Page 6 - EMAIL+ZOHO CRM FOR YOUR BUSINESS

Emails + Zoho CRM for Your Business

Read further to:

1. Discover the various email options Zoho CRM offers when it comes to sending emails.

2. Choose the email option best suited for you.

3. Find out the major benefits of having your emails organized around your customers’ data.

Built-In Option For Emails

Zoho CRM comes with a built-in option to send emails to your leads and contacts. Without any

email account configured, you can send email to your contacts from within you CRM account and
also have them associated to the contacts or leads.

That way, you don’t have to necessarily search through your inbox to locate the email

communications you had with a customer.

How the Built-In Option Works

The built-in email option is available in all your Zoho CRM modules including Leads, Contacts,
Potentials, Quotes, Invoices, Sales Orders, and more.

In these modules, each record gives you an option to send emails and store a copy of that same
email in the record.

Let’s take the example of Amanda, a sales rep at Zylker Corp.

Although Amanda is not an Administrator of Zylker Corp’s
CRM account, she is one of the sales executives, who has signed
up using her official email address, amanda.w@zylker.com.

When Amanda sends an email to her contacts, the From
address will be auto populated as amanda.w@zylker.com.

Zoho CRM creates a virtual email account with Amanda’s email address. Now when Amanda
sends emails, her messages will be coming from that virtual account and will automatically

associate to customer records in her CRM.

Zoho CRM Resources 6