Does your digital marketing team use Gmail? If yes, then there is no need to dwell on this further because all the tips mentioned below are exclusively meant for teams that solely rely on Gmail for organizing and coordinating their workflow.
Did you know that Google has its own CRM app that they don’t advertise widely—Gmail? Yes, it does!
How to use Gmail as a CRM: When you configure your email address in any of these tools (Salsa, Close, Insightly), you can automatically connect them with your Gmail account so that everything syncs up automatically. As mentioned by ghostwriting companies some of the items which get synced include emails, contacts, task lists, notes—anything that gets added into one of the apps automatically gets synced across all connected apps.
If you want to try this, all you need to do is go to the G Suite Dashboard and under “Apps & Services” tab, click on Apps . Now, go back to the Apps page and search for Gmail (it should be there). Enable it and then just select your CRM of choice from the drop-down menu. Next, click on Save Changes . You can now access your CRM data right inside Gmail. That simple!
How to use Gmail as a CRM: To check if your CRM has been successfully connected with Gmail , open any email in the CRM app and look at its left-side panel. If it says “Gmail” or “Google Apps” at the top, then it is connected.
Collaboration App – Google Docs
If your digital marketing team uses Gmail and a CRM app, they can also take advantage of Google Docs for document collaboration across the team—be it in-house or with a client. If using Microsoft Word was a drag last decade, you better switch over to Google Docs because that’s where all the fun lies today.
How to use Google docs for content ideation: Create a spreadsheet with the help of Google Sheets listing all brands with their contact details—email addresses, phone numbers, address. Now, share it across the team so that each member can stay updated about new prospects. Make sure that you also include notes on any interesting information about these brands that might be useful later on down the line. That way, your website content writer will have everything he needs at his fingertips instead of having to go through an arduous process of scouring for this information from different sources.
Online Collaboration App – Google Hangouts
What is better than working remotely? Working collaboratively remotely! Your digital marketing team will definitely love working in a Google Hangout. So, what is the best way to use it for boosting productivity?
You can create a virtual meeting room in Gmail and then share it with everyone on your team so that they can join in whenever they want. Your webinar marketers will love this feature because they will be able to meet their clients more conveniently, whether selling or pitching.
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You can broadcast your webinars, SaaS demos or YouTube videos right in your hangout—no need for any additional apps! We recommend using the YouTube Video Chat plugin in order to snag an embed code for it (but if you don’t like Google Chrome, this may be a problem because the plugin is available only on Chrome). Once your video gets loaded into the chat room, click Events
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