A sales professional's primary tool is the CRM, yet most of his communication with customers happens via email. He is required to constantly switch between CRM and his email inbox to follow up with prospects and update sales details. 

The primary problem with having your email and CRM independent of each other is that, you lack the sales context needed to prioritise your communication with your customers. Emails need not be always checked in the order you received them - in fact, an important email from a top customer might be sitting way down there in your inbox; it could be a request for a quick support or a complaint email; you never know. By the time you check it, it might be too late. If you only knew it was from a top customer, you might attend to it right away.

So, the sales context to customer interactions helps you prioritise and be efficient in your communication with them. Here's where emailing from the CRM enters the scene. The CRM comes with a wide range of options in its email suite.

• You can send and receive emails right from CRM.
  
• You can have the emails tracked to receive useful reports and insights. 
  
• You can prioritise email conversations based on who sent them: Customers, Leads/Contacts, Colleagues or Unknown people. 
  
• Beyond all this, you can get your emails auto-linked to customer records in CRM. This way, at a single location you can view both the sales details and emails associated to a customer.
  This goes a long way in learning the sales context to your conversations.
  

It is easy to set up your emails in the CRM, but before you do so, you must be informed of the range of options to know which ones suit your needs best. In this document, you will find a quick comparison of the various emailing options in the CRM, and their benefits.