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Update crm.md (#14084)
added gmail <> vitally connection instructions
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contents/handbook/growth/sales/crm.md

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We use [Salesforce](https://posthog.lightning.force.com/lightning/page/home) as our customer relationship management ('CRM') platform. If you need access, you can ask <TeamMember name="Mine Kansu" photo /> for an invite.
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As a first step, make sure you connect your Gmail account under your Salesforce settings. Go to Settings → Connected Accounts → Gmail and connect it. This ensures all your customer emails sync automatically with Salesforce. This is essential so that we capture the full customer context and avoid duplicate or conflicting outreach.
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As a first step, make sure you connect your Gmail account under your Salesforce settings. Go to Settings → Connected Accounts → Gmail and connect it. This ensures all your customer emails sync automatically with Salesforce.
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Next, make sure your Gmail account is connected in <PrivateLink url="https://posthog.vitally-eu.io/settings/profile/gmail">Vitally</PrivateLink>. This is essential so that we capture the full customer context and avoid duplicate or conflicting outreach.
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As a general principle, we try to make sure as much customer communication as possible is captured in Salesforce rather than in individual email inboxes so that we make sure our users are getting a great experience (and not confusing or duplicate messages from different team members!). You should use the channel that suits the user, not us. Just make sure you keep Salesforce up to date with your interactions. We’ve found Slack messages usually get better response rates than email.
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