SalesIQ gets an exciting new addition Email Genie in the Integrations tab. You can now integrate your mobile email client with Email Genie and receive the SalesIQ emails in your mobile with the insights about the visitors attached to the email.
Email Genie is a magical technology that works with your favorite email client and provides more insights about the email sender. The details like Lead Score, Opportunity, CRM info, Support, and Campaign info if available in SalesIQ then they will be attached to the emails received via the mobile email client. With the available data, you can draft personalized replies to the emails from your mobile email client without opening your SalesIQ app or browser window.
Now, when the visitor emails you the queries, the necessary details about the visitor will also be displayed in the email, you receive.
The info you get from Email Genie:
Note to Administrators:
The Enable Email Genie option is available only to you in the Integration tab. Only after you enable the integration, the Email Genie tab will appear to the supervisors and Associates in the My Profile section. You also have an option to Disable Email Genie for specific users you wish not to provide access.
Note to Associates:
The Configure Email Genie tab will appear in the My Profile tab only after your administrator enables Email Genie in the Integration tab. How to configure Email Genie?
With Email Genie configured, you can respond to your visitor's email more quickly. Also, you need not have to switch between different apps to learn about the visitor before responding to the email.
Let's assume, In a real-estate business, a customer is in an urgent need of a house for rent in Ohio, United States, due to his Job transfer. So, he spoke with the support executive through chat and awaited an email reply about the price quote. As he didn't receive any email for a long time, the visitor sends an email stating "did not get any price quote from support executive."
And you receive an email from your mobile client while you are away from work or desk. Here, Email Genie pulls all the info about the visitor recorded in the SalesIQ and displays you in the email.
Now, you can contact the support executive who handled the last chat and asks them to send the price quote for the visitor immediately. You can save the deal as well as escalate the issue immediately to other support executives without switching between the apps.
You will not miss a good deal by irrelevant or wrong reply. You can reply instantly as well as accurately to the queries of the visitor. The visitor info will also help you to draft personalized replies to each visitor's email.
In an online shopping website, the customer contacted the support representative as the product the customer bought online is not working. But, no help was extended to the customer for a long time. So, the visitor sent a complaint email, stating the problem.
When you receive the email, you could see the chat was handled by another support rep and a support ticket has also been raised regarding the issue, but the customer did not get any solution for the problem yet.
Now, before replying the email, you can check with the higher official or you can even escalate the email to the support team regarding the solution. Here, Email Genie helps you to handle the visitor more appropriately by saving an automated or irrelevant reply.
Please visit our SalesIQ User Guide to learn more about SalesIQ Email Genie .