SEND EMAILS (INCLUDING WEB FORMS) TO ANY SALESFORCE OBJECT

Set up email services in SFDC to send emails (including submitted web forms) to any Salesforce object. Forward or CC to unique SFDC email addresses, or set up auto-forwarding from bespoke mailbox.

CREATE LEADS, OPPORTUNITIES AND CASES AUTOMATICALLY

Increase efficiency by creating Leads and Cases (or any object) automatically from inbound emails. Increase throughput, eliminate manual errors and boost your overall productivity.

USE INTELLIGENT ASSIGNMENT TO INCREASE CONVERSION RATES

Match Leads or Cases to your best available agent, based on experience, product knowledge, territory, language or any other specified criteria. Boost conversion rates, sales and CSAT.

USE CASE

01.
SALES LEADS & OPPORTUNITIES

Send or auto-forward sales inquiries to Salesforce (by email or web form) and automatically create Leads or Opportunities in the Lead or Opportunity object. Then auto-assign to the best available sales rep or sales team according to their level of product knowledge, experience, predicted load, territory, time zone or other configurable criteria.

USE CASE

02.
CUSTOMER CASES

Send or auto-forward customer requests to the Cases object in Salesforce. If the contact already exists, E2A logs the request as a new case against that contact/account. If it doesn’t exist, E2A creates a new contact & case. Then auto-assign the Case to the best available agent based on availability, skill, experience, language or other configurable criteria.

USE CASE

03.
HELPDESK SCENARIOS

Automatically create tickets from emails for any helpdesk scenario, such as an IT helpdesk. Auto-forward or CC emails to any object in Salesforce, including custom objects. Use Email-to-anything to create the tickets, then use Q-assign and intelligent assignment rules to route the ticket automatically to the best available person.

EMAIL-TO-ANYTHING

Receive email enquiries directly to Salesforce. Automatically create Leads, Cases, Opportunities or any type of record, object or ticket.

Emails can be matched to an existing Salesforce record. Populate empty fields, or update fields with fresh data.

Advanced email client can send emails from within any Salesforce record/object, including Leads, Cases or any custom object.

Unique thread ID ensures inbound & outbound emails relating to a specific record are stored as conversations against that record.

Import records from any email client including Office 365, Outlook, Exchange, Gmail, Apple Mail, webmail or any mobile email app.

Save and retrieve draft emails within SFDC. Share draft emails with other users. Get draft email’s reviewed by someone else. All within SFDC.

We have been using Email-to-Anything for a few years to attach email information to custom objects. It is easy to configure and works very well. But what sets this App apart is the excellent support.

E2A Review on the Salesforce AppExchange

TRY OUR APPS FOR FREE

All of our apps are available on a FREE 30 day trial. Just download and install them from the AppExchange. We’ll even help you configure the apps in your Salesforce instance, to address your specific use case, and with no obligation to buy.

Q-ASSIGN

Once in a while you come across a solution that meets your exact needs, and does not cost a fortune. This is one of those few. We were able to see immediate ROI after the first day of using this.

QA Review on the Salesforce AppExchange

Automatically assign Cases, Leads or other Salesforce objects based upon configurable assignment rules, e.g. skill, experience, location, language or time zone.

Enable load-scoring to ensure Leads & Cases are assigned to those sales reps or agents who get the highest or lowest load score from a set of configurable rules.

Use round-robin assignment to allocate Leads & Cases (or any kind of “ticket” relating to any object) to agents or sales reps according to a strict rotational rules.

For call-centres, allocate leads and cases in real-time while agents are on the phone.

Control how many assignments per user per day, week or month and cap the number of active assignments per individual user or team.

Push Leads, Cases or any type of Salesforce “ticket” out to users automatically, or allow them to pull, or implement a mix of push and pull.