messaging

Can your CRM system do this ?

Take a look at the image on the left. It’s a BizAutomation Inbox which gets its email from this user’s GMAIL.

See the Alert Panel column ? It’s actually showing you the business activity associated with the person the message is from. For example, that $ Sign indicates that Carl and Priya belong to a company that has an open A/R in Accounting. You can see how useful that is right ? So, can your CRM do that ?

Key Benefits

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Replicates your inbox with business alerts from within BizAutomation.

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Send email from BizAutomation using Email Templates you create as needed.

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Synchronize your calendar with your Google calendar.

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Outbound email templates can use merge fields from organizations, contacts and orders, and any custom field you add.

 

So for example if you wanted to include a a quote or an order right in the body of the message, you could. You can also combine this with workflow automation, and automate custom messages.