Are you struggling to keep up with a constant influx of emails from customers needing support? Does manually converting each one into a case feel like a tedious, time-consuming chore in your Workbooks CRM? If so, you'll be delighted to learn about the "Email to Case" feature that can automate this process for you.
Email to Case allows you to simply define one or more email addresses that will automatically create new cases in Workbooks whenever a message is received. No more copying and pasting from your inbox! The email subject becomes the case subject line, the body becomes the description, and details like the sender, date/time and attachments are all mapped across seamlessly.
But the efficiency doesn't stop there. Workbooks will intelligently try to match the inbound email to existing contact or account records based on the sender's address. This associates the new case to the right customer context from the start. You can also configure rules for auto-assigning cases to a default user, team or queue based on criteria you specify.
As the conversation continues over email, any replies from the sender will be automatically threaded and logged as updates to the original case record. This keeps everything neatly packaged together in one place rather than disjointed across multiple emails. No more losing track of where things left off!
Setting up Email to Case is a straightforward configuration within Workbooks CRM administration settings. You just need to ensure your email server can forward messages to the unique routing address provided by Workbooks. Our professional services team can assist with the technical implementation.
Curious to see this feature in action? Join us for an upcoming webinar on Wednesday 22nd May at 2pm UK time, showcasing how Email to Case can turbocharge your support productivity and customer satisfaction. We'll guide you through setup, rules, best practices and share real-world examples from customers successfully using it. Spots are limited, so register your interest today!
https://attendee.gotowebinar.com/rt/6244329273476112991
Ditch the manual email-to-case conversion and let Workbooks CRM work smarter for you. Sign up for the webinar to discover how Email to Case can be a game-changer for your customer support processes.
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