Email Syncing: What Is It and Why You Need It

Email syncing is important to integrate with your CRM system. Email syncing is a process that occurs within the background of your email system to your CRM, such as Salesforce. For example, if you are using both Outlook and Salesforce for your email systems and CRM systems, then you can integrate the two together. Your emails will automatically be synced with your Salesforce customer leads or contacts in your Salesforce account.

This is vital to do right away for numerous reasons. For one, you can save the time that it takes to attach emails to customer inquiries from system to system. Before this became an automated process that can be easily integrated into systems, it was a timely effort that included human error and response time. Also, when you sync your emails with your other systems, then you will also save money as you will be able to respond quickly and use your time more efficiently. This can work to convert leads into sales or prospective clients into clients without having to do administrative work that can now be automated.

When it comes to learning how to sync your emails properly, then the process is easy to follow. Email syncing can be done through many different types of systems, ranging from Gmail to Outlook. Here are some tips on how to optimize email syncing to your preferences.

Why Sync Your Emails?

Besides saving yourself time and money, syncing your emails into your CRM also aids your customer service team and your sales team. For example, when a lead comes into a member of your sales team, then their response time may be slower for many different reasons. Then, copying and pasting the email correspondence between the prospective client and the sales team may be delayed or even done incorrectly as human error does occur. When the emails are automatically integrated from your email server to your CRM, then anyone from the sales team can access these emails and respond to the prospective client accordingly.

Also, with this scenario in mind, if the prospective client already has an account or used services in the past, then the customer service team will automatically see the same emails that are synced right away and can respond to any issues more rapidly and effectively.

Syncing your emails also leads to higher customer satisfaction rates as it increases customer service responses to customer inquiries. This creates an overall higher approval rating and helps the sales team to build better relationships with their prospective and current clients.

How To Integrate Your Emails

Once you have decided to integrate your emails with your CRM, the process is quite simple. Pending on the email server that you are using, then you will want to find the right email integration service or product that can help you to do this smoothly without disrupting any part of your day to day customer service or sales team response. The professionals at Cirrus Insight say that eliminating the manual entry of emails into your sales and customer service CRM is life-changing. Once it is set up automatically, then that time that was formerly wasted on copying and pasting can be used to respond to clients and maintain relationships with them.

How To Check If It Syncs Properly

Finding the right product that will sync your emails with your CRM system is important. There are numerous email software products that provide your syncing needs out there. It is important to find the right product that syncs in the background. You can look for a company that will give you the following in order to see if it is the right fit for your company:

1. A 14-day trial. You will want to find an email integration product that allows you to go through a trial period. This is highly beneficial as your team can experience the ease involved with the right integration product without incurring any costs at first.
2. A tutorial on the process and what email syncing looks like. Another thing to look for within the right email integration product is a tutorial that will show you exactly how it will look for you as well as how it works overall. This is a key step in deciding which trial and product that you want go go with.

As you can see, there are many things to consider when it comes to email syncing and how to do it. The process of applying it to your current systems is easy and there are products that can assist with this integration process. It is a vital part of your sales and customer service management that is built to streamline the process while giving your sales team more time to build relationships with clients.