Most companies have a standard email id for sales related inquiries like info@mycompany.com or sales@mycompany.com and also for jobs like work@mycompany.com or jobs@mycompany.com.
Benefits include:
- Emails become a part of the system and you are not dependant on an individual to reply them. This means you get rid of the "volunteer dilemma" which essentially means that no-one replies because they think someone else will reply.
- You can ensure that ALL mails get replied. The #1 factor in customer satisfaction is the speed of reply, hence by getting regular status, you can start replying things fast.
- Monitoring: You can also monitor the quality of reply and review.
- Archival: All these emails get archived automatically.
- Integration: You can link all these to existing Leads or Contacts so that your entire communication history can be saved.
Since we had already made a system to pull support emails from our Support id (since we needed it badly). It was only a matter of extending it to sales and jobs.
Sales Integration
- Setup the sales integration go to Setup > Email Settings > Sales Email Settings
- Enter your email information. If you are not sure, call up your email administrator.
- All emails from existing Leads, get tagged in Leads and their status becomes "Open"
- For all emails from new persons, a new Lead is created in the system.
- You can reply from the Lead itself, and the status on replying becomes "Replied".
Jobs Integration
- Setup the sales integration go to Setup > Email Settings > Jobs Email Settings
- Enter your email information. If you are not sure, call up your email administrator.
- When someone sends an email applying for a job, a new "Job Application" (in HR) gets created and its status become Open.
- When the job applicant replies back, a new Communication gets added to the Job Applicant and its status becomes open.
This is the first step in deeper email integration into ERPNext. We understand that a lot of business information gets recorded in emails and we want to slowly bring individual email accounts into the system.