Get a 360 degree view of your organisations email communications.
We have found that the majority of our customers say that they wish to see all email communications, sent and received, however do not have all their staff using SugarCRM because of licencing costs.
A simple and ingeneous way round this is to give the BCC email address that you get inclusive with your SugarCRM subscription to all employees, and if they “BCC” the email address when sending out or if they forward onto this email address. Their email will automatically archive to Sugar and relate itself to either a target/lead/contact as well as the related account. This enables Sugar users to view the complete story, or the story that they did not know about!
Another brilliant way to use this email functionality is to create a contact in your phone as SugarCRM and then all of your email conversations from your phone, sent or received, will be in SugarCRM by using the above process.
The process to enable this functionality is to:
- Login to Sugar as a admin user and go to the admin panel.
- Find the Email Archiving button under the Email section.
- Agree to the terms and the privacy agreement.
- Upon accepting the terms. Once the service is enabled, the email address to use for the service will be displayed.
This prevents any missed communications, enabling you a complete view of the customer.