Although we live in the social media era, emails are still the primary communication channel for most organizations. So, it is only natural that a person’s productivity and performance directly depends on the ability to efficiently manage their inbox across several different email platforms. That is where Vtiger’s new 2-way sync feature with Gmail comes into play. This new feature helps synchronize Vtiger and Gmail inboxes so that you can access all your emails from a single place without having to switch applications. The power of Vtiger Inbox is its ability to bring your individual mailbox and your group mailboxes together, so you can view all emails without leaving the page.
Like what you see? Click here to learn how to configure 2-way sync
Some of the most difficult problems that businesses face today are with respect to sales. The entire sales wing of an organization relies on seeking, storing and pursuing lead information. Most sales problems can be solved if we have a systematic way of storing this valuable lead information. Since emails are the way in which most businesses communicate with their customers, it is extremely important to keep track of the email exchanges.
For instance, consider a scenario wherein, a prospect reaches out to you about the product and the entire communication happens over Gmail. Without the new 2-way sync feature, you would be able to capture this new information if you took the actual trouble of entering all the details related to the prospect manually onto Vtiger. Over time, logging in these details manually becomes a task on its own which in turn curbs your productivity. The new 2-way sync feature helps to create and maintain new and old lead records on Vtiger automatically even if the lead reached out to you over Gmail. So, the information associated with each lead is consistent across Vtiger and Gmail.
Now let’s look at some of the major benefits of the 2-way sync feature:
Access all emails in a single place to maintain consistency
It is really challenging to keep track of emails across different accounts or platforms. With Vtiger’s 2-way sync feature with Gmail, you can view all the emails on Vtiger as well as on Gmail. This makes working with emails easier as you can directly update information in Vtiger along with keeping track of all the emails exchanged between you and the contact.
Save valuable time
When you enable the 2-way sync feature, all the emails that are associated with a particular lead gets synchronised between Vtiger and Gmail. So, you no more have to spend time searching for lead information across two different platforms. Also, emails get linked to the particular lead’s record for future reference. Therefore, all the information you will want to know about a lead is available to you at the click of a button.
Improve information collection and storage
Since we have now established consistency between Vtiger and Gmail, you can use Vtiger to record all the information and details about leads in a single place namely lead name, lead email, the email conversation between you and the lead and so much more! Furthermore, Vtiger’s tools such as the Gmail Add-on brings the Vtiger CRM right into your inbox, intelligently furnishing customer insights based on messages you receive. More importantly, the add-on saves you time by letting you complete actions like viewing records, posting comments, creating opportunities, mark follow-up events and more right from your inbox without toggling applications and interrupting your workflow. This gives you the provision to work seamlessly with your customers.
Avoid cross-referencing:
We know how chaotic it can be to keep track of emails on two different email platforms. A lot of ambiguity arises when the lead information across these platforms is inconsistent which increases the need for cross-referencing time and again. This, in turn, kills the overall productivity. The 2-way sync feature helps to overcome this frustrating problem.
Although, Vtiger gives you the freedom to choose between “Auto-forwarding” and the “Gmail 2-way sync feature”, we recommend you to go for the latter mainly because of these benefits:
| Benefits of Gmail 2-way Sync | Benefits of Auto-forwarding |
|---|---|
| Fully automated without much need of user interaction | Needs some level of user interaction |
| Provision to sync up to 3 folders between Gmail and Vtiger | No syncing of folders |
| Incoming emails automatically appear in Vtiger and mailboxes are perfectly in sync | Incoming emails appear in Vtiger but to get sent emails to Vtiger you had to remember to CC your Vtiger’s mailroom address which is a hassle |
| Available for all versions of Vtiger except the open source version | Available for all versions of Vtiger except the open source version |
Seems exciting, doesn’t it? Learn more about how to enable the new 2-way sync feature with Gmail by clicking on this link.
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