What you agreed with a customer lives in the inbox of whoever spoke to them. When they are away, nobody knows what was promised.
What comes in
Correspondence and meetings.
- Gmail
- Outlook
What it gives you
What was agreed by email no longer sits in one employee's inbox.
Three things you can do once it is connected
See everything about a customer
Emails, conversations and meetings sit on the same customer record, in order.
Know what was scheduled
Meetings from the calendar appear beside what was said before and after them.
Turn agreements into knowledge
An answer sent by email that applies to everyone enters the knowledge base, after approval.