Announcing Connected Mailbox: A Game-Changer in CRM Activity Syncing

Dec 14, 2023 6:30:00 AM / by Taylor Snow

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At ShareBuilders, our commitment to innovation is driven by the needs of our customers. In the realm of CRM functionalities, one topic has consistently emerged at the forefront of our discussions with you - the need for a more efficient, intuitive activity syncing process. After extensive research, planning, and development, we're thrilled to unveil a breakthrough in our CRM product's capabilities. Today marks the end of whispers and the start of a new chapter as we announce a game-changing solution. Moving beyond the constraints of Activity Sync, we're excited to present a new era of streamlined CRM integration with our latest innovation. Join us as we embark on this transformative journey, reshaping how activities are synchronized and managed.

Why We're Moving Beyond Activity Sync

Activity Sync was our initial step towards making syncing accessible for all users, regardless of their mailbox solutions. However, we've learned through your valuable feedback that Activity Sync, despite its best intentions, fell short in some key areas. Manual syncing processes, difficulties in importing past activities, and extensive manual input required from users were some of the challenges you faced.

We heard you loud and clear.

Introducing Connected Mailbox

Expected to be released early 2024, Connected Mailbox is not just an upgrade; it's a complete overhaul designed to provide the most hands-free, automated activity syncing CRM solution in the industry. Our goal was clear: to eliminate the manual labor involved in keeping your CRM updated.

The development of Connected Mailbox has been a long and thoughtful journey. It involved tackling complex challenges, extensive research, and multiple projects that each contribute to the final solution. Our dedicated team works tirelessly to ensure that Connected Mailbox will not just meet but exceed your expectations.

 

Just a few features of Connected Mailbox:

Security & Privacy
Security and privacy of our customers data are not just features – they are imperatives. At ShareBuilders, we understand that the trust our customers place in us is paramount. This understanding is at the core of our latest innovation, Connected Mailbox. As we revolutionize CRM activity syncing, we are equally committed to upholding the highest standards of data security and privacy.

Broad Integration
Whether your team is using MS Exchange, Office 365, or Gmail, Connected Mailbox integrates effortlessly, ensuring no email or calendar event is left behind. No technical setup is needed, users will simply sign into their mailbox and grant ShareBuilder CRM access to read their information.

Seamless Automation
Say goodbye to manually CC'ing/BCC'ing emails for syncing. Connected Mailbox automates this process, making every interaction count without extra steps. This new solution will allow our customers team members to directly connect their mailbox for seamless access to their Email, Calendar and more in the future.

Intelligent Activity Creation
Connect Mailbox Automatically converts emails and calendar events into CRM activities, linking them to the right contacts and companies automatically. New features like data enrichment and more allow us to automatically identify real world connections between people and activity.

Advanced Logic
All new sophisticated algorithms link contacts and companies intelligently, reducing manual efforts, errors and increasing data reliability. A single email has the potential to create a new Lead, Contact, and Activity without our customers having to import, sync, or link anything in CRM.

 

A foundation for further efficiencies.

We are confident that Connected Mailbox will solve many of our customers activity problems and create all new efficiencies. Throughout the many discussions we have had with our customers, research, planning and discovery into this project, it's become clear that this is where we start.

From here, we continue to listen to our customers and invite new technologies like Machine Learning & Natural Language processing into the activity workflow to help solve even more problems and continue to empower the sales person.

Join us on the journey.

With Connected Mailbox, we’re excited to help companies and teams work together more efficiently. This is not just a new product launch; it's a promise of continual improvement and innovation, keeping your needs at the forefront. We are thrilled about the possibilities it opens up for efficient media sales and are eager to embark on this exciting journey with you

Connected Mailbox will be available in early 2024. Join the waitlist by submitting the form below, and keep informed today!

 

Tags: ShareBuilders, Customer Success, CRM, Industry News, Account Management

Taylor Snow

Written by Taylor Snow

VP, Product

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