Hate leaving Gmail to research and update CRM contacts? You don't have to anymore: Vtiger CRM Sidebar for Gmail

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Create a Lead in Vtiger and Schedule a Meeting Using the New Sidebar for Gmail
(Ready to get started? Download the sidebar or read the documentation )

When a small business uses Gmail as its email provider, its sales and support reps are unlikely to want to send and receive emails anywhere other than Google's Gmail web interface. After all, it's intuitive, pages load quickly, messages appear instantly, and collaboration tools like video meetings are ready to use at the click of a button.

While Gmail works great for internal taiwan whatsapp number collaboration, when it comes to interacting with clients, the need to explore their history or add notes, tasks, assignments, or tickets requires a foray into a separate CRM app to find the relevant information. This task switching takes a toll on efficiency and productivity when repeated throughout the day.

To eliminate the need to switch between applications, we have developed a Chrome extension for Gmail that allows users to view, create, or update the following records associated with an email contact from a widget on-screen in Gmail, simplifying the sales process. Reps, support reps, and managers work:

Leads
Contacts
Comments
Tasks
Events
possibilities
tickets
To do this, the widget matches the email sender's address with the email address registered for the prospect or Vtiger contact, then places all the information associated with it in a widget on the screen. To gauge its usefulness, here are a few common scenarios where we know it will come in handy:

Marketing: Get instant sales insights

Someone on your marketing team receives an email from a lead who is ready to talk to your sales team. In the past, getting their information into your CRM and assigning a sales rep to the lead meant switching from Gmail to your CRM, creating a lead, entering all their information, assigning them to a sales rep, and possibly creating a follow-up task. This takes minutes at best and is an unnecessary waste of time that would otherwise be spent on other tasks if it is repeated throughout the day.

In Vtiger CRM for Gmail , the same marketing rep can create a lead or contact in just one click, without leaving Gmail, with follow-up actions like setting up a meeting with another sales rep in just a few clicks. This saves time and improves the efficiency of internal collaboration.

Support: Track and close tickets directly in Gmail

An email arrives in your customer service inbox. Vtiger turns it into a ticket and passes it on to a customer service representative. That representative then starts a chain of emails from their address to address the customer’s needs. This request for help doesn’t end with a single response, so as the day goes on, new threads are created while the representative’s inbox fills with a flood of cases. Every time the representative receives a new message, they return to the CRM to review the sender’s history and update the ticket with the time and errors.

With the Gmail plugin, whether it’s a new email that needs to be converted into a ticket or a thread that requires an updated ticket, it can all be done from the Gmail interface. The plugin displays the entire customer history, including previous tickets, emails, invoices, quotes, and comments, ensuring faster responses with fewer errors caused by task switching. Once the issue is resolved, updating ticket statuses and adding notes to the customer’s CRM record is just a few clicks away.

Sales: Track Customer History and Progress in Gmail

Most sales reps spend a huge portion of their day interacting with prospects and customers – after all, it’s a job. To make productive decisions during each interaction, a sales rep must be able to quickly process the interaction history of each prospect or customer. Having to leave Gmail to look up information in a CRM requires task switching, which is time-consuming and can lead to errors. With a Gmail widget, all the information a sales rep needs for the next step is available right next to the email. Plus, if there’s a need to add notes, a calendar event, or even a related opportunity, a sales rep can do so in just a few clicks using the Gmail widget.