Advanced Gmail contact management. Useful features from NetHunt CRM

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Content

Basic contact management features in Gmail
NetHunt CRM: Advanced Gmail Contact Management
Conclusions
By 2018, Gmail had reached 1.5 billion users and is still growing. Gmail now has 20% of the global email market (source: Marketing Charts), and 27% of all email opens occur in Gmail (source: Litmus).

Of course, such figures would be impossible to achieve if Google Mail was not used in business. According to Customer Stories, Gmail is the main email client for 92% of startups in the US and 60% of medium-sized companies. One of the secrets of Gmail's efficiency is in its automation capabilities, which NetHunt CRM also actively uses. NetHunt is a CRM system that is built into the Gmail interface, expanding its functionality and simplifying work with letters. In this article, we will consider the most effective ways to manage Google contacts.

Basic contact management features in Gmail
Contacts are more than just a name and email address. Special contact management tools allow you to use this data to improve sales and marketing.

Google Contacts is the most versatile service for storing customer and business contact data. It integrates with Gmail and has a mobile app for Android and iOS.

In addition, you can always import contacts from third-party applications and merge data — including using NetHunt CRM.

Google Contacts features
Google Contacts is a standalone app in the Google Workspace family that you can use to add, edit, delete, merge, and categorize your contacts. Features available in Google Contacts include:

Access and view contacts.
Adding new entries.
Update and edit.
Creating groups.
Correspondence in Gmail.
Search by contacts.
Merging duplicates.
Deleting and restoring records.
Synchronize contacts saved on different devices.
Automatic creation of new records.
As you can see, Google Contacts has bahrain phone number list basic contact management features, but they are quite limited. For this reason, there are a large number of extensions that help you manage contacts in Gmail more effectively.

NetHunt CRM for Gmail provides an advanced set of features that help not only work with contacts in Gmail, but also improve sales and marketing processes. These and other features create a simple but powerful CRM, available right in your email.

NetHunt CRM: Advanced Gmail Contact Management
NetHunt is a CRM system for Gmail. It integrates with Google Workspace services, including Google Contacts. After configuring synchronization, Google contacts will be transferred to CRM. The user can set the condition for which contacts to import into CRM and which ones not. At the same time, NetHunt will not create duplicates. If there is an existing contact, CRM will simply add new information to the corresponding fields, if any.

Once the records are transferred to CRM, advanced Gmail contact management features are available:

There is an expanded number of fields for each contact .
In a single working environment NetHunt CRM employees always have access to the necessary Gmail contacts and all the information that is tied to them. NetHunt provides real-time access and supports collaborative editing . This eliminates the need to wait for colleagues to prepare and send the necessary information, and greatly simplifies communication.
Emails, chats, and calendar events are automatically linked to their corresponding contacts , making navigation easier and giving you quick access to the information you need.
Current operations are also tied to contacts. Managers and management always see a comprehensive history of communication : correspondence, calls, notes, assigned tasks.
Maintaining Google contacts in NetHunt CRM includes simple filtering and segmenting of contacts . You can filter and segment contacts by any data that the company records in CRM: transaction amount, date of last sale, responsible manager, funnel stage - everything you need. These capabilities can be used to analyze and manage the work of a department or an individual employee. For example, you can find out how many deals each manager closed in the current period and for what amount. Contact segmentation is also used for various purposes. For example, you can send a letter to the desired segment or assign calls.
NetHunt CRM's capabilities for mass mailings are not limited to convenient segmentation. Once a segment is created, you can send an email to it directly from the CRM system, without using third-party services. Mailings can be automated , as well as using letter and document templates.
Another feature that appears when integrating NetHunt CRM and Gmail is viewing detailed contact information in email correspondence . To remind yourself who the letter is from and what stage the deal is at, there is no need to search for a contact in the database: just open the panel inside the letter or in the "Inbox" tab. With Google Contacts in NetHunt CRM, you can also perform operations such as bulk editing, merging, and reassignment.