Perfex CRM Email Integration: The 8 Best Pieces of Advice

 

Paid traffic appears to be a simple approach to gaining internet popularity. However, an email marketing campaign combined with social media marketing and Perfex CRM email integration is unbeatable. CRM integration and email marketing solutions might help you reach more people with your business. Contrary to popular belief, the mailbox module for Perfex tools is just for organizing and designing email marketing plans. These solutions give organizations specific information on the number of consumers who read their emails and the percentage of users who don't read them.

Advantages of Perfex CRM Email Integration

Concentrate on the expense of volume

The email issue is that it is frequently free. You are free to send as many emails as you desire (although many email clients have a limit, usually around 100 emails). In the CRM industry, this isn't always the case. Many CRM providers charge a cost for each email they send. However, it is typically a small fee and a payment for the Perfex CRM email integration features. Keeping track of these expenses, however, is worthwhile.

Check to see if your vision is correct.

Many CRMs, as previously noted, provide highly interesting data and analytics via their email interface. However, these advantages are typically found in more advanced CRMs and are not guaranteed. While some CRM systems can incorporate email, they do not supply this data. They can also show you email campaign open rates, but they don't immediately alert you when a potential customer opens an email. Prioritize finding a CRM with email integration that offers the data you require, and if in doubt, go with the CRM with the most useful metrics.

Double-check for compatibility

Although it is a no-brainer, many people are nevertheless taken off guard.

Here are the issues that we need to consider for double-check:

• Not all CRM solutions provide email client connectivity.

• Copper, for instance, is compatible with Gmail, but that's it.

• Most CRM applications support all "standard" email clients. As a result, if you use Yahoo, Gmail, or Outlook, you shouldn't have any issues.

• If you work with clients who aren't as common, be sure the CRM you're contemplating is compatible with your present system.

• Otherwise, you can waste hours on conversions.

Consider the user's perspective.

We don't have time to study introduction books, training videos, or set up wizards for 20 hours. We want to go right in and finish the work. As a result, we recommend that you conduct some preliminary research into the platform's usability.

• Usability in general

• Curve of learning

• The onboarding procedure

Getting the correct help

While it may be prudent for many people to select the most user-friendly CRM, this typically comes at a functionality sacrifice. Therefore, you may require assistance in some areas. Even if you pick one that appears to be basic enough, things might go wrong, and we're not all software experts. With this in mind, one of the most important elements to consider when comparing CRMs is their help.

Pose queries like these.

• Do you provide service 24 hours a day, seven days a week?

• Is there an extra charge for getting help?

• Is there a specific representation for me?

• What types of assistance are available?

Look for other options for usefulness.

CRM email connectivity services aren't the only valuable function for sales teams wishing to expand their promotion process. Many capable CRMs have SMS capabilities and connectivity with prominent sales social media platforms like LinkedIn and Twitter. We strongly advise you to look for a CRM that includes this feature, as taking a multi-channel strategy to sales would undoubtedly aid your efforts. After all, 70% of customers utilize more than five channels to make purchasing decisions. As a result, you must be present on all of them.

Make automation a top priority.

Automation is the inside sales world's savior. Your reps can save dozens of hours a month by automating basic activities like call recording, email reminders, and sending emails and text messages by automating routine tasks like call recording, email reminders, and sending emails and text messages.

Ensure that your platform is safe.

One of the most significant disadvantages of using a free CRM with an email connection is the absence of business security features. Because you're using your CRM to store customer data, details such as email addresses and phone numbers and information about transactions, important decision-makers, and internal corporate processes are frequently included. Customers implicitly expect you to keep this information safe from hackers by storing it in an encrypted database. Make sure the CRM you chose satisfies these requirements and your own.

Conclusion

It all sounds fantastic, and by integrating email into your Perfex CRM, you can work faster, obtain feedback on email efficacy, do A/B tests, automate regular chores, and ultimately sell more.