificial intelligence(AI) is here to stay and it will transform the way you sell. From managing online conversations on websites to analysing massive amount of ...
AI_replace_salesrep

Will Artificial Intelligence replace sales reps

Artificial intelligence(AI) is here to stay and it will transform the way you sell. From managing online conversations on websites to analysing massive amount of ...
loading
Copyright 2018 Vtiger | Privacy Policy