EMAIL + ZOHO CRM EMAIL + ZOHO CRM

FOR YOUR BUSINESS

EMAIL + ZOHO CRM

FOR YOUR BUSINESS

Emails + Zoho CRM for Your Business

Zoho CRM Resources

1. The Basics

2. The Email + CRM Solution

• Built-In Option for Emails

• Zoho Mail Integration

•

3. SalesInbox

4. Sending / Receiving Emails

• Zoho CRM Plug-in for Microsoft Outlook

• Zoho CRM Plug-in for Gmail

• MailMagnet

• BCC Dropbox

• Zoho SalesSignals

• Email Templates

• Emails in a Record

• Organization Emails

5. Email Insights

6. When to Use What?

7. How Many Emails per Day?

Contents

Emails + Zoho CRM for Your Business

Zoho CRM Resources

We bring email and CRM together. You close more deals.

Email is still as important a medium for business communication (if not more so) as it was a

decade ago. There are a fair share of critics who say that the emergence of social media and

other instant forms of communication has led to email losing its charm. Those critics are wrong.

Organizations continue to send plenty of emails: companies to their customers, employees to

their managers, sales reps to prospects, one team member to another and so on!

Email is here to stay as the ﬁrst and most powerful medium of communication for salespeople, for

a long time to come.A majority of people still use email as their preferred mode of communication

because they ﬁnd it more professional.

Emails are also the best method of documenting conversations, as opposed to real-time chat or

talking over the phone, because these conversations can be preserved and checked at a later

date.

Not only is email a more professional form of communication, it is also the most eective medium

when it comes to conversions.

A study byMarketing Sherpafound that

72% of customers prefer to be

contacted by companies through email,

while less than 20%prefer in-person meetings or phone calls.

The Basics

72%

20%

Emails + Zoho CRM for Your Business

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Picture some common practices in organizations.

1. Sales reps prospect to ﬁnd out how likely a lead is to convert to a deal. They also send

an ocial email to keep colleagues up to date about any progress. The lead, in the

mean time, gets an email conﬁrmation of all the details that were discussed over

the phone.

2. A company sends emails to targeted customers, informing them about exciting new

products or inviting them to a trade show.

3. Email newsletters are a common sight in your inbox. If you subscribe to a company’s

blog or have signed up to be on their mailing list, you’ll often see newsletters in your

inbox oering you various discounts, inviting you to read about new features and so on.

You can imagine many such situations in your daily work life where email is the best-suited option

for communication.

Research by Campaign Monitor shows that you are

Six times more likely to get prospects or contacts to click

through to your website if you reach out to them through email

than you are through Twitter or Facebook.

Social

0.49%

3.06%

0.60%

3.24%

0.73%

3.48%

0.88%

3.58%

0.71%

3.19%

Emails + Zoho CRM for Your Business

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You might face a few complications when it comes to managing, organizing, and keeping track

of the emails that clutter your inbox.If you don’t keep your inbox organized, you will end up

missing out on the really important emails.

Also, when you have the emails in one place and customer records in your CRM, you can’t

quickly access the communication you’ve had with your customer. You’ll end up wasting time

and eort switching between tabs. Your emails and customer details need to be better con-

nected.There deﬁnitely needs to be a connection to eliminate any loopholes in email

management.

Don’t waste time switching between emails and CRM. Keep acopy of your emailattached to all

your customer records withZoho CRM.

Did you send an email to Liza, a qualiﬁed lead, to schedule a product demo? It will be right there

in your CRM account, along with other important details about her.

Email + CRM Solution

Having acopy of the emailattached to your customer records is the solution

thatZoho CRMprovides.

Emails + Zoho CRM for Your Business

Zoho CRM Resources

Read further to:

1. Discover the various email options Zoho CRM oers 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 your 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.

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.

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 ocial 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.

Emails + Zoho CRM for Your Business

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These emails are public. So everyone at Zylker can access them. If you’re able to access the

record, you can also check the associated emails.

Emails to Leads, Contacts and Prospects

When it comes to leads and contacts, the process of sending emails with the built-in option is

pretty simple. Their email addresses are already available inside the record, along with other

important details. It is not quite the same case for the Deals module, however.

Deals are either transactions with organizations (B2B) or with people (B2C), that generate

revenue for your organization. Deals usuallydon’t have an email address associated with them

but they do have contacts associated to them.For every opportunity, there is a contact person

who is involved in the buying process.



So what happens when you want to send an email regarding a deal in Zoho CRM?

When you send an email to the contact associated to a deal, Zoho CRM notes down the contact’s

email address and saves a copy of the email with the contact and the deal records.

Quotes, Invoices, and Sales Orders

In most sales processes, quotes, invoices, and sales orders are important documents that sales

reps exchange to keep a record of each sale. This exchange is always done through emails,

which, after they’ve been approved by a sales manager, are sent to the customer or contact

person. Just like deals, in Zoho CRM, quotes, invoices and sales orders also have a contact

associated to them.

Purchase Orders

The case with purchase orders is slightly dierent.Purchase Orders are legally bound

order-placement documents for procuring products or services from vendors. Each purchase

order will have the details of a contact and vendor.

When you click on the Send Email option, you are basically sending an email

to the contact with the quotes/invoices attached as a PDF.

Emails + Zoho CRM for Your Business

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Each purchase order has the details of a contact and vendor. So the purchase

order can be sent either to the contact or the vendor.

When you send an email, you can send it either to the contact or to the vendor with the purchase

order attached as a PDF.

There is one thing that this built-in option does not provide - you cannot keep a full history of the

email communication, as the incoming emails do not get associated to the CRM records.For this,

you need the Zoho Mail Integration.

Zoho Mail Integration

The Zoho Mail integration allows you to access your email account inside Zoho CRM. The email

account you add will be accessible under a new tab in CRM:Email.This integration is not just

limited to users who have an account with Zoho Mail. If you use Gmail, Yahoo Mail, Hotmail or

other mail clients, that will not stop you from using this feature. You can still use this integration

and conﬁgure your mailbox within Zoho CRM.

Who should set up a mailbox in Zoho CRM and why?

The Zoho Mail add-on is a great tool for sales reps. A typical day includes ﬁnding qualiﬁed

prospects, making calls, completing tasks,meetings with those prospects, and collecting more

details about their leads. These activities also involve sending emailsand receiving replies.

The Zoho Mail integration makes a copy of both outgoing and incoming emails, and associates

them to the corresponding CRM records. This gives sales repsa full history of email communication

to work with. Using this integration, you can not only keep customer-speciﬁc emails associated

to CRM data but also getyour entire inbox accessible inside Zoho CRM.

Email Sharing Options

Emails associated with records in CRM can be shared with other users in the organization’s CRM

account.

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Administrator driven email sharing gives you the power to decide with whom emails can be shared,

what permissions should be given to whom, which domains can be excluded whilesharing and

more. It letsyou control how eachuser shares email conversations with his/her team.

Admins can change the sharing permissions that have been set, or leave it to the choice of the

team mates to decide their email sharing permissions byselecting“User’s choice”.

These are the sharing options:

Private - You cannot share emails with your colleagues.

Custom Sharing - Share emails only from selected leads and contacts.

Complete Sharing - Share emails from all leads and contacts.

POP/IMAP Conﬁguration

Zoho CRM gives you two integrations to choose from for your email communication: POP and

IMAP. Post Oce Protocol Version 3 (POP3) is supported by virtually all email clients and servers.

ThePOP protocol downloads all emails from your provider’s server. This means you can only

read email messages in that particular email client and that server. If you decide to make changes

to that email, those changes will be visible only on one device.

Let’s say you have mistakenly deleted an important email from a contact on your phone, and you

need to access that email again.Since that email has been downloaded from the server, you can

still see it on your laptop.

Similarly, let’s say you’ve made changes to an email campaign on your laptop but want to revert

to the previous version of the campaign at a later stage. Through POP, you can continue to

access the old version of the email on your phone or tablet.

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Multiple Device Sync

Unlike POP, IMAP allows you to access your emails wherever you are, from any device.When

you read an email message using IMAP, you aren’t actually downloading or storing it on your

computer, but reading it from the email service instead. In other words, your email activity

gets synced automatically across your laptop, mobile phone and tablet. So, you can essentially

check your email from dierent devices, anywhere in the world: your phone, a computer or a

friend’s computer.

Let’s say you’ve received some important emails from your contacts. Once you’ve set up your

account with IMAP, you can go to anycontact’s record and see all the emails related to that

contact under the Email tab.

IMAP’s two-way sync means that your email activities are updated both in your CRM and email’s

inbox at the same time.

So you can reply to emails from that contact, either from your CRM or your inbox itself. You will

also know instantly if that contact has read or replied to that email.

POP / IMAP

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Gmail API

Let’s say you’re a Gmail user who is not keen on conﬁguring POP or IMAP for your emails. In

this case, theGmail API is your best alternative. When you use POP/IMAP protocols, your emails

get stored in the CRM database. But when you use theGmail API, they’re not stored in CRM,

but called directly from the Gmail servers through APIs, giving your emails greater privacy and

security.

When you set up your Gmail account using the Gmail API, you can:

You can set up the Gmail API in Zoho CRM by clicking Setup > Chanels > Email and click

Get Started to connect your email inbox.

Segregate emails based on three categories in

your Gmail account - Deals Closing This Month

(CTM), Open Deals, and Customers.

Send and receive emails

Share your emails with

other users of Zoho CRM.

Contextually view your emails

along with the contact’s details.

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The right sales context in your inbox

As a sales rep or manager, you get hundreds of emails from leads, contacts, and prospects every

day. You have to stay on top of the most important emails that come from your customers and

prospects.Since your traditional mailbox puts your latest emails on top, there’s always a possibility

that you’ll end up missing an important email from a contact who is looking for information on the

pricing of a product. Such a miss could be costly.

When your inbox is not organized or contextually integrated, you can easily end up losing several

prospective deals. You need to get those emails organized in columns through contextual

integration in SalesInbox.

SalesInbox

FOLDERS

Compose

Mine

Inbox

Drafts

Sent

Spam

Trash

Unread

Customers

Closing this Month

Top customers

99+

95+

David Miller

Request for sample logo de..

Adam Johnson

Web design deal- conﬁrmat...

Martin Taylor

Reg: Price plans

Valarie Thomas

Clariﬁcation in pricing

Yesterday

Jul 12

Jul 02

$ 4000.00

$ 3000.00

$4000.00

$ 10,000.00

DEALS

CONTACTS & LEADS

Jeremy Watson

Product tour!

Maria Thomas

Demo request

Steve Johnson

Plans and beneﬁts

Sandra Evans

Latest upgrade?

10:40

Yesterday

Jul 6

Jul 4

NOT IN CRM

Donna Baker

Regarding product features

Sandra Evans

Tradeshow on 12/7/2016

Twitter

Follow James Carter on Twitter!

Charles Jones

Interested in your product

11:58 AM

10:20 AM

9:47 AM

7:40 AM

COLLEAGUES

Yesterday

Jul 11

Jun 13

Jun 6

Robert Yonker, Me (2)

Re: Final Attempt

Jennifer from Zylker

Choose the right plan

Elizabeth Leon.Me (2)

Re: quick question

Manish Sharma

New contact?

George Faulkner

Demo request

Patrick John Smith

Need business cards desig..

Sharon Glaze

Product Demo

Jun 31

Jun 21

Jun 13

$ 4000.00

$ 4,500.00

Warren Hastings

Re: Welcome onboard!

James Carter

Clariﬁcation in the design process

John Dykes

Reminder: Portfolio

Jul 3

Jun 22

Nancy Parker

Webinar registration

Deborah Smith

Loved your tradeshow

Veena Trivedi

Like to know more

Yesterday

Jun 2

Jun 30

Rose Edward

Trying to connect

Elizabeth Leon.Me (2)

Re: quick question

Manish Sharma

New contact?

Emails + Zoho CRM for Your Business

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SalesInbox is an intelligent tool for email, which seamlessly integrates with Zoho CRM to combine

email and CRM information in one place.It automatically populates work email into the respective

columns based on CRM data, which helps in keeping mailboxes organized for salespeople.

SalesInbox will:

• Automatically organize your emails based on your sales pipeline and the stage each deal is

in. In other words, emails from leads or contacts will make their way to theContacts & Leads

column, emails from prospects will be in theDeals column and emails from your colleagues

(using the same domain) will be found in theColleagues column.

• Give you the entire history of your organization’s communication with leads, contacts and

prospects, ranging from previous emails and support tickets they sent to their latest social

media posts.

All this communication is visible in the inbox itself, so there’s no way you’ll miss out on closing

your next deal!

Emails + Zoho CRM for Your Business

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Zoho CRM Plug-in for Microsoft Outlook

For those users who would rather continue using Microsoft Outlook, Zoho CRM has a plug-in for

you as well. If you’re sending and receiving emails through MS Outlook,you can have all those

emails associated to your Zoho CRM account through the Zoho CRM Plug-in for MS Outlook.

Note: This plug-in is available for Mac OS and Windows.

When you use the MS Outlook plug-in, you can:

Download and install the Plug-in based on the MS Outlook version (32 bit or 64 bit).

Go toSetup > Marketplace > Microsoft > Outlook and download the plug-in based on the MS

Outlook Version (32 bit or 64 bit).

Sending / Receiving Emails

Associate inbound and

outbound emails in

Microsoft Outlook with Leads,

Contacts or Deals in

Zoho CRM.

Add emails as cases to

Zoho CRM.

Modify your email

message and add attachments

to the Lead or Contact in

Zoho CRM without modifying

the original message in

Microsoft Outlook.

Synchronize contacts,

calendar events and tasks

automatically from Microsoft

Outlook to Zoho CRM.

Resolve conﬂicts while

synchronizing contacts,

calendar and tasks with Zoho

CRM so there is no duplication

of customer data.

Export your contacts,

calendar (events) and tasks

from Microsoft Outlook to

Zoho CRM.

Emails + Zoho CRM for Your Business

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Zoho CRM Plug-in for Gmail

If you’ve been a regular Gmail user, you can now view all your customer information with the right

context right in your inbox, without having to switch between Gmail and CRM.

The Gmail plug-in for Zoho CRM lets you view all the contact information of your customers

without having to open Zoho CRM. You can convert leads to contacts, log calls, add tasks and

events, and keep track of your prospective deals and customers regularly, from Gmail itself, and

add notes and tasks to keep your CRM updated at all times.

MailMagnet

Every sales rep needs to have regular email communication and follow-ups with leads, contacts

and prospects. They all know how important a timely response to an email from a prospect is. But

is it practically possible to keep tabs on all emails that come from your prospects and customers?

This is where MailMagnet comes to the rescue.MailMagnet provides instant notiﬁcations when

you receive those important emails in your inbox that need immediate attention.

It intelligently scans your inbox and noties you of the emails from your

prospects and customers in CRM.

Emails + Zoho CRM for Your Business

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That’s not all; you can reply to emails, add follow-up tasks and add notes, all from within

MailMagnet. Along with this, you also have the option to ﬁlter the emails into separate folders or

labels in your inbox.

MailMagnet works as an add-on to Zoho Mail Integration. So, if you have conﬁgured your email

account within Zoho CRM using theZoho Mail Integration, MailMagnet will instantly inform you

about the important emails from your customers.

BCC Dropbox

Most employees within organizations use multiple email accounts for communication. There can

be many reasons for using multiple email accounts.

When you are involved in a big project, like a real estate project, that is likely to be completed in

a few months’ time or when you have to handover that project to someone else at a later stage,

it becomes a lot easier to communicate when you create a designated email account for this

purpose. Some businesses set upmultiple mailboxes for separate product lines, with each division

selling products to a dierent audience. Similarily,organizations with multiple departments often

create mailboxes for each department:customer support, sales, PR, and marketing, for instance.

When you have just one mailbox for business communication, you can go ahead and use the Zoho

Mail Integration.But when it comes to multiple mailboxes for managing email communication

with your contacts, customers, andprospects, how can you associate all those emails to records

in Zoho CRM?This is when BCC Dropbox comes in handy.BCC Dropbox provides a unique email

address for each user in your Zoho CRM account. Insteadof using the standard organization

email ID, the BCC Dropbox email address can be used for all your correspondence in future.

All you need to do is BCC this unique email addresswhen you send emails to your customersand

you’ll get a copy of that email associated to the correspondinglead or contact in your Zoho CRM

account.

With this unique email address, you can automatically pull in all the emails

sent to your leads and contacts in Zoho CRM.

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If the lead/contact does not exist in Zoho CRM, based on your BCC Dropbox settings a new

lead/contact can also be created.

(NOTE) For users with Administrator or Standard proﬁles, the BCC Dropbox permission will be

enabled. In case you want to restrict permission, you can always do so by editing the proﬁle.

• The BCC Dropbox email address can only be used for the Leads and Contacts modules.

This lets you associate allyour sent emails only to the corresponding leads or contacts.

Go toSetup >Channels >Email >BCCDropbox to ﬁnd your unique email address.

Other BCC Dropbox Options let you:

• Instruct CRM on what records to search and associate emails to it.

• Generate the email address whenever you need, for security reasons.

• Download the email address as a vCard and store the BCC Dropbox email address elsewhere

to access whenever required.

• Add up to 5 dierent email addresses and associate emails sent only from them to the

leads/contacts in Zoho CRM.

Note that with the BCC Dropbox option, youcannot keep a full history of your email communication

because the received emails do not get associated to the correspondingCRM records.

Zoho SalesSignals

Customers don’t communicate with brands only through relationship managers anymore. There

are many other channelsthat they actively use to stay in touch with your organization. They

might ﬁll up survey forms, raise support tickets, post about your brand on Facebook or tweet

about it. When customers are using all possible means to talk about your company, how will

you stay in the loop?

Use Zoho SalesSignals and get real-time notiﬁcations from your leads, contacts, or potential

customers. You can keep track of all the customer interactions across various channels and

follow-up with them from one central place, your Zoho CRM account.

Emails + Zoho CRM for Your Business

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Say you have scheduled a demo with a lead during the end of the week. The lead has just

visited your website to know more about your products and theirpricing. SalesSignals will notify

you as soon as the lead visits the website, tell you about how much time the lead spent on a

particularpage and all the information he/sheis interested in.Armed with this information, you

are all set to prepare a killer demo!

Email templates

Are you sending monthly emails to your customers reminding them to renew their subscription,

or sendingfollowup emails to a new set of leads that you met at a trade show? Have you been

sending monthly sales reports to your teams?

Use email templates and put an end to the task of sending redundant emails. You can send one

message to multiple recipients through templates. Whether it is sending a mass email to leads

and contacts, or email notiﬁcations to the users of Zoho CRM when a workﬂow rule has been

triggered, templates are available for every situation.

SalesSignals

12:37 PM

12:16 PM

11:54 AM

09:16 AM

Jan 20

Melinda Anderson

Venture Capitalists

Opened - Thank you for visiting...

George Smith

Treble Notes Inc

9259246472

Gray Davis

Treble Notes Inc

Sent a Message

Joe Hackett

H I D Corporation

Responded - Premium Store - Fee...

Michael Wright

Smithson Publication

Mentioned @zylker

Michael Wright @m_wright Following

@patricia_zylker I found your webinar today very informative and engaging. I look forward to

attending the upcoming one on Thursday. Cheers!

TWEETS

FOLLOWING

FOLLOWERS

@m_wright Thank you very much. Hope this Thursday’s webinar can add

more value to your business.

09 May

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You can create templates for each record type in Zoho CRM, such as leads and contacts. Here

are the other things you can do through templates:

• Design your own templates by dragging and dropping text, images, tables and buttons. You

can also make your templates more attractive by choosing your own layouts for text and

add colors to the background of your template.

• Personalize communication with your leads, contacts, prospects and colleagues by choosing

a template from the gallery and customizing it.

• Merge ﬁelds to your template. Use a hashtag which will give you a drop-down menu with a

list of all the available merge ﬁelds.

• Add headers and footers to the templates. Justclick on the location where you want the

headers and footers to be, and type away!

All Modules

TEMPLATE NAME MODIFIED BY

Trial expiring in 5 days

Burrows Amelia

Know more about our product

Burrows Amelia

Product Updates

Burrows Amelia

ESCALATION ALERT

Burrows Amelia

Rejected

Burrows Amelia

Trial expires

Leads

Know more about our product

Leads

Product Updates

Leads

Escalation alert

Leads

Can not be approved

Leads

Apr 13

Aug 09

Apr 13

Mar 26

Mar 08

Inventory Mail Merge

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Emails in a Record

After you’ve sent out emails, you would deﬁnitely like to know where emails associated to your

records have been listed.

In each record, you have a section called theRelated Lists. This lists out those records that are

associated to the main record. For example: tasks, events, calls, attachments, emails, contacts,

products and more. The email section is one such related list, which will let you check all the

email communication.

When you’ve enabled the Zoho Mail Integration, a drop-down in the Related List gives you two

options to ﬁlter youremails.

Sent Emails from CRM – Only the emails that are sent from Zoho CRM using the built-in email

option will be listed.

Zoho Mail Shared Users – This section lists the name of the users who have shared their emails.

Select the name of a user and you will see the emails shared by the user.

Organization emails

When you want to send emails to several prospects and customers, sending them using an

organization email IDrather than your own is a more practical option. This can be a common

email address that all members of your team can use.

Conﬁguring a unique organization email address to send/receive mails in Zoho CRM, also makes

it easier for prospects and customers to communicate with you. You can addupto ten organization

email IDs with a single subscription.

Let’s say Diana is a sales rep who works for Zylker Corp. and is looking to send emails to her

customers. Instead of using diana@zylker.com, which is her individual email address, she can

use support@zylker.com, She can send and respond to emails from prospects and customers

using this email ID.

Emails + Zoho CRM for Your Business

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Email communication doesn’t just end with sending, receiving and sharing emails. How will you

know whether your leads and prospects have read your emails, clicked on any of thelinks or

ignored them completely? You can only write a better email when you have the right statistics.

You don’t want to be in the dark about how your emails have performed. Unless emails are

combined with the right context and analytics, you will not know how they have performed.

So with CRM, track the emails you sent. Get daily, weekly or monthly reports on their open, click,

response and bounce rates,and get a clearer idea of what worked and what you need to work

on.

Email Insights

Home Projects Leads Contact P otentials Accounts Activities Reports

Email Analytics

Summarize ByG roup By Date Range

Export to PDF Duplicate

Date DayL ast 7 Days Filter

All Entities All Emails All Users

Summary Report

SENT BOUNCE OPENED CLICKED RECEIVED RESPONDED

63897 3.65% 2331 29.3% 18665 4.60% 2491 18665 987

Summary Report

SENT BOUNCE OPENED CLICKED RECEIVED RESPONDED

11/07/2016 2173 3.45% 75 21% 450 2.71% 48 5165 91

DATE

10/07/2016 6914 3.57% 247 22.03% 1517 3.18% 191 6313 15

09/07/2016 6305 3.73% 235 23.06% 1454 3.5% 192

08/07/2016 8762 3.73% 327 30.07% 2597 5.12% 317 11237 382

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Insights help you

Identify templates with highest open rates and share them with your

colleagues.

Create new versions of templates and compare them with previous versions.

Find out which version had higher open and click rates.

Find out how your contacts have responded to your emails. Get details on

when the emails were sent, delivered, opened and clicked, and how many

times they were opened or clicked.

Use advanced ﬁlters and ﬁnd out which leads haven’t responded within a

certain time frame.

Get individual reports on every salesperson based on the number of emails

they’ve sent, and ﬁnd out who your star performer is, and who needs to

improve.

Emails + Zoho CRM for Your Business

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Not every email will be suited for your use. Choose only that email feature

that will suit you best:

Zoho Mail Add-on

When you want to associate both incoming and outgoing emails from your

email account to the records in Zoho CRM. It could be a Zoho Mail account or

any other email client that facilitates POP or IMAP account conﬁguration.

BCC Dropbox

When you manage multiple email accounts for business and want to

associate outgoing emails from your email accounts to the records in

Zoho CRM.

Zoho CRM Plug-in for Microsoft Outlook

If you are using Microsoft Outlook for all your business communications yet

want to associate your emails with your Zoho CRM account.

SalesInbox

When you want your emails prioritized according to your sales pipeline,

SalesInbox does the job for you.Columns, folders, and ﬁlters will reﬂect your

sales priorities, so you stay on top of the deals that matter most.

Plug-in for Gmail

When you’re using Gmail for your business communications and want to view

all the customer information without switching between email and CRM.

When to use what?

Emails + Zoho CRM for Your Business

Zoho CRM Resources

Zoho CRM places a limit on the number of emails that you send every day. You can send either

bulk emails or individual emails but the following limit applies based on the CRM Edition. Note

that email limits will be set based on the organization’s time zone.

For Individual Emails

The email limit for the organization will be calculated based on the total number of conﬁrmed and

active users in the account.

For Mass Emails

You can send mass emails based on your Zoho CRM Edition.

How many emails

can we send per day?

250 per day. 500 per day. 1000 per day.

Standard Professional Enterprise

Emails + Zoho CRM for Your Business

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12 AM to 11.59 PM in your organization’s time zone is considered as one day, to calculate the email

count.



(NOTE) The mass emails per day, per company includesAutoresponders, active

emailSchedulers,Macros andMass emails.



(NOTE) You can also increase the mass email limit up to 2250 per day, per organization for an

additional cost. Please write to us at [email protected] to increase your mass email limit.



Also, check out the Zoho Campaigns Integration with Zoho CRM. Campaign management

allows you to manage your entire marketing process by which marketing campaigns are planned,

produced, distributed and analyzed. The built-in synchronization with Zoho Campaigns helps you

to export leads and contacts from CRM to Campaigns and easily plan & execute newsletters,

welcome emails, customer surveys, etc. What’s more, tracking responses to these emails is also

made easy within CRM.

USA

• California

Zoho Corporation

4141 Hacienda Drive, Pleasanton,

California 94588, USA

Phone : +1 877 834 4428 | +1 615 671 9025

• Austin

Zoho Corporation

3910 S, IH 35, Suite 100, Austin,

Texas 78704, USA

INDIA

• Chennai

Zoho Corporation Pvt. Ltd.,

Estancia IT Park, Plot No. 140 & 151, GST Road,

Vallancherry Village, Chengalpattu Taluk,

Kanchipuram District 603 202, INDIA

Phone : +91 (44) 71817070 | +91 (44) 71817000

+91 (44) 67447000

• Tenkasi

Zoho Technologies Pvt. Ltd.,

Silaraipuravu Village, Mathalamparai,

Tenkasi, Tirunelveli District 627 814, INDIA

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