How to use Enjay CRM Email Integration for Sales and Marketing [Video]

CRM and email go hand in hand. CRM Email Integration can be used for email marketing, Email automation for lead nurturing or user onboarding. Enjay CRM email Integration provides you with the power of Email, along with, you get the functionality of CRM like automation, templatisation email tracking etc.

Although lots of new communication channels have come up during last few years, still Email is considered to be the most effective way of communication when it comes to official or business correspondence. CRM and marketing can go hand in hand if used correctly.

Three essential features of Enjay CRM help you revolutionise entire CRM experience in your organisation.

1. Email Verification – Enjay TrueEmail.
2. Tags – Enjay Tags
3. Email Integration – Enjay OutMails

Components of CRM Email Integration

1. CRM Email Verification or Validation
2. CRM Email Templates
3. CRM Email Tracking.
4. Real-Time Notifications in CRM (and Mobile App).
5. Scheduled Email Sending.
6. CRM Email Automation.
7. Use Tags in CRM to categories and classify your Contacts.
8. CRM Bulk Emailing.
9. Integrating your Email Inbox with CRM.
10. Mobile CRM Email support.

CRM Email Verification or CRM Email Validation

The Success of CRM depends on completeness and correctness of the Data in CRM. Enjay CRM provides built-in functionality for CRM Verification or validation. Enjay CRM uses intelligent technology to verify email address so that you are sure that the email messages you are sending go to real and correct email ID.

1. Real-time Email Verification. (when you enter email ID or save record).
2. Manually check email address from email field.
3. Do bulk Email Verification.
4. Displays last date of verification, so that if required you can verify it again.

Enjay CRM marks Invalid email IDs as “Invalid”, which you can then search and rectify.

Make sure that all Email IDs entered in CRM are valid email, with real time and bulk Email Verification tool

CRM Email Templates

Email templates are undoubtedly best marketing automation tools. Whenever you write similar emails more than once in a month, you should create an email template for the same. CRM Email templates can be used manually to send an email or to send marketing campaigns like drip campaigns, directly from CRM.

Enjay CRM also provides you option to use Data Variables in Templates. For Example: If you use ‘firstname’ in the template, CRM will replace that with the real first name while sending emails. 

If properly executed, 65% of all the emails written by Sales and Service Teams can be templatized

CRM Email Tracking

Email Tracking enables you to track open and click events done on your Emails by your recipients. This is “read receipt”, Email Tracking in Enjay CRM is much beyond that. Enjay CRM tracks all the emails Emails sent from Enjay CRM.

Engage more with your Customers and prospects with email Tracking. Sync your communication with their opens and clicks

Real-Time Notifications in CRM (and Mobile App)

Real-time Notifications, especially on Mobile CRM changes the way how you react and interact with your Customer’s actions. Enjay CRM provides you real-time notifications for Email Opens, Not only that, but it can also inform you if the particular person has not opened the email in “N” days.

Enjay CRM provides Real-time notifications of Email open and even if an email is not opened in a specified duration.

Scheduled Email Sending.

Email open rate is not equal at all the times; It varies from the day of the week and time of the day. Enjay CRM also allows you to send CRM emails at a later date. You may Schedule individual or bulk emails to be sent at a later date and time.

Email open rate varies from time to time. Use Email Scheduler in Enjay CRM to schedule your emails when your recipients are more likely to open it.

CRM Email Automation

Your Marketing Team very often uses drip campaigns. Email Campaigns using Automation and workflows can be used for prospecting, converting a prospect to customer and even customer onboarding. With CRM Email Automation, you can design a series of emails that go to recipients on the basis of events in CRM.

For Example:

1. When a new lead is created, you send them ten automated messages in next 40 days.
2. Customer onboarding messages can be sent to new customers and users. This can be triggered when new AMC is signed, or new product is sold.

“Your CRM has rich information about the Customers and their activities, CRM Email Automation helps to send series of Emails.”

Use Tags in CRM to categories and classify your Contacts

The most significant problem can be classification and categorisation of data in your CRM. Enjay CRM simplifies it by using “Enjay-Tags”. You can apply any number of tags to any record in CRM.

Then you can use these tags for bulk sending.

CRM Bulk Emailing.

Enjay CRM provides the bulk Emailing facility, but with a little spice added to it.

1. Use Email Templates to create an email,
2. Use Tags to identify the recipients, or use existing tags.
3. Use Email Scheduler to scheduler to decide the time to send the email.
4. Track emails from your mobile or browser.
5. Pro-tip: Emails that you sent are stored in CRM and are linked and related to the relevant CRM records.

Integrating your Email Inbox with CRM

When a CRM user sends email from CRM, using Enjay OutMails A copy of that email is also sent to the inbox of your Email Client.  This makes sure that you can continue that thread inside your Email Client also.

Mobile CRM Email support

Enjay CRM Mobile App provides email integration support. Send individual emails, bulk emails, scheduled emails right from your Mobile app.

Email Tracking notifications on the mobile app enable you to engage with your customers in a more meaningful way.

CRM Email Integration FAQs:

1. How many Emails can I send?
   There is no limit of the number of emails that you can send when you use Enjay OutMails Pro. 
2. Does it support Incoming messages?
   Currently no, you can use OutMails to send emails individually or in bulk. 
3. From whose Email ID, are the emails sent?
   Obviously, your email ID only.