Customer relationship management has brought in a paradigm shift in the realm of customer handling. The CRM developers persistently work to bring in developments that deepen the relationship between customers and service providers.
Integrating SMTP (Simple mail transfer protocol) email with the CRM systems is one such development that has sharpened the CRM services.
More precisely, it allows businesses to establish communication with clients, share information, and promote products and services. With the integration, businesses can send and receive emails within their CRM systems. However, it is easier said than done. This article discusses the whereabouts of integrating SMTP with CRM systems.
What is SMTP?
Let’s begin with the basics…what is SMPT?
The SMPT protocol is a technical standard used for transiting mail over a particular network. The protocol enables the computers and servers to reciprocate data regardless of their software.
Furthermore, the protocol standardizes the way email reaches from the senders to the recipient, enabling widespread email delivery.
The networking protocols follow a process that is defined way before for data exchange. Furthermore, SMPT also defines a process for data exchange between the sender of the mail to the receiver. It is the user who usually interacts with the email client.
What Are The Special Features Of SMTP
In addition to mail transfer, SMTP includes some other features and capabilities. We discuss it in this section to suffice the requirements of learners of different stages. It is an important section on integrating SMTP with CRM.
Mail Forwarding
The SMTP server may accept mail from the non-local mailbox. Thereafter, they forward it to the appropriate destination. The mechanism may be similar to relaying. However, the most common example is when a user changes his or her email address.
Mail Gatewaying
There are certain SMTP servers that one may configure as email gateways. These devices translate the IP emails in the form that is most suitable for the other email systems.
Mail Relaying
The most prominent feature of SMPT mail is relaying. People used the protocol once in a “remaining mode” where the email was routed from one SMTP to another to reach the destination.
SMTP includes the capability to relay Mail from one server. Yes, you must meet some of the requirements to send the mail.
Mail Listing Expansion
The SMTP command can pinpoint the email addresses linked to the mailing list.
Finally, Turning
The original protocol included one command that allows the sender and receiver to change roles.
With the help of the protocols, the stakeholders can allow the SMTP server A to send emails to server B. This capability was not widely used for a variety of reasons, including security.
The Benefits of SMTP Email Integration with the CRMs
Businesses are continuously looking towards new technology to ease the business landscape. For instance, with services like Amazon digital services, you can do video streaming and store photos in your storage.
This is why enthusiasts keep searching, “What is Amazon Digital’’ to get the desired services? Similarly, the integration of SMPT emails brings diverse benefits to your CRM. Let’s check them out here to have a better idea of the development.
Streamlined Communications
Integrating SMTP with CRM systems allows you to send and receive emails on the platform. Thus, it eliminates the need for any separate email software. Consequently, you can streamline communications and make you track the communications you have established with the customers.
Increased Deliverability
Another key benefit associated with integrating SMTP with CRM is increased deliverability.
With the SMTP email servers, you can increase the chance of your emails reaching your prospects’ emails. As a result, your emails have a much better chance of being delivered.
Security Of Data
Another benefit of integrating SMTP emails with your business software is improving the security of data.
Moreover, integrating SMTP with CRM helps provide a secure way to send and receive emails. It can help you protect sensitive customer data, which is a must in business today, where threats of data theft.
Compatibility
Both the SMTP emails and integration with CRM work within the email service providers. It includes Outlook, Gmail, and others.
This means businesses can use their preferred email service and reap the benefits of integration with the CRM system.
Workflow Automation
We are integrating emails with the customer relationship management platforms, automating the email workflows.
It denies one can send and receive emails automatically. It can help businesses save adequate time and ensure consistent and timely communication with customers. Furthermore, using email signatures helps develop the business’s credibility and helps build a brand.
Steps To Integrate SMTP Emails With Your Business CRM
Now, we will discuss some of the steps you must follow to integrate SMTP emails with cloud CRM. But first, let’s understand the prerequisites to integrating the server
First is the email service provider’s access to setting up the FAQ. The others include CRM admin access, host IP, port number, email ID, and protocol details.
Now, you have two major steps involved in the integration of SMTP emails. The first is email configuration. The second point is integrating the server with the CRM.
Step1: Email Configuration
First, you must enable the 2FA in your email account. Then click on “manage your Google account”. Go directly to “security”. Finally, navigate it to the 2FA. Next, click on ‘Get started”. The final stage is entering the password.
Now, with your mobile phone, you need to go for a 2-step verification. Enter the codes when you are asked to do so. Now, you have to click on “Turn on.” It will enable you to authenticate.
Now, it’s time to set up the password and create the application. Hereafter, search on the app to set up the password. Now, create an app password.
Go to Mail and then choose Other (customer name). Add the name and then click “Generate”. Finally, you will generate the app password. Yes, it is a one-time password. Hence, you must copy it and keep it safe and secure. This constitutes our first step in the process.
Step 2: Configuring The Email
First, you will have to log in to the admin account. You will be able to integrate the SMTP server. Click “settings” to “integration” and then navigate to the “SMTP configuration”.
Click” integrate” on the Email card.
Set up the details of the SMTP server by entering them. This is the two-step procedure for integrating the SMTP emails with your business CRM.
Conclusion
Integrating SMTP with CRM includes challenges. But doing so is the need of the hour. However, you can take the help of the stakeholders and follow the defined steps to make it happen.