Hi, I am Lidiane Mocko, your Small Business CRM coach. Welcome to another episode of Mocko Mondays! Today we are going to talk about email integration. Why? Because a lot of our communications with clients and potential clients happen via email. When you are selecting a CRM system, one of the key aspects of the selection process is to make sure the CRM products you are considering have good integration with your email server.
About a year ago I worked with a small business owner who was looking into purchasing a CRM recommended by their accountant. The system his accountant recommended had good integration with Quickbooks, but it didn’t have good integration with their email provider (Office 365). When we worked together we evaluated. Which one is more important: integration with Quickbooks or integration with Email? Turns out integration with email was crucial! Most systems will integrate with Office 365 and Gmail.
Each product has its own implementation.
Please log in again. The login page will open in a new tab. After logging in you can close it and return to this page.