Difference between revisions of "Tour of CRM2"
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Imagine someone on your team gets an email from your customer: | Imagine someone on your team gets an email from your customer: | ||
| − | [[Image:Crm2-100-email-from-customer.png]] | + | [[Image:Crm2-100-email-from-customer.png|700px]] |
The email is automatically tagged to the order that the customer is writing about. You can then start a discussion with other people at your company. To include someone in the discussion, use @name of the user, just like you would on twitter: | The email is automatically tagged to the order that the customer is writing about. You can then start a discussion with other people at your company. To include someone in the discussion, use @name of the user, just like you would on twitter: | ||
| − | [[Image:Crm2-200-internal-discussion-lookup-name.png]] | + | [[Image:Crm2-200-internal-discussion-lookup-name.png|700px]] |
The discussion is then sent to everybody by email: | The discussion is then sent to everybody by email: | ||
| − | [[Image:Crm2-400-discussions-sent-by-email.png]] | + | [[Image:Crm2-400-discussions-sent-by-email.png|700px]] |
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| + | Just click on the email and you see the message sent to you: | ||
| + | |||
| + | [[Image:Crm2-500-discussion-as-email.png|700px]] | ||
You can respond either by visiting the page for the order: | You can respond either by visiting the page for the order: | ||
| − | [[Image:Crm2-300-respond-to-dicussion-on-screen.png]] | + | [[Image:Crm2-300-respond-to-dicussion-on-screen.png|700px]] |
Or you can just respond to the email: | Or you can just respond to the email: | ||
| − | [[Image:Crm2- | + | [[Image:Crm2-600-respond-to-email-discussion-in-gmail.png|700px]] |
| − | [[Image:Crm2- | + | |
| − | [[Image:Crm2-700-respond-to-customer-email-from-gmail.png]] | + | The email responses show up in the order again. CRM2 keeps track of your discussion: |
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| + | [[Image:Crm2-800-email-response-shows-up-as-discussion.png|700px]] | ||
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| + | Also, when anybody at your company writes to the customer from their own email: | ||
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| + | [[Image:Crm2-700-respond-to-customer-email-from-gmail.png|700px]] | ||
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| + | CRM2 will synch with those email accounts and automatically log all those emails to the order, so you can see a full thread of what everybody in your company has discussed with your customer. | ||
Latest revision as of 20:23, 30 January 2014
Imagine someone on your team gets an email from your customer:
The email is automatically tagged to the order that the customer is writing about. You can then start a discussion with other people at your company. To include someone in the discussion, use @name of the user, just like you would on twitter:
The discussion is then sent to everybody by email:
Just click on the email and you see the message sent to you:
You can respond either by visiting the page for the order:
Or you can just respond to the email:
The email responses show up in the order again. CRM2 keeps track of your discussion:
Also, when anybody at your company writes to the customer from their own email:
CRM2 will synch with those email accounts and automatically log all those emails to the order, so you can see a full thread of what everybody in your company has discussed with your customer.
