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.
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …
I once worked for a large financial services firm as a contractor. It was there that I met Reg (name changed). If you had to sum up Reg’s responsibilities, it was to produce a set amount of work, attend two meetings and notify people of the latest industry news. He had his set weekly work …
Empathy is the key to deeper insights in an organisation. It’s through spending time “on task” that you start to see your service as your staff & clients see it. Where is the friction? Where does information go from offline to online and back again? Where are the touchpoints where you need humans and what …
Hiring a design team can be hard. Whether you’re getting advice from friends, looking on freelancing platforms or doing Google searches, you’ll want to set aside a few hours to get the right designer or team to suit your situation. Whilst researching for a client, we came across six services that offer unlimited design services …
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.
Related Posts
The near-perfect onboarding outreach email
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …
How incentives get in the way of change
I once worked for a large financial services firm as a contractor. It was there that I met Reg (name changed). If you had to sum up Reg’s responsibilities, it was to produce a set amount of work, attend two meetings and notify people of the latest industry news. He had his set weekly work …
Go through the workflow movements to build empathy
Empathy is the key to deeper insights in an organisation. It’s through spending time “on task” that you start to see your service as your staff & clients see it. Where is the friction? Where does information go from offline to online and back again? Where are the touchpoints where you need humans and what …
Find an unlimited design service team
Hiring a design team can be hard. Whether you’re getting advice from friends, looking on freelancing platforms or doing Google searches, you’ll want to set aside a few hours to get the right designer or team to suit your situation. Whilst researching for a client, we came across six services that offer unlimited design services …