Email Management Email Management, the holy grail of CRM Software. It’s never really quite right, normally a manual process and usually requires add-ons and plug-ins that cause all sorts of support issues. No CRM Software Package seems to have cracked it, until Gold-Vision CRM came along.

You should have two main concerns when looking at how your CRM Solution will handle Email Management. Firstly, what kind of interface will my staff have to use to send their emails? and secondly, how are my emails going to be tracked on the system?

Gold-Vision CRM realises that your staff are all used to using Outlook for email. They understand it, they know where all the functionality is and they know that it works.

One of the hardest things when implementing a CRM Solution is getting buy in from staff. The transition from no CRM or another CRM to something new is a lot harder if the users don’t connect with the new solution quickly. Landing them with a whole new email system to use is not a good start. Gold-Vision Email Management uses Microsoft Outlook to avoid all these issues.

The next stumbling block is getting the emails you send and receive tracked against the appropriate record within your CRM Software.

Gold-Vision CRM is the only CRM Software solution that can automatically track all emails against the correct record without any human intervention and without any difficult to manage add-ons or plug-ins.

If you ask you staff to remember to add an email into CRM if it is important or relevant to something, some of the time they will forget. Even if you have a plug in that only requires a couple of mouse clicks, there is a danger emails will not be tracked.

There is a new level to Email Management that is unique to Gold-Vision CRM and that's tracking emails at the domain level. If you are working on a project and someone from the client sends you an email but they are not in your contacts list, what do you do? It’s not a problem, Gold-Vision will look at the domain and track the email against the correct account.

Why not let Gold-Vision CRM give you fully automated, hassle free Email Management. If you do, missing emails will be a thing of the past.