Email-to-anything is a Salesforce Email Automation solution which streamlines workflows, reducing manual input and improving overall efficiency
Reliance Matrix’s Salesforce Pre-Sales Process Transformation with ‘Email to Anything’
Reliance Matrix required a Salesforce solution that could efficiently integrate and manage emails, an essential communication channel for the pre-sales process. They needed an email tracking solution that would not only accommodate their growing operational demands but also improve overall customer interaction and satisfaction. Email-to-anything has improved visibility of their sales pipeline and cut their time-to-quote in half.
Based in Philadelphia, Reliance Matrix is a leading provider of insurance and absence management solutions for employer groups of all sizes. A member of the global Tokio Marine Group, Reliance Matrix combines Reliance Standard Life Insurance Company, an A++ rated benefits carrier; and Matrix Absence Management, a leading absence third party administrator (TPA).
The introduction of ‘Email to Anything’ (E2A) meant that all email communications between the Sales team and the customer were tracked automatically and intelligently within Salesforce.
“The support and flexibility of the E2A team were crucial to the success of this implementation.”
Marie Reddy, Manager, Salesforce Solutions
The integration of ‘Email to Anything’ (E2A) within Salesforce at Reliance Matrix showcases the company’s commitment to enhancing operational efficiency and customer communication. This strategic move not only streamlined their email management processes but also fostered an environment of transparency and rapid response, ultimately contributing to record sales and customer satisfaction. The success of this implementation underscores the importance of adaptive solutions in meeting evolving business needs and the significant impact such tools can have on a company’s productivity and growth.
