It is critical that we can send, receive, and share customer emails history in a “shared sales team” or “call center” environment. How do we set this up?

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Posted on by Chris HD

We are moving from Salesforce to CRM 2013.

Our first product is an email branding product used by major insurance and sales companies. It is built around the usage of HTML type emails. www.brandmymessage.com. We are located in Two Rivers, WI. (Yes, the snow is finally gone, but it is still 50 degrees.)

It is critical that we can send, receive, and share customer emails history in a “shared sales team” or “call center” environment. How do we set it up? Can we forward or response to an email from the account's email history

We have jury rigged a system where 3 sales people are sharing a common exchange account. But we are adding 2-3 more very soon and this is not going to work.

We are seeking a partner to setup and configure for this HTML email methodology. Any suggestions?

Thanks

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