Welcome to the world of email automation. A powerful CRM extension/Add-on should hold all of the necessary detail to run your business. Email is one of the most important parts of your business and needs to be fully combined into the CRM. Precious data comes into your business from emails and this will be the necessary data is the source of Leads, Contacts, Opportunities, Cases, etc. This powerful module will automate the formation of data that will build your database, improve your sales & services, maintain bonding with the customer and eliminate lost opportunities.
Importance of Emails in Business
Emails are the latest and widely used business communication system that is reinforced by information technologies. Importance and uses of email in business communication are significant than any other communication tool. Practically all kinds of the profession, office work, commerce and works, email communication is one of the easiest and low-cost business transmissions techniques. Nowadays emails work like legal agreements.
In every day business works like buying and marketing, advertising, commerce and vocation, email may be a fast technique to exchange info by speaking, writing, subscribing, sharing, reporting, and presenting info. It’s the best method to communicate with your customer and solve their queries. Communication in business is very important and very high when it’s through the digital medium.
SugarCRM Email to any module for Professional comes in “Create cases from inbound email” attributes. Many businesses follow the old techniques and templates for grappling customer information for their use but it takes a lot of time and also killing the efficiency. Here is the solution, SugarCRM Professional Email2lead automatically create records from inbound emails, set target modules can be of your choice like Leads, Contact, Accounts or any custom module. You can easily fetch the information of customers from inbound emails and create a new record into any module of your choice.
Here are the simple steps using this automated tools-:
- Organize your inbound Email inside SugarCRM admin -> Inbound Emails region.
- Setup your Target module, Parsing formats and configure rules
- Keep them “UnAssigned” or assign to anyone by default?
- Setup notification recipients
Upon generating new records, you can choose whom to notify, it can be a SugarCRM user or any custom email address. Here you need to clear in mind to avoid any email address which is already set up under email automation.
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