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January 10, 2017 Business Technologies

Gmail Can be Used to Update your CRM

Sonja Fridell wearing a blue blouse and a dainty necklace.
By Sonja Fridell

Gmail Can be Used to Update your CRM

gmailCompanies are using a plethora of email platforms to navigate the business landscape.  Gmail, likely the most popular web-based email service, is at the top of many lists, particularly for their mobile friendly applications.  If Gmail is the go-to email app for anyone on your team, then we absolutely must to introduce you to Collabspot.

Collabspot makes team members who use Gmail more effective, as well as productive, by allowing access to your company’s CRM through the Gmail platform.  Collabspot is compatible across multiple CRM platforms, such as Salesforce and SugarCRM.  Let BrainSell help you increase CRM adoption with an overview of Collabspot and other awesome add-on’s during our free webinar, discussing the best SugarCRM Add-On’s for 2017, taking place on Wednesday, January 18th at 2:00 pm EST!


So how exactly does Collabspot get Gmail users to be more accurate and proficient? Let’s start by identifying CRM adoption pain points:

  • Having trouble getting sales or service employees to enter tedious data into your CRM?
  • Regularly finding missing or incorrect data in your CRM due to poor entry or omissions?
  • Sales people are inconsistently using your CRM to record contact information appropriately?
  • Emails do not automatically sync up to the appropriate contact level in your CRM, and then get dropped?
  • Team members often use mobile applications for email – especially on Android phones?

If any of these sound like your business, take a look at the features Collabspot offers and discover how to update your CRM inside of Gmail.

Make your CRM easy to access and navigate…

Contact Information

Collabspot LogoCollabspot is an advanced Gmail integration, that also serves as a Chrome add-in for your Google browser. When in Gmail, Collabspot provides a pop-up sidebar which allows you to view a contact’s full information from your CRM.  The sidebar includes custom fields from your CRM and social media data, if available, for each contact.  Users can sync contacts and update pertinent information from Gmail to the CRM – without ever leaving your email platform.

Email Activity

Collabspot LogoCollabspot allows Gmail users to track contact activity, including email opens and views.   Gmail users can even archive an email from Gmail directly to the CRM. With Collabspot, new buttons appear to provide you with options not currently available in Gmail, such as scheduling an email to send and auto-archive to your CRM.  Even more amazing is the ability to build templates in that can be pulled into your Gmail platform with advance mail merge capabilities, using correct data from your CRM.

Additional CRM Fields

Collabspot LogoCollabspot is not just for updating contact information and monitoring email – you can edit many fields in your CRM from Gmail.  Users can view, edit, update and create new opportunities, tasks and more – directly within the side bar.  For a worry-free experience, a green pop-up confirmation box  appears to let you know when your CRM has updated.

Interested in learning more about Collabspot?

Join us at our upcoming webinar, on Wednesday, January 18th at 2:00 pm EST or view the video below:

 

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author bio

Sonja Fridell

Sonja is very active in architecting CRM, ERP and marketing automation solutions for clients across North America. As an ex-journalist, she is adept at exploring a client’s needs and coming up with cutting edge, elegant solutions that fit, drive adoption, and create real results.

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Sonja Fridell wearing a blue blouse and a dainty necklace.

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