Salesforce Email Management: From Chaos to Clarity
How to Seamlessly Manage Emails in Salesforce to Organize Work-Items, Automate Workflows and Drive Action. The Hidden Cost of Poor Email Management.
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.
How to Seamlessly Manage Emails in Salesforce to Organize Work-Items, Automate Workflows and Drive Action. The Hidden Cost of Poor Email Management.
Efficiency is doing things right; effectiveness is doing the right things.
Peter Drucker,
‘Father of management thinking’
Designed for mid-sized enterprises requiring expedited support and priority handling.
Engineered for large organizations demanding 24/7 dedicated support and customization capabilities
Response time
Screen sharing
Auto-triage – Triage leads, cases, work-items automatically
Classification – Classify inbound items automatically
Enrichment – Auto-enrich inbound leads, cases or any record
Sentiment Analysis – Assess case sentiment prior to assignment
AI Actions – Execute AI-powered “next best action”
Deflection – Deflect inbound items to AI Chatbots or other channels
Notification – Notify any agent of any action or update
Escalation – Escalate any record automatically
Prioritization – Prioritize inbound work-items automatically
Assignment – Advanced assignment systems
Ingest Emails – Append emails to any record/object
Send Emails – Send emails from any Object
Distribution Lists – Create email distribution lists in Salesforce
Email Templates – customize & launch from Salesforce
Draft emails – collaborate with colleagues/managers
Email History – View email conversations against any record
Active Listening – Listen to email replies. Capture them in Salesforce
Email-to-lead – Create, update and triage leads automatically
Email-to-lead – Create, update and triage leads automatically
Email-to-Opportunity – Create, update and triage opportunities
Email-to-Work-Order – Create, update and triage work-orders
Email-to-any-Object – Create, update and triage any Object