Turning Gmail Into Google CRM
6The major player on the Web today remains to be Google. With the growth of many innovative products they continue to grow. They have distinguished themselves through the software they have developed. A key to Google has been the growth of GMail, their e-mail system, and new information technology blogs developments.
Taking a closer look at a key feature that GMail has potentially touched on is it’s versatility in creating custom management strategies or processing queues. This flexibility is what makes GMail an ideal platform to use as a personal contact management system or as a simple CRM. The video below describes how Salesforce have collaborated with Google to use Google aps as a customer resource management system, this gives you a good idea as to how you could personally use Google aps for your own purposes. Actually if you are interested in operating Google aps via Salesforce you can see the costs via this link, not an affiliate link and not as expensive as you might think.
Contact management is fundamentally a system that helps a sales person quickly identify new prospects, make contact, and manage follow-up.
Inherently you get the communications tool, email. Leveraging the power of Google’s search, labelling, and filters you get the management of those communications. Chances are if you are using a personal CRM, such as ACT! or Goldmine you are using a lot of email-like features, but are still required to leave that application to use email also.
Time is money so you don’t want to be wasting time bouncing between multiple applications. So, why not stay in your email application.
One of the fundamental roles of your CRM is to capture and manage your contacts. Your sales system needs to easily get your prospects and clients into the system, reference them quickly, and efficiently manage updates.
GMail does each of these tasks exceptionally well. Whether you are exporting contacts from Outlook, Apple Mail, or loading a spreadsheet of contacts GMail makes it easy. If you already have your contacts in a Web-based mail or social network system like Yahoo! Mail or LinkedIn it is even easier just login and click.
Now that you have all your contacts in GMail, Google’s search becomes a powerful prospecting tool. Are you looking for a person in a particular company? Do you need all the SVP or higher marketing executives? Do you need everyone that is in the health care sector? All of these types of prospecting questions are easily answered and your database segmented using GMail.
What is most important, using GMail as a contact management system puts all of these prospects at your fingertips and ready to contact.
GMail also has great features for managing real-time Internet lead generation. Combining the power of filters, labels, and actions you can immediately prioritize and queue leads as you see fit.
Filters allow you to create complex sets of rules for specific types of emails. This can allow you to:
* Highlight (i.e., star) emails coming from lead sources
* Label different lead sources
* Filter them into specific groups for follow-up
You can take this contact management and prioritization system one step further by using GMail’s latest multi-inboxes to create sales pipelines and queues.
Of course, no sales management system would be complete without a task list. GMail has a simple, but elegant task list. You can build a schedule of TODOs and you can turn emails and correspondence into task and follow-up reminders. Google Calander is a great feature to track and schedule your appointments.
Finally, sales is about engagement with people. Few technology concepts have helped sales to so directly engage customers as social media.
Using Google’s robust GoogleTalk, embedded in GMail you can bring in all of your social media streams as well as your email conversations. Again, turning all of this communication into a searchable prospecting database.
There is no question that what GMail features to use as users is far more than an email application. GMail can be your personal Google contact management or CRM software. Learn more about CRM software with free white papers and webcast tutorials.
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Thanks for pointing these features. I actually learned some of the filtering and labeling features at Google’s office from one of their Product Managers. A big advantage of Gmail is the ability to search conversations from years ago.
Hi Deepak,
Yes Gmail is a pretty sophisticated email tool, pretty impressive when you consider it is completely free, as is much of what Google offers.
Excellent article. Is there a video or tutorial out there somewhere that shows me how to set-up each of these tools so that I can use the CRM solutions as you described? It would be great to see a demo of how your are using gmail, calendar, tasks and talk as a CRM solution.
Cheers,
Brian Duvall
DuvallMedia.com
You can use Google aps via Salesforce and it is not that expensive or you can watch the video for a description of the way they use Google aps to get an idea, but ultimately the best way to learn how to use these facilities is to start using them yourself and tap into Google’s own help and support information.
Hello, i’m from France, so please excuse my english.
I tried to use google apps and salesforce contactmanager, but impossible to sync calendar and contacts. It need “appirio addon” wich is not implemented for this basic version of salesforce
Hi Didier, thanks for sharing that, it’s useful to know.