For many industries, having an email archiving solution is mandatory and it can be hard to find a solution that meets the specific archiving needs of the business. The main considerations when choosing an email backup or archive for your business is the secure of the storage, the process to store, the cost of the solution, the format for retrieval and the structure of the database.
If you’re looking for a CRM-based archive system, you could look to bundle together Help Scout for email and their auto-BCC feature, having the emails sent to either Highrise or to Podio. You could also look to bundle together Pipedrive and your email as a way to backup your email to your CRM.
For a more robust solution for backup, there are plenty of software systems that will archive your email database in Outlook but one of the best we found was GFI Archiver as it does allow for you to have a copy of your emails sent to their service for archiving. Setting this up involves using a journalling inbox and then sending a copy of these emails to GFI as well as to your email client. It’s a little more technical but beats most other solutions available.
On average, completion rates for standard forms, across all use cases, is around 14%, according to this research. Our average completion rates are 55%. Looking to survey your clients, link to a custom contact form in your email signature, have an event registration form on your website or streamline your employment process? Ensure your forms remain …
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
July was a great month across our core businesses and side projects. Let’s dive into what we’ve been doing… Generous Work Built several websites for clients on WordPress, Squarespace, Carrd and Weebly (dependant on their business needs and desire to update themselves) Built NPS-style surveys for clients Produced content across all projects System & Process …
I’m looking for an email archiving solution via BCC
For many industries, having an email archiving solution is mandatory and it can be hard to find a solution that meets the specific archiving needs of the business. The main considerations when choosing an email backup or archive for your business is the secure of the storage, the process to store, the cost of the solution, the format for retrieval and the structure of the database.
If you’re looking for a CRM-based archive system, you could look to bundle together Help Scout for email and their auto-BCC feature, having the emails sent to either Highrise or to Podio. You could also look to bundle together Pipedrive and your email as a way to backup your email to your CRM.
For a more robust solution for backup, there are plenty of software systems that will archive your email database in Outlook but one of the best we found was GFI Archiver as it does allow for you to have a copy of your emails sent to their service for archiving. Setting this up involves using a journalling inbox and then sending a copy of these emails to GFI as well as to your email client. It’s a little more technical but beats most other solutions available.
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Online Form FAQ
On average, completion rates for standard forms, across all use cases, is around 14%, according to this research. Our average completion rates are 55%. Looking to survey your clients, link to a custom contact form in your email signature, have an event registration form on your website or streamline your employment process? Ensure your forms remain …
The unique needs of a financial planning CRM
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
Work & Experiments: July 2018
July was a great month across our core businesses and side projects. Let’s dive into what we’ve been doing… Generous Work Built several websites for clients on WordPress, Squarespace, Carrd and Weebly (dependant on their business needs and desire to update themselves) Built NPS-style surveys for clients Produced content across all projects System & Process …