Our sales teams face more administrative demands now than ever before. In addition to time spent selling, the average sales representative might now be asked to spend upward of 10 hours each week on administrative duties that often at best indirectly relate to actual selling. These tasks can range from mail handling to internal correspondence and team meetings, and can lead to serious interruptions and losses in efficiency due to incessant task switching. One such task, maintaining customer data, now takes an average of 2 hours per week.
As demands on their time increase, the need for efficiency is greater than ever before. Many organizations struggle to successfully increase employee efficiency. With some taking drastic approaches like cutting team meetings – it’s evident that efficiency is on everyones’ minds. Salespeople and management at some of the most effective organizations have been quick to adopt tools and technology to eliminate the drag on sales team time and efficiency.
Vtiger’s Mailroom is one such tool, saving an average of 1 hour of administrative work per week. The Mailroom does this by automating part of the email review process, and wherever necessary, creating lead, contact, and opportunity records from emails, as well as attaching future emails from prospects to their CRM records.
Leveraging Vtiger’s Mailroom is easy, and starts with telling Vtiger which email inbox leads are typically received in. Once the mailbox has been set up, users simply tell Vtiger what patterns to look for in the email body to transfer to fields in Vtiger records. Once the Mailroom is set up, it scans the configured mailbox according to the rules specified during configuration process, and creates records or attaches email accordingly, freeing up sales team time to do more of what it does best – sell.
To learn more about Mailroom click here or feel free to contact us at [email protected]
