Customer Relationship Management (CRM) is a business philosophy, not just a technology – understanding your customers’ needs enables you to build better relationships and increase sales. Using the philosophy of CRM helps “to get and to keep more customers who stay with you longer”.

Although a sound customer relationship management strategy has to come first, it can be effectively supported by CRM software.  Being a sales professional, the importance of top notch customer relationship management cannot be stressed enough. Speaking for myself, I am always on the lookout for techniques to better manage and analyze my customer interactions and data throughout the customer lifecycle.

I have been using the ever popular SugarCRM for a long time with great success however, I always felt a certain limitation and a room for improvement with its mail module. The user interface and search functionality of Sugar are seriously underpowered especially the mail module. Luckily, I was recently recommended by a friend, a simple Google Chrome extension which solves all these problems. It’s called Yathit SugarCRM for Gmail.

Here are just some of the useful features of the extension that have made my life as a sales professional considerably easier:

CRM Data Displayed In Gmail

With Yathit Chrome extension for Gmail, all your CRM data is automatically displayed in your Gmail inbox enabling you to read important client data and conversation history at a glance which allows you to tailor future client correspondence accordingly.

One Click Email Archive To CRM

With just a single click, you can archive incoming and outgoing email – including any attachments – to SugarCRM and categorize them to specific contacts and accounts and even custom fields and records. By automatically tracking and displaying the emails you have archived to Sugar, a major portion of your CRM woes are eliminated.

Vastly Superior Search Than Sugar CRM

Anyone who has used SugarCRM knows that the built-in search feature is pretty poor and makes searching through records very difficult. Yathit solves this by providing a very easy to use search interface that enables you to quickly search any SugarCRM record right inside your Gmail inbox.

You can even create new records or edit existing records with Yathit Gmail extension. Accounts, cases, calls, contacts, leads, meetings, notes, opportunities and tasks are some of the modules that are available out-of-the-box while others can be configured.

Final Word

An ability to synchronize Gmail contacts with SugarCRM record, quickly archiving emails to SugarCRM/SuiteCRM, a better and much faster search functionality, ability to use Suga CRM Email templates inside Gmail, tracking and notification of email opening and a number of other features have made me an instant fan of Yathit SugarCRM. It really is a must-have tool for serious sales professionals looking for a secure, easy-to-use and feature packed way to increase their productivity.

Categories: BUSINESS TECHNOLOGY

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