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Datacor CRM

Managing Email

February 12, 2018 by Caitlin O'Donnell

Datacor CRM includes numerous options that allow users to communicate with customers, prospects, suppliers, and co-workers using email. Datacor CRM also has the capability to generate and distribute email notifications and reminders automatically. In this Newsbreak, we will highlight several of these features and tools.

Datacor CRM Generated Email

Datacor CRM has the ability to automatically generate email based on specific events:

  • Contact Change Request
  • Comments & Suggestions
  • Customer Service Correspondence
  • Export Notification
  • Login Support
  • New Customer Request
  • Non-processed Orders
  • Old Customer Requests
  • Order Notification
  • Parked Orders
  • Price Quotes
  • Sample Requests
  • Supplier
  • Technical Support

Email Notifications

  • Picture1Order Confirmation (on by default): Email is sent to customers after an order has been processed in Chempax.
  • Customer Order Notification (off by default): Email is sent to customers after the order is entered in Datacor CRM.
  • Note & Task Update: Email is sent to the owner of the note or task when it has been updated.
  • Task Approaching Due (off by default): Email sent to assignee once each evening, based on lead days.
  • Opportunity Close Date Alert: Email sent to owner once each evening, based on lead days.
  • Opportunity Owner, Employee Update Alert: Email sent to owner and/or employees at time of update.
  • Price Sheet Update: Email sent to owner at time of update.
  • Price Sheet Awaiting Approval: Email sent to manager at time of update or hourly (priority).

Defining Recipients for Datacor CRM Email

Recipient lists for Datacor CRM generated emails are defined within Datacor CRM Administration:

  1. Log into Datacor CRM Administration.
  2. Select Mail Options on the Content Menu.
  3. Select the Delivery tab.
  4. Select the Change option that corresponds to the e-mail type that is to be updated.
  5. Update the values.
  6. Click the Enter button at the bottom of the page to save the changes.

If a distribution list and an explicit list of recipients are defined, the email is sent to everyone.
If the recipient list is empty, the email will be sent to the system default email address, which is stored in a configuration file on the server and can only be updated by Datacor CRM Support staff.

(click images to enlarge)

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Mail History

2-echem-mailhistoryEmail history is available at various levels throughout
the application. It includes everything that is sent from
Datacor CRM, and any email that is imported from
Outlook via Datacor CRM Traveler:

Datacor CRM Administration > Mail > Sent Mail

  • All mail sent by Datacor CRM.
  • All mail imported from Outlook via Datacor CRM Traveler.

Home > Email

  • All Datacor CRM email associated with the current user email address (sent and received).
  • Email imported from Outlook via Datacor CRM Traveler where the current user email address is a sender or recipient.

Customer, Prospect, Supplier, Contact > Email

  • All Datacor CRM e-mail associated with the company or contact.
  • Email imported from Outlook via Datacor CRM Traveler where the company/contact e-mail address is a sender or recipient.

Note Form > View Associated Email

  • Note email sent from Datacor CRM.
  • Email imported from Outlook via Datacor CRM Traveler where the note ID is found in the email.

Note Email 

Notes can be used to send email to colleagues, customers, prospects, and suppliers regarding any number of topics such as call reports, tasks, pricing, samples, SDS, etc.  The subject of the note email can be specifically configured within Datacor CRM Administration:      

  1. 3-emailnoteLog into Datacor CRM Administration.
  2. Select the Notes option on the Content Menu.
  3. Select the email Subject tab.
  4. Enter desired text and insert any pre-defined field values using the Add Field drop down. For example, a supplier note subject may look like this:
    Call Report: [note-type] / [customer-name]
  5. Click the Enter button at the bottom of the page to save the changes. Subsequent note e-mail will have a subject line based on this definition.

Note Email Text Only Format

The Note Text Only format can be used to send the note email without all of the standard Datacor CRM formatting, such that it includes the note text only, and appears as if it were sent using any other mail client such as Outlook.

4-echempaxemailtxt


Chempax Documents & Datacor CRM Reports

Users can easily attach any Chempax document or Datacor CRM report to a note using the Datacor CRM clipboard feature. Simply copy the Chempax document(s) or Datacor CRM report(s) to the Datacor CRM clipboard, then paste the clipboard items on a note to add them as an attachment. Attached documents such as SDS, Datacor CRM customer price lists, and Chempax price change letters can then be sent directly to customers or suppliers using the note email.

5-docs-reports


Creating Mailing Lists

Users can dynamically generate target contact lists for specific mailing campaigns using various tools within Datacor CRM and Datacor CRM Traveler. Mailing lists can be segmented and built based on a combination of sources including purchased lists, prospects, customer products, suppliers, products, notes, opportunities and personalized columns. For example, one can send a targeted email blast to a list of prospects that belong to a specific industry.  

6-maillists

Exporting Mailing Lists

Mailing lists can be downloaded to Excel from Datacor CRM or Datacor CRM Traveler and used to send mail from other programs such as MS Word and Outlook.


Outlook Email 

Stay informed and up-to-date on relevant information regarding customers and prospects. Transfer certain emails in Outlook to Datacor CRM Traveler by creating a set of rules that will choose specific Outlook folders from which to import. This will actually read in the email, index it, and allow you to share emails that you had with a customer or prospect with other people in your organization. You may also choose just to read email from Outlook in an organized list for customers, suppliers, and contacts based on the set of rules you create to control which Outlook mail folders are scanned. An email tab will be visible in Datacor CRM Traveler preview area displaying all associated emails.

Datacor CRM Traveler – Outlook Add-In

The Datacor CRM Traveler Outlook Add-In provides easy access to Datacor CRM and Datacor CRM Traveler directly from Outlook. It allows a user to perform various tasks including:

  • Collecting Outlook emails for transfer to Datacor CRM
  • Displaying email contact information
  • Creating notes and opportunities from Outlook email and contacts
  • Importing Outlook contacts
  • Displaying notes and opportunities associated with Outlook email
  • Displaying Datacor CRM customer, prospect and supplier summary pages associated with Outlook e-mail and contacts.
9-traveler

Questions? Email support Datacor CRM-support@datacor.com or call us at (973) 822-1551.

Topics: Training, CRM, Datacor CRM


Caitlin O'Donnell

Written by Caitlin O'Donnell

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