Can your CRM do this?
Discussion
Since God was a boy, I've been using Outlook to handle emails, then dragging over to the yellow Windows files before renaming, so Word docs, PDFs, pictures and emails are all in one place.
This is, of course, very time-consuming and my client management is non-existent.
Just been looking at Zoho, Capsule CRM and Salesforce, but they seem to fall short of what I'm after - a simple, cloud-based CRM service, which automatically files incoming and outgoing emails according to the contact name AND stores these along with other file types.
Can anyone's CRM do this?
I was even thinking of making my own mashup using Zapier and Dropbox but this isn't doable.
This is, of course, very time-consuming and my client management is non-existent.
Just been looking at Zoho, Capsule CRM and Salesforce, but they seem to fall short of what I'm after - a simple, cloud-based CRM service, which automatically files incoming and outgoing emails according to the contact name AND stores these along with other file types.
Can anyone's CRM do this?
I was even thinking of making my own mashup using Zapier and Dropbox but this isn't doable.
davepoth said:
I think you can probably do this in VBA. Making the search "fuzzy" enough to file the emails and attachments consistently will be a challenge but I reckon it would be feasible.
I’m reasonably tech-savvy, but I think this is a bit beyond me!Mr Overheads said:
We use Capsule and every single email in and out gets uploaded to Capsule and attached to the correct record.
Need an Outlook rule for inbound emails and a bcc plugin (from ablebits) for the outbound
Thanks – Ablebits is a revelation. Once bcc’d to Capsule, does Capsule automatically place the email in the right File and/or Case? I’ve got a trial version on the go but can’t see how this is doable…Need an Outlook rule for inbound emails and a bcc plugin (from ablebits) for the outbound
surveyor said:
Podio with an add on called podio mail
This looks amazing – almost too good to be true. Just beginning to explore the possibilities with a trial account. Yet to find Podio Mail, but must be there somewhere.richatnort said:
Oracle RightNow is what we use at work. You can use business rules to put incoming emails from certain people into specific queues for you to work.
It sounds like your a 1 man band and this is for medium to large companies but might work for you.
Yup, I’m a one-man band, but do collaborate with others under my brand on a project-by-project basis. This looks a little OTT for me, though.It sounds like your a 1 man band and this is for medium to large companies but might work for you.
http://www.globimail.com
It is great
To automate things I also use globiflow
For instane when I book a Job in the status changes to booked and client gets a confirmation email. Because this includes the reference any reply get tagged on to the job.
It is great
To automate things I also use globiflow
For instane when I book a Job in the status changes to booked and client gets a confirmation email. Because this includes the reference any reply get tagged on to the job.
surveyor said:
http://www.globimail.com
It is great
To automate things I also use globiflow
For instane when I book a Job in the status changes to booked and client gets a confirmation email. Because this includes the reference any reply get tagged on to the job.
Thanks.It is great
To automate things I also use globiflow
For instane when I book a Job in the status changes to booked and client gets a confirmation email. Because this includes the reference any reply get tagged on to the job.
So much to get your head around with Podio. It's quite a different beast from Capsule.
I wish Podio was more email-friendly. I know they want everyone within their system, but I'm reaching out to upstream clients - so if they're using email so must I.
Can you store documents in the contact's file as well as emails? I'm aiming to have all doc, pics and emails in one place...
Spent a bit of time on this recently and came to the conclusion that email integration with many cloud CRM's is still a little disappointing! Years ago when I just ran a windows desktop with Outlook I could use any number of locally installed CRM programs like ACT!, Goldmine etc. Now I'm mostly on a mac and the best solution that many cloud CRM's can offer is BCC'ing an address, which I'm not keen on.
That said, capsule has become my favourite CRM for my needs so I'm willing to overlook the email side of things. If I still used MS outlook then I would probably look more closely at the combination of Office365 and MS Dynamics CRM.
That said, capsule has become my favourite CRM for my needs so I'm willing to overlook the email side of things. If I still used MS outlook then I would probably look more closely at the combination of Office365 and MS Dynamics CRM.
Bikerjon said:
Spent a bit of time on this recently and came to the conclusion that email integration with many cloud CRM's is still a little disappointing! Years ago when I just ran a windows desktop with Outlook I could use any number of locally installed CRM programs like ACT!, Goldmine etc. Now I'm mostly on a mac and the best solution that many cloud CRM's can offer is BCC'ing an address, which I'm not keen on.
That said, capsule has become my favourite CRM for my needs so I'm willing to overlook the email side of things. If I still used MS outlook then I would probably look more closely at the combination of Office365 and MS Dynamics CRM.
I was very close to signing-up with Office 365 (apart from anything else I like the idea of keeping it all MS), but Dynamics seemed to get poor reviews, and it ain't cheap.That said, capsule has become my favourite CRM for my needs so I'm willing to overlook the email side of things. If I still used MS outlook then I would probably look more closely at the combination of Office365 and MS Dynamics CRM.
Capsule remains a contender, but looks a little simplistic - looking after marketing and PR needs a different set-up to sales (I manage both).
Am going to give Podio a shot first: it holds a lot of promise if I can work it all out.
Benjaminpalma said:
surveyor said:
http://www.globimail.com
It is great
To automate things I also use globiflow
For instane when I book a Job in the status changes to booked and client gets a confirmation email. Because this includes the reference any reply get tagged on to the job.
Thanks.It is great
To automate things I also use globiflow
For instane when I book a Job in the status changes to booked and client gets a confirmation email. Because this includes the reference any reply get tagged on to the job.
So much to get your head around with Podio. It's quite a different beast from Capsule.
I wish Podio was more email-friendly. I know they want everyone within their system, but I'm reaching out to upstream clients - so if they're using email so must I.
Can you store documents in the contact's file as well as emails? I'm aiming to have all doc, pics and emails in one place...
If you have a contact app then yes you can store docs with it.
Well, I've spent many an hour looking at all the options. Here's how my new system is going to work.
I'm going with Podio as my CRM, because of it's flexibility (once the much steeper learning curve is overcome).
As for emails, because Podio was designed as a project management app, it wants to convert the world to the Podio message board system and doesn't want much to do with email. I tried both the third party add-ons to bring emails into Podio: they (kind of) work but would be quite cumbersome for me as they store emails opened-up - which with dozens of emails going to and fro is not going to be workable.
Instead, I've set up an Outlook.com account, with a hierarchy of folders and rules to file incoming mail into each client's folder - and there they'll stay. There'll be a single link to each Outlook.com client folder contained in each client file in Podio.
As for email attachments, Outlook.com comes with Onedrive - which is like Dropbox - and all attachments get dumped in there automatically. I will set up Onedrive folders for each client and put all their documents in there manually.
The whole system will be simple, robust and entirely cloud-based.
Have I missed anything?!
I'm going with Podio as my CRM, because of it's flexibility (once the much steeper learning curve is overcome).
As for emails, because Podio was designed as a project management app, it wants to convert the world to the Podio message board system and doesn't want much to do with email. I tried both the third party add-ons to bring emails into Podio: they (kind of) work but would be quite cumbersome for me as they store emails opened-up - which with dozens of emails going to and fro is not going to be workable.
Instead, I've set up an Outlook.com account, with a hierarchy of folders and rules to file incoming mail into each client's folder - and there they'll stay. There'll be a single link to each Outlook.com client folder contained in each client file in Podio.
As for email attachments, Outlook.com comes with Onedrive - which is like Dropbox - and all attachments get dumped in there automatically. I will set up Onedrive folders for each client and put all their documents in there manually.
The whole system will be simple, robust and entirely cloud-based.
Have I missed anything?!
Benjaminpalma said:
Well, I've spent many an hour looking at all the options. Here's how my new system is going to work.
I'm going with Podio as my CRM, because of it's flexibility (once the much steeper learning curve is overcome).
As for emails, because Podio was designed as a project management app, it wants to convert the world to the Podio message board system and doesn't want much to do with email. I tried both the third party add-ons to bring emails into Podio: they (kind of) work but would be quite cumbersome for me as they store emails opened-up - which with dozens of emails going to and fro is not going to be workable.
Instead, I've set up an Outlook.com account, with a hierarchy of folders and rules to file incoming mail into each client's folder - and there they'll stay. There'll be a single link to each Outlook.com client folder contained in each client file in Podio.
As for email attachments, Outlook.com comes with Onedrive - which is like Dropbox - and all attachments get dumped in there automatically. I will set up Onedrive folders for each client and put all their documents in there manually.
The whole system will be simple, robust and entirely cloud-based.
Have I missed anything?!
It's worth emailing the developer of GlobiMail. He may be able to suggest something to get it integrated. I started in a similar way, but am finding it far more useful inside Podio than I anticipated. The chap is very helpful and proactive.I'm going with Podio as my CRM, because of it's flexibility (once the much steeper learning curve is overcome).
As for emails, because Podio was designed as a project management app, it wants to convert the world to the Podio message board system and doesn't want much to do with email. I tried both the third party add-ons to bring emails into Podio: they (kind of) work but would be quite cumbersome for me as they store emails opened-up - which with dozens of emails going to and fro is not going to be workable.
Instead, I've set up an Outlook.com account, with a hierarchy of folders and rules to file incoming mail into each client's folder - and there they'll stay. There'll be a single link to each Outlook.com client folder contained in each client file in Podio.
As for email attachments, Outlook.com comes with Onedrive - which is like Dropbox - and all attachments get dumped in there automatically. I will set up Onedrive folders for each client and put all their documents in there manually.
The whole system will be simple, robust and entirely cloud-based.
Have I missed anything?!
surveyor said:
It's worth emailing the developer of GlobiMail. He may be able to suggest something to get it integrated. I started in a similar way, but am finding it far more useful inside Podio than I anticipated. The chap is very helpful and proactive.
Thanks very much.He'd also have to overcome the problem of not being to able to open any documents in Podio - whether attached to a Globimail redirected email or just attached to a Podio item: they all have to be downloaded and opened locally. OneDrive allows items to be opened in a new window - with the latest version of Word - and all for free. All seems too good to be true...?
I'm not quite sure how happy I am with a small third party like Globimail potentially having access to my emails. I know he says on his website that he only accesses emails if there's a problem, but am still not too happy about that kind of setup. Also, my research came up with a number of integration solutions providers whose business folded since the article about them was written. If this chap called it a day that would cause a massive headache, whereas Citrix and Microsoft are much large businesses.
Outlook has an awesome plugin to do CRM stuff.
http://office.microsoft.com/en-gb/outlook-help/dow...
There are some good videos on youtube that explain how to use it.
http://office.microsoft.com/en-gb/outlook-help/dow...
There are some good videos on youtube that explain how to use it.
I think Pipedrive does it. There is a unique email address that you bcc into emails for each customer/deal and it stores all comms.
We struggled with using a crm system for years. I bought ACT, salesforce, Capsule, but they were either too complex for the sales team or didn't have enough features. Pipedrive we stumbled across recently and it is brilliant. Does it all and is easy to use.
We struggled with using a crm system for years. I bought ACT, salesforce, Capsule, but they were either too complex for the sales team or didn't have enough features. Pipedrive we stumbled across recently and it is brilliant. Does it all and is easy to use.
Benjaminpalma said:
Instead, I've set up an Outlook.com account, with a hierarchy of folders and rules to file incoming mail into each client's folder - and there they'll stay. There'll be a single link to each Outlook.com client folder contained in each client file in Podio...
I think this part might be the weak link in the chain. Relying on rules to process all client emails is a bit cumbersome and wouldn't you want to use your own domain name for an email address? I believe custom domains were quite recently dropped from outlook.com.Gassing Station | Business | Top of Page | What's New | My Stuff