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How to make your Gmail inbox into a productivity tool

If you use Gmail as your primary email client, you'll be happy to hear that you can link it to SuperOffice CRM through the Gmail link.

You probably spend a lot of your time dealing with emails.

You mIss one important email and that could be a lost sale. Or a lost opportunity to help an unhappy customer.

As a business owner, it's important to manage your inbox productively and store all important customer information and correspondence from your Gmail inbox into your CRM system.

This ensures that all important tasks are followed up on and important customer information is shared with everyone in your business.

In this demo we will show you how to:

  • Book time in your diary to follow up incoming emails
  • Archive an email as an inquiry for your colleagues to solve
  • And easily share information within the company

This is Abigail, she works in sales. Every day she gets a lot of emails. Some emails are for information, others are purely for reference. Some need to be shared with colleagues, and some require immediate action.

Let’s show you how Abigail uses SuperOffice in combination with her Gmail inbox to manage her documents and share them within the company in a simple and efficient manner.

Abigail gets an email from her customer who asks for some information on products and pricing.

As she needs some time to collect the requested material from her client, she doesn't reply immediately.

Instead she archives the email as a task into her diary in just a couple of clicks.

This way she doesn’t forget to follow up on this email request.

And to keep her inbox clean and easy to manage, Abigail has set SuperOffice to automatically remove the email from her inbox the moment she archives it.

Sometimes Abigail gets questions from her customers that require the attention of her colleagues in the customer support department.

When this happens, she archives the email as a request directly to customer support. The email then automatically ends up in the support queue, and her colleagues make sure to respond.

Recently Abigail has been busy organizing an annual event for VIP customers. That’s why she’s been getting a lot of messages from suppliers, partners, and customers regarding the upcoming event.

These emails contain a lot details and some critical information for future references.

Abigail archives such emails as documents under the project they are related to.

In this way her inbox stays clean and not a single email is lost.

We have now shown you how you can use your Gmail inbox in combination with SuperOffice to:

  • Book time in your diary to follow up incoming emails
  • Archive an email as an inquiry for you colleagues to solve
  • And easily share information within the company

This is just a small sample of how SuperOffice can helps you to be more efficient. Please take a look at our other videos, and learn more about how SuperOffice can help you to work smarter.

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