Getting your emails set up in CRM

Getting your emails set up in CRM, available at Free, has an average rating of 4.8, with 16 lectures, 7 quizzes, based on 24 reviews, and has 1351 subscribers.

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You will learn about The importance of having your email inbox in Zoho CRM. The difference between IMAP and POP protocols for email integration. How to set up email integration within Zoho CRM. How to effectively send and receive emails within Zoho CRM. The various email operations such as mass emails, organization emails, BCC dropbox, email parser, and email sharing. Learn to analyze how an email has performed using email insights. Identify and employ SalesInbox as an email client for salespeople This course is ideal for individuals who are Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business. or CRM administrators who are responsible to set up the organizations CRM account. or CRM users who need their emails set up inside Zoho CRM. It is particularly useful for Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business. or CRM administrators who are responsible to set up the organizations CRM account. or CRM users who need their emails set up inside Zoho CRM.

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Summary

Title: Getting your emails set up in CRM

Price: Free

Average Rating: 4.8

Number of Lectures: 16

Number of Quizzes: 7

Number of Published Lectures: 16

Number of Published Quizzes: 7

Number of Curriculum Items: 23

Number of Published Curriculum Objects: 23

Original Price: Free

Quality Status: approved

Status: Live

What You Will Learn

The importance of having your email inbox in Zoho CRM.

The difference between IMAP and POP protocols for email integration.

How to set up email integration within Zoho CRM.

How to effectively send and receive emails within Zoho CRM.

The various email operations such as mass emails, organization emails, BCC dropbox, email parser, and email sharing.

Learn to analyze how an email has performed using email insights.

Identify and employ SalesInbox as an email client for salespeople

Who Should Attend

Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business.

CRM administrators who are responsible to set up the organizations CRM account.

CRM users who need their emails set up inside Zoho CRM.

Target Audiences

Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business.

CRM administrators who are responsible to set up the organizations CRM account.

CRM users who need their emails set up inside Zoho CRM.

The key to a successful business depends on effective communication with your customers. Your CRM is a central hub of shared information and your email inbox is a record of all your important communication. What if you had them both in the same place? There will be no need to switch between your Inbox and CRM. You will gain better insights into your business, with the power of an email inbox within your CRM account. The contextual view of email conversations along with the customers’ details can help you plan future communication strategies. Additionally, with SalesInbox (an exclusive email inbox designed for salespeople), you can prioritize customer interactions based on the sales context. You can easily identify if the email is from your contact, a prospect, or a colleague. This way, customer conversations are already sorted for you based on priority, so you don’t miss any important ones.

In this course, you will be able to:

Recognize the importance of having your email inbox in Zoho CRM.

Understand the difference between IMAP and POP protocols for email integration.

Set up email integration within Zoho CRM.

Effectively send and receive emails within Zoho CRM.

Recognize and perform various email operations such as mass emails, organization emails, BCC dropbox, email parser, and email sharing.

Analyze how an email has performed using email insights.

Identify and employ SalesInbox as an email client for salespeople.

Course Curriculum

Chapter 1: Overview

Lecture 1: Why integrate emails with a CRM?

Chapter 2: Configure your email inbox within CRM

Lecture 1: Concept: Email protocols

Lecture 2: Demo: Configuring email within CRM

Chapter 3: Working with emails in CRM

Lecture 1: Concept: Email deliverability and email authentication

Lecture 2: Demo: Configure email deliverability settings

Lecture 3: Concept: Mass emails and organization emails

Lecture 4: Demo: Sending mass emails and organization emails

Chapter 4: Share emails with colleagues and use BCC dropbox

Lecture 1: Concept: Email sharing and using BCC dropbox

Lecture 2: Demo: Configure email sharing settings and BCC dropbox

Chapter 5: Automate adding records to CRM by extracting information from incoming emails

Lecture 1: Concept: What an email parser is and how it can be used

Lecture 2: Demo: Create an email parser

Chapter 6: Gain insights from your emails

Lecture 1: Concept: Email insights

Lecture 2: Demo: Working with email insights

Chapter 7: SalesInbox: An email client for salespeople

Lecture 1: Concept: What Zoho SalesInbox is and how it is used

Lecture 2: Demo: Using SalesInbox to send and receive emails

Lecture 3: Recap of email features in Zoho CRM

Instructors

Zoho CRM Academy
User Education

Pavitra Jothi

Vaagdevi Ravishankar
Lead — User Education | Zoho CRM

Rating Distribution

1 stars: 0 votes

2 stars: 0 votes

3 stars: 2 votes

4 stars: 5 votes

5 stars: 17 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!