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Wednesday, February 22, 2012

Once you have a document that is ready for a distribution, what is the next step?  Traditionally, you would download it from CRM On Demand to your desktop and open your email client to start drafting a message to one or more people.  You may have to refer back to CRM On Demand for names, email addresses or various pieces of information that you would like to include.

Then you think "Haven't I written this exact email before?"...

Instead of all those time consuming steps, riddled with opportunity for mistakes, you can just email from within CRM On Demand!  With Email MOD, you can send outbound emails from CRMOD directly from any object!

Set up HTML email templates for that "exact email", so that each time your message stays constant and professional. Names, emails and data from CRMOD can all be part of your template.  You can even include one ore more attachments stored in CRM On Demand

Benefits:

  • Email addresses automatically added
  • Data merged right into your email subject and/or body
  • Include multiple attachments
  • Never leave the CRM On Demand view.

The next logical step..

Instead of all those time consuming steps, riddled with opportunity for mistakes, you can just email from within CRM On Demand!  With Email MOD, you can send outbound emails from CRMOD directly from any object!

Set up HTML email templates for that "exact email", so that each time your message stays constant and professional.  Names, emails and data from CRMOD can all be part of your template.  You can even include one ore more attachments stored in CRM On Demand!

EASY solutions you will use every day.