Convert your customers’ emails into a new type of CRM activities
Like many salespeople, you spend your day in Outlook, communicating with customer and prospects. These emails often drive your daily CRM work but prioritizing and managing them in Outlook is difficult since Outlook has no awareness of the CRM context in which these emails are received or sent.
The Actionable Emails tools is designed to bridge that gap and allow you to mark emails as actionable so they can be queued, sorted, prioritized and viewed as activities in the right context. You may choose for example to prioritize your response by size of opportunities, or sort and respond to emails based on their related accounts.
Actionable Emails effectively become your daily action items. This way its easier for you to manage them to ensure that your time is spent where is matters and that no customers email fall through the crack.
Schedule an appointment with us to
discuss your requirements and see
the system in action