setting up your first team inbox crm

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Team inbox CRM software for modern customer support, sales, hiring, and more https://bornevia.com | DBS Tower 9th floor, Jakarta, Indonesia | [email protected]

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Page 1: Setting up your first team inbox CRM

Team inbox CRM software for modern customer support, sales, hiring, and more

https://bornevia.com | DBS Tower 9th floor, Jakarta, Indonesia | [email protected]

Page 2: Setting up your first team inbox CRM

Email and social media inbox for teams

1. Use case diagram2. Setting up3. Best practices

Page 3: Setting up your first team inbox CRM

Team inbox CRM for modern businesses

General use case diagram

Conversations on [email protected],

@company twitter, and company FB page

Aggregated + organized in one shared team inbox

Monitor, collaborate, and respond to conversations

as a team

Auto-sync all customer profiles (CRM) such as name, email, socmed acct, and conversation history. Searchable + archivable

Analyze conversation volume, response time, unreplied vs replied conversations, and more

Page 4: Setting up your first team inbox CRM

Team inbox CRM for modern businesses

1. Setting up team email inbox

[email protected]

Team inbox CRMYour team email client for [email protected] or [email protected], etc

Setup auto-forwarding from your team email to team inbox

Page 5: Setting up your first team inbox CRM

Team inbox CRM for modern businesses

2. Setting up Facebook & Twitter team inbox

Team inbox CRM

Fairly straightforward API integration... Just follow the instruction

Page 6: Setting up your first team inbox CRM

Team inbox CRM for modern businesses

Done setting upDrag and drop to move channels between team inboxes on our settings page inside the dashboard

Page 7: Setting up your first team inbox CRM

Team inbox CRM for modern businesses

Best practicesSome of our customer case studies and best ways to use team inbox CRM

Customer support Sales lead tracking Hiring inbox Dev ops

Streamline all complaints & requests in one inbox

Keep track of all sales enquiries. bcc team inbox when replying from personal email

Organize and tags all candidates’ email. All contacts are searchable from team inbox

Centralize all feature requests in one email address. Assign to relevant project team member

Page 8: Setting up your first team inbox CRM

Help setting up/request demo

Team inbox CRM for modern businesses

We respond instantly most of the time or in less than a few hours via email during working hours 7 days a week from Monday to Sunday.

[email protected]@[email protected]