A Simple question: how do you parse data from email body to CRM (Customer Relationship Management) easily? Manually updating? Hired employees for that to create and update records from inbound email to CRM? Yes? Well, we have a one-time investment product to smart your business in this operation. The extension in SuiteCRM Email to Lead.
Email to Lead Definition
The product SuiteCRM Email to Lead or anything helps you to automatically create/update records from emails to CRM. No matter how many records you receive, this add-on enables you to automatically do this operation without any human involvement. Here the biggest advantage is no single mistake from any of your team members while creating a record. Business deals with so many records, so this plugin is saving their quality time while not doing this operation and keeping attention on other effective work.
“Parse Data from Email body is not so Challenging task”
We had a conversation with one of our valuable clients last year.
He said, “I hired a few newbies in my Real Estate CRM company, but they are making mistakes in creating records”.
We asked, “What mistakes? They don’t know the process of making records from emails to CRM”?
The client said, “See, we have trained them the whole operation. But the thing is they receive thousand plus records from different-different customers. Sometimes they make a mistake by entering the wrong info. This is a big problem.”
Our team replied, “Well, we can understand that receiving a bunch of records and manually doing this operation can take time and chances are high of human error. Why don’t you try the best optimal solution that we have.”
He said, “What is it? Please share.”
We replied, “You must put some investment on a great extension called SuiteCRM Email to Lead or anything. It automatically creates/updates records from inbound emails to CRM with no error. This saves a huge amount of time for every individual. All its salient features (we will discuss below) will definitely give you a delightful experience for sure.
The client is still using our prime product and he still insists others purchase it for handling tons of record creation processes.
Use any module to create Records
When you parse data from email body you can create a record in any module of SuiteCRM. There is no restriction for anybody. Either you choose the Leads module or Accounts module, it’s all up to you and your needs.
Also, we are providing the functionality of creating numerous Inbound settings here.
How will it check the Duplicate email?
A client when sharing the email with the same subject line, email address, and phone number then our extension prevents a duplicate email.
Will a new record be created for the same client? No! This add-on will scan the records first and update them there. This never lets you get confused about various records of the same client. Top-most functionality!
The functionality of “Strictly from Email”
The product will create a record from the email you choose here. Suppose you have added XYZ@Mybusiness.com (just an example) and your business wants to create records only from this email. This add-on SuiteCRM Email to Lead will skip the rest of the email. It will create your records only from this email.
Bonus: We are providing the functionality of “Field Mapper”. It helps the CRM to parse the data faster and easier and select the field with the accurate field value.
Must understand the “Strict CC” feature
Choose any email address in this module and the product will make a record only from those emails who have added that email address in CC. Suppose you added itsmybusiness@gmail.com (Just an example) in the Strict CC module. The extension will make a record only of those who have added this email address in CC. If that email is not in CC then our add-on will skip the record.
