A Microsoft-verified CRM system that can handle all your business emails automatically might just be the business process breakthrough you’ve been looking for.
But you now have email duplication, your staff is unsure on which platform to respond, and whenever you do visit Outlook, you have 11278 unread emails.Your CRM system seems to do everything right. Your emails are integrated into your CRM system, and everything looks neatly set on your end. But when you want to change CRM software, you lose your email trails and have no proof of your communications.an informative paper trail.An email audit trail is like a spare tyre on a road trip. You don’t think about it, but when you need it, you’re stuck without it.Keeping detailed records of communications is mandatory in various industries to avoid potential fines and legal issues. Periods of document retention vary depending on the industry, commonly between 3 and 7 years in South Africa.
It not only declutters inboxes but also ensures a cohesive and comprehensive audit trail of interactions. This sets a new standard for efficient business communication.This Business Process Map depicts the process happening in the background of our CRM’s direct email integrationThe objective is to ensure that all communication between clients and leads is conducted via the CRM, while any sensitive information, spam or supplier communication is handled through Outlook unless you decide otherwise.