Page 4 - Become-a-smarter-sales-rep-with-zoho-crm

How to become a smarter sales rep with Zoho CRM

Think within your (in)box

When it comes to sales, the most recent email isn’t always the most important. When a prospect is
sending you an email asking about the pricing of a particular product, that email needs to be in a
place where you can immediately access it. That will save you a lot of time and effort. You already

organize and prioritize your sales activities according to your pipeline and the stage each deal is
in. Now you can organize your emails the same way too. Make sure you don’t miss out on that cru-
cial email from your prospect who is asking you for the price of a particular product, just because
it got stuck in a pile of junk and irrelevant emails.

SalesInbox DEALS CONTACTS & LEADS NOT IN CRM COLLEAGUES
David Miller Yesterday Jeremy Watson 10:40 Donna Baker 11:58 AM Robert Yonker, Me (2) Yesterday
Compose
Request for sample logo de.. $ 4000.00 Product tour! Regarding product features Re: Final Attempt
FOLDERS
Adam Johnson Jul 12 Maria Thomas Yesterday Sandra Evans 10:20 AM Jennifer from Zylker Jul 11
Mine 99+
Web design deal- confirmat... $ 3000.00 Demo request Tradeshow on 12/7/2016 Choose the right plan
Inbox 65
Drafts Martin Taylor Jul 12 Steve Johnson Jul 6 Twitter 9:47 AM Elizabeth Leon.Me (2) Jun 13
Sent Reg: Price plans $4000.00 Plans and benefits Follow James Carter on Twitter! Re: quick question
Spam 16
Valarie Thomas Jul 02 Sandra Evans Jul 4 Charles Jones 7:40 AM John Peter Jun 6
Trash
Clarification in pricing $ 10,000.00 Latest upgrade? Interested in your product Success Story!!
Unread 95+
Customers
George Faulkner Jun 31 Warren Hastings Jul 3 Nancy Parker Yesterday Rose Edward Jun 2
Closing this Month 2 Demo request $ 4000.00 Re: Welcome onboard! Webinar registration Trying to connect
Top customers
Patrick John Smith Jun 21 James Carter Jun 22 Deborah Smith Yesterday Peter Parker Jun 30
Need business cards desig.. $ 4000.00 Clarification in the design process Loved your tradeshow Interesting news
Sharon Glaze Jun 13 John Dykes Jun 22 Veena Trivedi Yesterday Manish Sharma Jun 30
Product Demo $ 4,500.00 Reminder: Portfolio How to use this feature?

SalesInbox has columns, folders and filters that reflect your sales priorities and let you stay on top

of the emails that matter the most to you, not the ones that are on top in your inbox. It does this by
intelligently organizing your emails according to how you’ve set up your CRM.
For instance, emails from your leads and contacts go to the Leads & Contacts column, emails from
your peers go to the Colleagues column and emails from potential prospects go straight to the

Deals column.

While regular email clients let you filter emails based on the sender’s address, who’s been
CC’d, etc., SalesInbox lets you filter emails based on both the sender’s email address and sales

parameters. For instance, emails from customers who are giving you deals worth more than 50,000

Zoho CRM Resources 4