One of the challenges most organizations face is how to coordinate communications and tasks among team members and external contacts. With multiple people and clients/projects, emails fly in many directions. People with vital information may be unreachable while customers may be providing information to someone in your organization while others who need that information are oblivious. When someone leaves a team or organization, much of their information is lost.
Over the years, we’ve helped several clients better manage their emails and treat them like a database. We’ve built solutions that work with Exchange and Outlook to automatically classify contacts, tag emails, and store the information in a Microsoft SQL Server database. The data is presented through a Microsoft Outlook add-in showing all communications with a contact’s firm when you create or respond to an email. The data can also be displayed in the Facebook like interface to make it easy for everyone on your team to know what’s going on.
There’s no longer a need to look in someone else’s Inbox since information is immediately shared between everyone who needs to know (even before the recipient opens their message). Searching for messages is quick and easy, and corporate document retention policies can be enforced.
To learn more about this and other innovative activities of our Professional Solutions Group, please contact our consulting team.