Are you losing track of your emails? Does it happen to you that you do not know what you have written to whom, and when you should respond?
Thanks to this module, you can easily link your email and activities and thus every email sent to you can be saved in Mango. If the given email is also assigned to a person in the address book, the activity will be saved to the given company. If you don't have it saved, you can easily pair it and assign it. In order to protect the privacy of users, each such automatic activity must be verified by the user that it is indeed correct.
Connecting e-mail and Manga is possible in two ways and that:
1.) via IMAP server
2.) via Outlook 365
After the connection is made, Mango will pull all sent emails of the given user into the activities.
As part of setting up the connection of emails and Manga, you can set whether you want to exclude certain email addresses from synchronization, or you can also set up the entire domains that you want to exclude from synchronization.
However, if you want an e-mail to be downloaded to Manga but without its content, you can add e-mail addresses to omit the body of the e-mail. That is, an e-mail without content will appear in mango. Even with this variant, you can mark entire domains.
Most e-mail activities uploaded to Mango should be subject to verification by the user, but the user can also set up automatic verification in his personal settings, and thus every e-mail will be automatically verified.
This is how beautifully Mango collects your e-mails during the day, which await your verification and possible deletion in the activity section. You won't lose anything and you can delete what you don't want to be seen.
Linking emails and our CRM system has several advantages:
Automatic saving of communication. All e-mails between you and the customer are automatically recorded in the CRM system, giving you a complete overview of the communication history. You open the client card and have an overview of all e-mail and telephone communication.
Better organization. Mango groups all communications by contact, which means you'll never lose track of when and what you dealt with a given customer.
Faster response. Access to all relevant customer information from one place makes responding to their requests or questions more efficient.
Simplified planning and follow-up. The CRM system can automatically plan next steps or notify salespeople when it is necessary to contact the customer again.
Example of use:
- A businessman sends the offer via e-mail and it is automatically saved in the CRM. In a few days, the system will remind the merchant that he should contact the customer to get feedback on the offer.
Connecting e-mails and the CRM system simplifies work, increases the efficiency of teams, and improves customer service.
