sales@vtiger.com<\/a> address. When we had one dedicated sales person, things went smoothly. By the time we hit three, it was full-on mayhem (a slight exaggeration). As we grew, we realized we needed something to increase our follow-up rate, accountability, tracking, and customer research. We tried doing that with a modified form of our support case management tool – but it was overkill. So, after struggling with the problem for some time, we decided this summer to solve it once and for all. Today, we\u2019re thrilled to take the wraps off the solution, which we\u2019ve built to help sales teams everywhere.<\/p>\nVtiger\u2019s Sales Inbox<\/h2>\n
![](\"https:\/\/www.vtiger.com\/wp-content\/uploads\/2016\/10\/inbox.png\")
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Here’s Sales Inbox in a nutshell: The main page is an inbox containing all of your sales emails, which is visible to your entire sales team. From the inbox, you can assign new emails to yourself or to a team member to clearly show who owns the conversation. Click into an email and you\u2019ll see it in all its glory. You might be able to answer a few emails like this smoothly, but every few emails you\u2019ll run into one that calls for expertise you don\u2019t have. When that happens, on-email conversations will help. They let you start an internal conversation as a threaded message. When you tag members of your team, Vtiger notifies them to come and share their advice. Once you have what you need, just write and send the email, and then mark it as \u201cdone\u201d to send that entire conversation to your \u201cdone\u201d box. And guess what – in the background while all that was happening, Vtiger automatically created a new contact record, and logged the email, internal conversation, and any replies under it.<\/p>\n
Let\u2019s dive a little deeper into each area where the new Sales Inbox makes a difference.<\/p>\n
Focus on the email that needs your attention<\/h3>\n
Each inbox shows only active conversations – all that other stuff (spam, old conversations) is hidden away. If conversations already have an assigned owner, you\u2019ll see their image next to the conversation. If not just assign it to yourself or to a team member and you\u2019re ready to go.<\/p>\n
![](\"https:\/\/www.vtiger.com\/wp-content\/uploads\/2016\/10\/assign_owner.png\")
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Let no email slip through the cracks<\/h3>\n
Once a conversation is assigned, if the assignee isn\u2019t you, they\u2019ll get an instant notification so that they can engage while the conversation is still fresh in the customer’s mind. Because conversation owners are clearly visible, there\u2019s no risk that the customer gets a double reply telling them that the company isn\u2019t acting in unison.<\/p>\n
![](\"https:\/\/www.vtiger.com\/wp-content\/uploads\/2016\/10\/related_contact.png\")
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Write more effective sales replies<\/h3>\nSee the sender\u2019s CRM record in a click<\/h4>\n
Every conversation is tagged with the sender\u2019s CRM record. Click on it, and their contact information pops right up in an on-screen tab. Need more information than that? Dive deeper into their history by clicking a button to open their record in another window, and learn how best to engage.<\/p>\n
![](\"https:\/\/www.vtiger.com\/wp-content\/uploads\/2016\/10\/private_comment.png\")
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Private internal conversations<\/h4>\n
If you need to tap expertise from across the company to answer a customer\u2019s question, then instead of replying to an email, just add a tagged comment with an @mention of a colleague\u2019s name. They get an instant in-CRM notification telling them to come take a look – and everything you discuss is hidden from the customer.<\/p>\n
Automate contact record creation and email attachment<\/h3>\n
Behind the scenes, Vtiger automatically creates a contact record for any new sender that it doesn\u2019t already know, and neatly files this conversation and any comments under it. That saves you and your team the trouble and time of having to do that manually, and ensures that all customer histories in Vtiger are enriched with their conversations.<\/p>\n
![](\"https:\/\/www.vtiger.com\/wp-content\/uploads\/2016\/10\/multiple_inboxes.png\")
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Automate all of your group and personal inboxes<\/h3>\n
Vtiger inbox can be set up with group inboxes like sales@company.com as you’ve learned. But it also works with personal inboxes like bob.smith@company.com. That means everyone can work entirely inside of Vtiger, be more task-oriented with their email, see more relevant customer information when conversing, and take advantage of Vtiger\u2019s automation to save them time creating contacts and uploading emails.<\/p>\n
Interested in seeing what Vtiger\u2019s new Sales Inbox can do for you and your team? Send us an email at sales@vtiger.com<\/a>, start a free trial<\/a><\/p>\nTo understand how Vtiger CRM helps your sales team, watch this video:<\/i><\/center>
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