Salesforce Email Automation: 10 Powerful Use Cases
Email-to-anything is a Salesforce Email Automation solution which streamlines workflows, reducing manual input and improving overall efficiency
Discover the application potential of Q-assign and Email-to-anything and how they revolutionize task management and email integration.
Explore success stories and discover the transformative impact of Q-assign and Email-to-anything as they empower businesses to streamline operations andenhance productivity.
Email-to-anything is a Salesforce Email Automation solution which streamlines workflows, reducing manual input and improving overall efficiency
Efficiency is doing things right; effectiveness is doing the right things.
Peter Drucker,
‘Father of management thinking’
Break your dependence on clunky email marketing tools. Create tailored distribution lists, send emails from any object, and effortlessly capture replies. Use customizable templates for brand cohesion and employ AI-powered triggers for smarter follow-ups. From sending product release notes to newsletters and pricing updates, Comms Manager enables you to streamline workflows, enhance engagement, and make every communication count. Experience a new standard in efficient, data-driven communications.
Fantastic product…empowered us to interact with our customers in an automated manner to send & receive documents
Paul Newton,
Energy Efficiency Advisor
Send business updates to customers (e.g. product release notes) and send other emails which might expect a response. Listen for replies and route them into Salesforce. Append them to all relevant Salesforce records. View email threads in Salesforce. Extract pertinent data from replies, update fields automatically and trigger next action.
Keep your members engaged with targeted updates and newsletters. Use Comms Manager to create distribution lists, send emails directly from Salesforce, and capture replies for future engagement strategies. Scan replies for keywords and other pertinent data. Trigger next action
Comms Manager can listen for replies to marketing emails sent from any marketing automation tool. Capture them in Salesforce, scan for pertinent information and update fields automatically, where relevant. Even trigger automated actions based on the content.
Streamline Channel Communications with automated, personalised messages to resellers, distributors, and suppliers. Utilize distribution lists for product updates and capture replies for immediate follow-up actions. Built-in AI analytics can offer key insights into partner engagement, while the native Salesforce integration ensures compliance and robust record-keeping
Send updates to donors on how their contributions have been utilized. Share annual reports, or other business-related communications. Also capture responses to marketing emails sent from email automation tools like Pardot, Hubspot or Marketo.
Send important emails to students from Salesforce. Create segmented distribution lists based on interests and other attributes. Capture replies and trigger field-updates based on the content of each email. Trigger AI-driven sentiment analyses. Trigger automated email sequences.
Create distribution lists
Send email from any object
View email history
Create and share email templates
Distribute business updates
Trigger autoresponders
Trigger next action
Leverage AI models
“Excellent support. The product is equally fantastic and has closed a major gap in Salesforce’s email logging capabilities.“
Joe Joinson,
Protos Networks
Minimum 20 users. Volume pricing available. Discounts for Not for Profits. Contact us to discuss pricing details, bundling and terms. Get started with a FREE 30-day trial.
Comms Manager is a Salesforce email management tool designed to send emails from Salesforce, capture responses, trigger automations, use Salesforce email templates, and drive engagement, transforming business communications efficiency and effectiveness.
It allows for sending personalized emails from Salesforce to distribution lists, capturing replies and triggering field updates based on content, deploying automated responses, and leveraging AI for smarter follow-ups, enhancing productivity and collaboration.
Yes, Comms Manager enables users to create personalized distribution lists and send emails from any Salesforce object to these lists, making it easier to manage large-scale communications.
It listens for email replies, captures them in Salesforce, appends them to all relevant Salesforce records, and can trigger field updates or next actions based on the content of these replies.
Yes, it supports deploying automated responses and leveraging AI to auto-triage replies, trigger next actions, and provide data-driven insights for smarter decision-making.
Use cases include sending business updates, membership notifications, capturing replies from marketing automation tools like HubSpot, Pardot, or Marketo, streamlining channel communications, and sending notifications to donors or students.
Features include the ability to create distribution lists, send email from any object, capture replies in Salesforce, view full email history, share email drafts, distribute business updates, trigger autoresponders, and leverage AI models.
Organizations looking to streamline their email communications within Salesforce, including businesses, charities, educational institutions, and any Salesforce users requiring efficient email management and engagement strategies.
Yes, there is a free, no-strings-attached 30-day trial available, allowing users to fully explore the features of Comms Manager before making a purchase.
Pricing starts from $19 per user per month, with a minimum requirement of 20 users. Volume pricing and discounts for Not-for-Profits are available upon request.