Empower employees in Sales, Marketing, Support, Quoting, Project Management, Billing, and all departments, by staying in Gmail and getting real-time information from your CRM, AI, and other integrated apps.
Salesboom built a custom Gmail Plugin integrated with the Salesboom Integration Engine, and integrated it with the Gmail CRM solution that allows you to manage customers, partners, opportunities, jobs, and more in Gmail and have the data sync with the CRM system, as well as other apps such as ChatGPT, Quickbooks, Outlook, Google Workspace apps like Docs and Sheets, Zapier, Twilio, MailChimp and so many more.
We commit to integrating with any app in your stack that provides an API to support the integration.
The Gmail CRM to Clickup solution allows users, while viewing email in the Gmail user interface, to also work with Contacts, Accounts, Opportunities, Emails, Properties, Tasks, Checklists & Projects, Quotes, Invoices & Inventory associated with the email address, to sync the emails and tasks and notes with the CRM and Back-Office solutions, and update tasks saved against opportunities, projects, leads, quotes, invoices, etc.
When tasks are created or updated in other apps, those tasks are synced with the CRM so that while in your email, you get real-time information, updated information from the CRM and other app data, while in the Gmail user interface.
You spend most of your day in Gmail, where you interact with customers, partners, and employees all day, and have real-time information available within Gmail. You can add tasks, notes, save emails, add contacts, opportunities, and projects, all from within the Gmail user interface.
Reduce the number of applications you have to log into to get the job done.
The Salesboom Gmail plugin connects your Gmail Email with Salesboom CRM and all your favorite integrated apps.
Here are a list of some of the benefits and features of our Gmail plugin for CRM and back-office solutions:
All Contacts, notes, tasks, records, etc. are saved in the database and can be shared with other applications, enact workflow rules, real-time alerts, fill reports, dashboards, and KPIs, be fed into AI tools, and more.
Integrate third-party apps into Gmail. It is not just the CRM that can be accessed from within Gmail, but all the apps in your stack can also be integrated in new ways. Since 2003, we have been building custom features and integrations as part of our 'Built-to-Suit' method of software delivery.
Please note, there may be a quote required, but it will be affordable and quick to build in custom features and integrations. Please contact us to discuss your unique situation, and we can turn around a quick quote to give you a ballpark figure of how much and how long.
The reaction from our clients is usually that we are much more affordable than any other Cloud CRM vendor on the market today, considering the world-class solutions, hands-on experience in implementing and training our customers through the Fast Track program, and track record of success as the 2nd oldest Cloud CRM vendor, founded in 2003.
Manage emails and customers better by staying within your familiar email login and managing your business from there.
Free up time and focus on the right clients, producing more results with less effort.
Categorize Contacts and Emails to stay focused on the short, medium and long-term contacts to follow-up with, and saving the right information at your fingertips to share with your team and get things done.
Save time and effort when dealing with Customers and emails. Save contacts and emails to your CRM from within an email. Share the contacts and emails in the CRM and prioritize follow-up from within the CRM.
Keep compliant and update the proper people about the proper emails and take appropriate action to achieve the best success.
E-mail automation has come a long way, but finding out who to send an email to and when is most important. Identify good contacts from your older emails and save the contact and any other emails to the CRM from within Gmail or Gmail.
It's less about mass automation than it is automating those processes that save the right information at the right time.
Your relationships with customers are trapped in e-mail and spreadsheets, and not leveraged properly. As employees come and go over the years, so does the data, and so past relationships are squandered.
We communicate more and more via e-mail, as it is a trusted source of communication and documents conversations. The downside is way too many emails cluttering up your email inbox and folders. Selectively saving emails against important Contacts in the CRM is a solution that is intuitive and easy to use for everyone.
The new e-mail to CRM plugin from Salesboom allows for saving contacts and emails in the CRM, from within Gmail or Gmail. This categorizes the information Sales and the rest of the organization needs to follow up and build on relationships with little work.
Since 2003, we have brought many innovations first to market to help our customers thrive. We have an A+ rating from the Better Business Bureau and have been awarded the top 15 Cloud CRMs in the world.
We set up and train you in-house.
We build customizations and integrations to best suit the needs of our customers.
Gmail can be used by almost every business department to better manage knowledge within the organization.
Salespeople are spending most of their time following up with customers and leads, managing opportunities, preparing presentations and proposals, generating reports for management, and trying to plan for the future in an ever-changing market and economy. The pace of change will only get faster and the amount of information you need to digest seems to mount daily.
Having so many marketing and sales logins and contact databases to manage, it seems like logging in and managing passwords is chewing up too large a percentage of our time.
People are coming and going in what seems like a revolving door, so relying on existing processes and doing what you used to is also not possible. The focus it takes to follow up with the right people, at the right times, and get the right people sharing the right information to move the deals forward. Mostly we communicate in sales via email, telephone, text, and through marketing.
When the most important points in the deal are addressed, however, they are many times via email for documentation purposes. It makes sense that in these pivotal moments in the opportunities flowing through the pipeline, that the emails and contacts making the deal should be saved and focused on. Instead, most emails are lost in a sea of emails amongst a sea of contacts also trapped in the email.
Many leads are trapped in email as well, never making it into the contacts database. Save the email so it can be shared and give the team what they need to make an informed decision quickly.
While you are in your email login and reading the email, click the button to save the email or create the contact to move the deal through the pipeline and not lose out. Get quotes out the door quickly by collaborating on real customer emails in real-time. Get decisions from management on Contract terms and pricing by bringing them in on the actual conversations taking place, at each stage in the opportunity. Share with support and production to get their input on any innovative ideas that can help close that critical sale.
Get together and share research and documentation with your team for better competition management, partner management, and for getting better at closing deals by constantly tracking key conversations.
Create a note or a task to log your thoughts.
Check your Sales pipeline and each quarter follow up with your opportunities, but also look at the emails and conversations surrounding the deal. It will spark other ideas, people to connect with, and help focus on what matters in each deal. These email conversations that used to be trapped in your email folders, along with the other many emails that are not relevant, hide the few emails that are important.
It is your time and your money, so it is best to log your emails and help your sales grow. Focus on the customers and the emails they send you, and log these most important milestones in your sales process. Manage outbound emails using templates you can customize and embed live fields, to tailor emails for maximum effect.
Create web forms to allow signup from emails or web pages and leverage Content Marketing with signup and emails.
Drip marketing email campaigns automate the sales journey, keeping customers updated through the entire lifecycle with relevant and timely information to help nurture them through the sales funnel. Automated reminders and workflow keep everyone on track, from automating meetings and appointment reminders via email whenever one is booked, canceled, or rescheduled. Automatically embed a Zoom or Google meeting, or GoToMeeting, or Webex meeting, etc., into the calendar invite automatically.
Self-service calendar for easy booking and scheduling by internal staff or by customers.
Custom-built Sales apps directly into Gmail that pull information from CRM, ERP, Marketing, and other apps to deliver real-time critical decision-making information that can keep you one step ahead. Never let any deals fall through the cracks with automated calendaring, follow -ups, reminders, all within your familiar Gmail inbox.
No need to switch to another application and lose your train of thought. Get deals done more quickly and with more success by getting the job done from within Gmail.
All the sales conversations that the Salespeople are saving should be compared against the cases, tickets, etc. that are placed by those same contacts. Emails of conversations from Sales and Support should both be logged in the CRM to better serve the customer and to find out the truth in cases of disagreement between the customer and the organization.
Sharing emails with the click of a button, whether the emails were sent at the time or in the past, can be a real time-saver when getting to the bottom of it quickly and with accurate information.
Many organizations spend too much time compiling emails and conversations, documents, etc. and putting it all together to solve simple issues. With more avenues of communication, email is the tried and true method of documenting customer interactions, sending quotes, invoices and contracts, service agreements, marketing literature, and so forth. It is a lot to process. Create contacts quickly while in Gmail and save emails, add notes, and tasks, and link them to cases and help tickets in the CRM, right from your email inbox. No more flipping through multiple applications to get the information quickly.
Each member of the team can add their emails in parallel and get a clear and accurate picture of email conversations saved in the CRM by using the Gmail plug to CRM.
A good knowledge base of question and answers, solutions for common problems, internal documentation, compliance, and many other processes are easily upgraded with quick point-and-click saving of emails to the CRM. They can then be categorized in reports, dashboards, tied to analytics and KPIs that keep everything easy to manage as you are stressed to do more with less and make better decisions while doing so.
Save the email so it can be shared and give the team what they need to make an informed decision quickly.
Training for Support and Compliance is made simple with real-life email conversations saved and solved, with the right solutions mapped out for common questions, problems, concerns, compliance issues, and more. Let them walk through the shoes of a real-life situation by using real-life conversations with real-life clients.
Compliance management is all about managing conversations and calendar events for training and making sure that each interaction is done with compliance in mind. Salesboom has built-in compliance management features with audit-trail logs, security, privacy, and data management policies, compliance training and certification management, policy violation management, and more, all linked with Gmail so that all departments can do their best to maintain compliance and report on maintenance and logging of email conversations.