Email Integration

Email Integration in Omni Channel

by Sachin Kaushik,on Wed Jun 04,2019

Along with voice, email communication is the next big thing for contact centres. Our email management software can handle very large volume of emails. Emails can be routed on skills, round robin, equal distribution, subject based, sender ID based and Supervisor Assisted Email routing. Enables Higher level of productivity & efficiency Auto Reply to customer & SLA Management.

Email API integration allows you to connect your email service provider to your own platform and your marketing, sales, or CRM tools. In doing so, you can sync data and create hybrid, customized systems that empower your workforce and leverage your technology via a single interface.

Here is a rundown on some of the prominent benefits of integrating email with Omni Channel Communication System.

Easy Access Inbox

You can easily access your inbox from anywhere in the application. Simply click on the email icon in the navigation bar to open your mailbox.

Supports multiple inboxes

You can connect more than one mailbox in the CRM. This way you can manage all accounts in one place.

Quick email actions

Reply, forward, and archive emails swiftly with quick email actions. Simply hover over an email and choose the action you want to take.

Email notifications

Know exactly when you receive a new email with badge notifications in the CRM. When you get a new message, you’ll see a red badge notification on the email icon in the navigation bar.

Label and folder management

Manage your mailbox labels (Gmail) and folders (Outlook). Keep all email correspondence organized and segmented in the appropriate places.

View email history in record

Know what’s happening with each deal by viewing its email history. In addition to sending emails from a record, you can see emails sent and received in the activity stream of your records.

Holistic View

Integrating CRM solution with Email client eases the efforts of salespersons by eliminating the need of switching between Email accounts & CRM system in order to respond to a client’s email and getting an overview of the Customer’s information at the same.

Increased Responsiveness

Integrating CRM with email helps in reducing the response time to a substantial level, which ultimately helps in improving customer satisfaction. Addressing customer queries/enquiries instantly with the help of all customer related information consolidated at one place helps greatly in winning the deal.

Stay up-to-date with important stuffs

Email Integrated CRM system helps in synchronizing all the Contacts, Appointments, Emails etc. This helps in staying updated with the latest information of the customer such as Contacts, helps in finalizing the meeting planner with the help of appointments scheduler. Helps in responding to customer emails without having to switch between multiple applications to get the required customer information and then referencing to email in another system.

Seamless workflows

CRM workflows that help in automating the process flow can also be used to trigger automated emails with just a few clicks. CRM software integrated with your marketing automation system can gain profitable revenue by creating campaigns based on important factors within CRM. For example, if you capture contract expiration dates, you can execute a campaign based on that data.

Email Integration in Omni Channel

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