Sales opportunities are the main lifeline of most businesses. In today’s world of real time conversations and high tech resources, most of the conversations around potential sales are in email. Email is an excellent tool for communications, but it is terrible for sales reporting. The most an email client can do is count how many emails came from a specific address.

Taking unstructured data, like emails, and turning it into structured reports like a pipeline report in an easy, intuitive way is the purpose of Clevertech’s newest tool. This tool integrates directly into your google apps account and allows you to view, edit and add structured information in our CRM without ever leaving your email screen.

Imagine if you didn’t have to switch between your email and your CRM just to figure out what the next step was. If you could stay in your email client and see the important information to help you make decisions.

With the ability to see information related to the person emailing you, you will be able to see current and past opportunities related to this person, as well as any relevant notes. What happens if you receive an email from someone that is not currently in your CRM but should be? Just click the add button. You can even add notes and create opportunities directly from within your email.

This tool is very easy to use, and there is no need to download any new software. Not only that but you can roll out this tool to your whole organization or company without every user needing to do anything.

One of the most powerful features of this tool as that it integrates directly into your work flow and adapts to your business rules. It will plug in directly to our CRM and produce any report that you need. Whether it is a lead source report or an opportunity report over time, giving you the ability to add the valuable information into our CRM directly from your email is the key to producing this value.

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