SalesInbox uses customer data in Salesforce Sales Cloud to automatically prioritize customer conversations.
“Zoho is driven to provide salespeople with the tools they need to sell at their best. This integration gives every salesperson using Salesforce Sales Cloud access to one of our best innovations that will help them sell better,” said Raju Vegesna, chief evangelist at Zoho.
“We have seen this innovation benefit the users of Zoho CRM to a great extent, and wanted salespeople to have the benefits of using it, irrespective of the CRM they use. So we’re making it available to Salesforce users.”
Emails prioritized by sales context
SalesInbox turns the concept of the traditional mailbox around. Instead of emails being ordered by the time they were received, emails are organized in separate columns according to their status in the sales pipeline, allowing for easier follow-ups on messages that matter the most. Specific folders and labels allow further organization of emails, and advanced filters let salespeople prioritize their actions related to prospects.
The right context for emails
SalesInbox associates the appropriate CRM record, as well as the various activities in the past six months like notes added, calls made, tasks created to the emails.
Drag and drop emails
A salesperson can create a lead record inside the CRM, and also convert the leads to opportunities, by simply dragging the emails and dropping them across the columns of SalesInbox and filling in the necessary details. The process of creating leads can also be automated by setting up triggers inside SalesInbox.
Also Read: Zoho brings its 35+ business apps under the Zoho One umbrella
Faster follow ups
With SalesInbox, follow-up actions like calls, tasks and events can be added straight from the inbox. Instant alerts are sent whenever an important prospect doesn’t respond for a specified time, so reps can try following up again and close deals faster.
Meaningful insights for better sales
Salespeople know instantly when customers have engaged with their content through open and click rates for the emails they’ve sent. SalesInbox allows reps to use this data to create different versions of templates and find out which versions performed the best. In addition, sales managers get key insights on their team’s performance and activities through analytics.
Pricing and Availability
Zoho SalesInbox for Salesforce will be available to Professional, Enterprise, Unlimited and Developer edition users of Salesforce CRM, priced at $20 per user/month, along with a 90-day free trial.
