Are you Email Searching or Email Handling?
Communication between employees and clients or suppliers is absolutely critical. Written confirmation of correspondence completely reinforces your rights as a company. We can all say we have been in a ‘he said, she said’ situation, which is unpleasant for both parties. But how do we avoid losing sight of this communication? It is a time consuming process looking back through hundreds of emails, trying to find the one that states you are in the right and especially if it was sent from a colleague, as you can’t access their emails.
To give you a an example, with BusinessMan CRM, all of your emails are pulled into the system from whatever email client you are using and it doesn’t matter how many addresses you have. You check your inbox when you come in, as sip your morning coffee and select the ‘post’ button to push the ones you want to display next to your customer. Assuming all of your colleagues are
doing this too, hey presto, all of the email communication associated with a client or supplier is logged in their account, as the system transfers it as soon as you post. Any communication that has been sent to the client doesn’t need to be posted as it has been sent directly from the customer account anyway.