Email Sync
Overview
The Email Sync feature within the Maximizer’s Outlook Sync integration is designed to empower sales teams by automatically capturing every customer email interaction. By seamlessly saving both incoming and outgoing emails for selected Address Book Entries and Leads to your CRM, you ensure that no valuable communication is ever lost, allowing you to focus on what matters most – building relationships and closing deals.
Key Benefits:
- Boost Productivity with Automated Logging: Eliminate the hassle of manually logging emails. The Email Auto-save feature automatically associates your Outlook emails with the relevant Address Book entries and Leads in Maximizer, saving time and reducing administrative tasks.
- Stay Organized and Informed: With every email automatically linked to the right CRM entry, your entire team can easily access the full history of customer interactions. This ensures that no opportunity slips through the cracks, and you have complete visibility into each account's progress.
- Never Miss a Communication: Even if your Maximizer or Outlook applications are closed, the Email Sync feature continues to save emails in real time. This guarantees that important details and conversations are captured and available when you need them.
Prerequisites
- You should be a Maximizer Base or SLE client.
- You should be on Maximizer version M6 2024 or higher.
- You should have a Microsoft Outlook 365 account.
- You need to have Maximizer's Outlook add-in from the Microsoft Store to enable email auto-saving for desired contacts.