Unify your Customer Relationship Management activities with the existing eMail services used by your business
The Trivaeo eMail collector unifies your companys' or your employees own existing email services completely with the Trivaeo Customer Relationship Management Suite. Unlike typical CRM solutions, our eMail collector allows your company and employees to continue using your native eMail services without any impact. No integration is necessary. Think of the Trivaeo eMail Collector service as an eMail 'concierge' that listens constantly for communications that it is included in. When the 'collector' is included in any email correspondence between your business and any contact or company in your customer relationship management database then the communication is automatically added to that entities history.
It also monitors all 'outbound' communications from the Trivaeo Business Applications Suite and automatically appends the eMail communications in any form directly to the adressed contact or company. It's true innovation comes in the fact that no changes of routing, MTA, postmasters or transport on your company email system is required for the eMail collector to function.
Set it and forget it - other than including your eMail Collector on any email via BCC or CC no other manipulation is required
The email collector is a value added service from the Trivaeo Cloud Services Team. Put simply, when your company purchases an eMail collector license we create an email address with the name (alias) that you choose. From then on it will automatically monitor all activities on your cloud solution and add emails to contacts and companies as they occur so they are recorded for all staff members with the necessary application access and privileges to see. This creates a complete picture of all correspondence sent by the platform to your market. In the other direction your company may have its own email system and you may have a mobile workforce that uses both company email as well as their own personal email on smart devices to communicate with your suppliers, customers, contacts, leads, opportunities, contractors and so on. All your staff have to do to add any correspondence they send from any device to be added to your cloud CRM is to BCC or CC (blind carbon copy or carbon copy) the address of your company email collector and we will receive the email and append it automatically to the contact concerned. This gives your company the best of all possible options; you continue to use your existing company wide email as usual and your employees can use their corporate or personal emails as necessary to communicate with your clients and contacts. You don't run the risk of virus infiltration or SPAM clogging up your company CRM because your employees have added their SMTP/IMAP based email services to the common CRM framework natively. This method is very typical with most other CRM systems. Trivaeo has worked hard, technically and operationally, to create a safe and guaranteed method of incorporating email correspondence into the solution without it being able to add risk or potential for abuse to your mission critical business communications.
The eMail collector is an automated eMail based 'concierge' that is tightly integrated into the Trivaeo CRM solution. When purchased by your business it enables our technology to assign a virtual email based user to your CRM that then monitors all communications it receives from your users and then it distributes those communications to the CRM system, adding the details to the relevant affected record automatically. It also monitors, tracks and records all outbound communications induced by your users or the processes and workflows in the Trivaeo Solution and adds those communications to your CRM contacts and companies too. It's capabilities include;
As admin of your Company on the platform go to Administration, License Dashboard (in Global Settings) and subscribe to the eMail Collector application package. You'll need one license for each employee enabled on your system.
As soon as your eMail Collector has been setup it will immediately begin processing all outbound mail on your solution. To collect all communications from your employees to your CRM contacts they only need to Forward, BCC or CC the eMail Collector on each mail they create (or receive) that they wish to have added to the CRM. They naturally continue to use their normal business and personal email accounts as usual; just forward, BCC or CC as desired.
The eMail Collector is a wonderful and innovative blend of functionality and efficiency to any business. It exposes a 360 degree view of all critical business communications to and from your CRM contacts and companies without having any integration or technical overheads at all on your users or technology. Your employees may continue to use their work provided corporate email account or even their personal emails on their own 'devices' and still communicate with your companies contacts without fear of their personal email communications or non-business related communications becoming blended with your business ones.
You prevent any technical interoperability and simply need to forward, copy or blind carbon copy where ever you want a piece of correspondence to be added to your business systems and customer journeys. This keeps your business safe yet accurate and prevents that scenario that always happens where customers email an individual in your business but the recipient is on holiday, sick or simply didn't see the mail. By using the eMail Collector all correspondence that includes the collector address are automatically added to the clients record; not just the private email inbox of a single employee in your company; hiding it from everybody else who may need that information too. Using a different analogy - Your business right hand knows what the left hand is doing!