EMAILSCOOP – Email Tracking Services for MS Dynamics CRM
GET MORE VALUE FROM YOUR CRM:
- Pipeline transparency: all the communication connected with lead generation/nurturing and account management activities are visible at all company levels
- Better collaboration: all CRM users who follow a project have the full picture of the ongoing communications
- More time for important things: automation reduces the workload of sales and marketing specialists because they no longer have to register the incoming and outgoing emails manually
- No data loss: the beauty of tracking emails is that even if the user deletes the tracked message in the mail client, there will still be a copy saved in Microsoft Dynamics CRM
- Increased information security: despite all of the above-mentioned, certain emails, especially at the CxO level, should not be tracked because they may contain highly confidential data and our tool enables confidentiality-sensitive settings
FUNCTIONAL DESCRIPTION OF EMAILSCOOP (IN COMPARISON WITH MS CRM STANDARD TRACKING TOOL FOR OUTLOOK)
| Features | EmailScoop by Us | MS Dynamics CRM tracking tool for Outlook |
|---|---|---|
Incoming emails | All inbound emails are tracked automatically. In the following specific cases email tracking should work also:
More rules can be added on demand. | Sometimes the tracking is inconsistent, e.g. when incoming emails are moved by rules to other folders |
Outgoing emails | All outbound emails are tracked automatically. In the following specific case email tracking also works:
More rules can be added on demand. | CRM users have to check the tracking box for each outbound email manually (potential risk in case a user forgets to apply this setting) |
Smart matching | All incoming/outgoing emails tracked in CRM are linked to a company (if company or its contact is in “from”, ”to”, ”cc”) | Intelligent association of emails with opportunities is available, however disabled in certain scenarios |
Email history | Uploading, matching and synchronizing of all the email history on the server from the pre-CRM period | Not available |
Different providers | Equally tracks emails from Exchange Server as well as through any other IMAP/POP3 email provider | Only MS Outlook |
Exceptions and privacy settings | Emails from certain users should not be tracked, e.g. CxO, in case there are no other CRM email-enabled users in “From”, “To” or “CC” (they can still be tracked manually via Outlook plug-in) | Not available |
Creating new CRM contacts | The tool detects business emails according to certain rules and even if they are not from a CRM contact, a new company/contact is created automatically with all the necessary attributes according to specific rules (for example, an email from an employee personal address which comes as a reply to an email sent to [email protected]) | Not available |
OUR SERVICES
With a moderate cost on top of the standard licensed package, the custom solution from us is considerably more manageable and is highly recommended as a complementary part for Microsoft Dynamics CRM installations.
In this regard We offer the following services:
- To analyze business processes managed by the CRM system and create a customized EmailScoop service based on the requirements and specifications
- To deploy the email tracker on top of Microsoft Dynamics CRM, synchronize and fine-tune the solution
- To provide necessary maintenance and support to ensure excellent performance of the service
- To prepare user guides and make CRM introduction trainings for end-users
