Simplify
the creation of contacts in Sage ACT! and prevent the loss of potential new
customers effectively. Usually, the customer contact information derived
from forms of web sites or online stores is received as an email and
therefore the manual transfer of this data into your CRM system is
necessary. In addition to the considerable amount of time, information
is often lost during this process and transfer errors are common.
FETCH|IT helps you to automate the transmission of this valuable data
into your CRM system and provides additional comfortable and useful
filtering functions. For example, you can define freely which
information needs to be present within a dataset for it to be
transferred, thus avoiding entries with incomplete or unnecessary
content. Once established and instructed with the respective tasks,
FETCH|IT operates in the background.
FETCH|IT
can automatically create contacts from virtually any email information.
Based on your individual configuration, this service analyzes newly
received emails in defined time intervals and stores the data in an
importable file. This file is then transferred in your CRM system in
regular time intervals and the collected data is assigned to the
appropriate contact fields. In addition, the email content or their
attachments can be stored as a note, document or history in the CRM
system. Based on your preferences, the acquired emails from your
mailbox are either deleted or saved in a special directory.
Depending
on the definition, further automated processes such as work flow
initiation, creation of a follow up or an automatic email response are
possible. Therefore, not only the correct contact data acquisition is
guaranteed but also the targeted information.
Industries:
Non-Industry Specific
Business Needs:
HelpDesk/Support, Data Mapping, Data Migration, Duplication, Import/Export, Workflow, Contact Management, E-mail/Direct Mail