Email-to-anything can automatically create and update any record in any Salesforce object from inbound emails. The Dynamic Plug-in Actions enrich these records, classify them based on predefined parameters, prioritize work-items, and even trigger a sequence of automated tasks and workflows. This has a transformative effect on business operations.
Personas
- Support Person – Receives support requests, tickets, and other work items all day, every day
- Help Desk Manager – Runs the helpdesk and is a key stakeholder in any SR or ticket management system
- Business Analyst – Manages reporting and analytics to assess the efficacy of email-driven work management.
- Salesforce Administrator – Oversees the overall Salesforce app configurations, ensuring functional alignment.
Problem Statement
Support teams and Help Desks are continually struggling to work through their workloads in the most effective manner, leading to inefficiencies and inaccuracies.
- Manual Inputs – Labor-intensive and susceptible to human errors.
- Data Inconsistencies – Elevated risk of imprecise data capture.
- Response latency – Protracted intervals in executing subsequent actions.
- Regulatory Non-Compliance – Fluctuating data integrity heightens compliance-related vulnerabilities.
- Low ROI – Allocation of resources to low-value tasks erodes return on investment.
- Employee Disengagement – Recurring, monotonous activities diminish workforce enthusiasm and engagement.
Solution
Email-to-anything transforms these challenges by orchestrating the ingestion and real-time modification of Salesforce work-items via email. This effectively means that any team running on Salesforce can set-up thei own, low-cost, native ticketing system in Salesforce, to manage support requests, tasks, trouble tickets or any other work-item.
- Work-Item Generation – Transforms inbound emails into structured Salesforce records applicable to any object.
- AI-Powered Classification – Leverages artificial intelligence to categorize and segregate work-items, thus automating the item’s lifecycle stage assignment
- Data augmentation – Employs Plug-in Actions that invoke AI models to enrich existing records with real-time data
- Real-Time Notifications – Dispatches real-time alerts for any updates or creations in work-items, optimizing action cycles
- 100% Native Integration – Native Salesforce integration facilitates fluid and secure operational continuity
- Object-agnostic Email Functionality – Enables email sending capabilities from a diverse range of Salesforce objects like Tasks, Work Orders, and custom objects
Benefits
- Operational streamlining – Utilize automation to redeploy your team’s bandwidth towards strategic imperatives
- Data Accuracy – Achieve unparalleled accuracy in work-item data through AI-enhanced functionalities
- Faster Response Times – Real-time alerting mechanisms enable immediate responses, increasing the efficacy of work-item management
- ROI Maximization – Attain amplified returns by reallocating resources from manual labor to revenue-generating activities
