Mashoom for Outlook
door Mashoom
Record contact information and email messages to Mashoom's Contact module.
Mashoom's add-in makes recording emails into Mashoom's Contact module quick and simple.
- Emails can be recorded in only 2 clicks
- Optionally edit and amend information to ensure you only record what you want to record
- Clever matching to existing contacts
At the click of a button, Mashoom parses a selected email and finds the organisation and personal contact information, as well as the content of the email. You then have the option to edit this information before saving it Mashoom's Contact module.
If the contact details from the email match existing data, the contact information updates the existing details and the email message is added to their activity log. If a firm match is found, no manual selection is required, making the process as quick as possible.
Email messages and the replay chain where possible can be recorded in one go. Every message in the chain can be amended so only the contents of the message you want to record can be. This stops useless information cluttering up your CRM; only record what is useful and important.
This add-in requires a Mashoom account, with the Contact module enabled. Pricing is based on pay-per-use basis, so you can test our full solution with no commitment or time limit.
Mogelijkheden van de app
- Gegevens via internet verzenden
- Deze app heeft toegang tot de persoonlijke gegevens van het actieve bericht, zoals namen van afzenders en ontvangers, e-mailadressen, de hoofdtekst en bijlagegevens. De app kan deze gegevens verzenden naar een service van derden. Andere items in uw postvak kunnen niet worden gelezen of gewijzigd.