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Enhancing Email Management with Email-to-anything

With print operations spanning a wide range of sectors, the need for a streamlined and efficient email management system within their Salesforce environment was critical for this global brand.

use cases for q-assign and email to everything
“Implementing Email-to-anything was a strategic move that has paid off in terms of improved productivity and enhanced data management within Salesforce.”
Salesforce Administrator,
A Media and Printing Company
Email management solutions in Salesforce for the Media and Print industry

Case Study

Account name:
A Media and Printing Company
Industry / Sector:
Media and Communications
No. of employees:
10,000+
Department:
Service and Operations
Product:
Email-to-anything

Transforming Email Operations in Salesforce

This Media and Printing company is a major provider of diverse products and services to power the world’s leading brands. They were faced with the challenge of managing large volumes of emails daily, including those with image attachments.

Challenges

  • Hard Coding: Extensive reliance on Apex coding and workflows for managing emails in Salesforce. 
  • Email Volume and File Sizes: Handling large volumes of emails and big image files. 
  • Email History Management: Updating each Salesforce record with email information. 
  • Sensitive Information: Managing emails containing sensitive data such as billing details. 

Solution

  • Email Templates: Business units created their own email templates using Email-to-anything for efficient emailing. 
  • Workflow Reduction: The implementation of Email-to-anything significantly reduced the number of workflows, eliminating hard coding. 
  • Point & Click Configuration: Enabled supervisors and admins to manage configurations without IT dependency. 
  • High-Volume Management: Automated creation and update of over 1,000 records daily. 

Results

“The reduction in manual workflows and the ability to easily manage large volumes of emails has been a game-changer for our various business units.” 

  • Efficiency in Email Management: Streamlined email operations with reduced reliance on manual processes. 
  • Resource Optimization: Saved significant manpower previously dedicated to email management. 
  • Enhanced Data Accuracy: Improved email record-keeping with automated updates. 
  • Improved Responsiveness: Faster and more efficient email communication with clients and stakeholders. 
5+
Hours Saved Weekly PU
200%
Data Accuracy Improvement

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Summing Up

The adoption of Email-to-anything for Salesforce has revolutionized the email management processes at this company. By automating and optimizing email operations, they achieved significant improvements in efficiency, data accuracy, and overall productivity. 

To arrange a discovery call or to book a demo, email: sales@ortooapps.com

“Implementing Email-to-anything was a strategic move that has paid off in terms of improved productivity and enhanced data management within Salesforce.”
Salesforce Administrator,
A Media and Printing Company

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Case Study: Los Angeles Pacific University (LAPU) & Q-assign

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