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.
We’ve all been in the situation where someone is speaking in a meeting, sending chat messages or reeling off tasks over the phone. You’re grabbing for a pen, double-tapping to open your notes app or finding anything you can to try and not forget anything. By splitting out your communication into a clear channel, people …
Looking for an easy way to plan out your sales meetings for the week and avoid traffic? One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic. The …
We’ve had a large increase in Australian companies looking to have their own CRM developed to suit their specific business needs. Through customising their Podio project management software, we’ve been able to cut down on their admin and train their staff easier. Some common Podio development requests have been: Podio leads management Podio as a …
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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We’ve all been in the situation where someone is speaking in a meeting, sending chat messages or reeling off tasks over the phone. You’re grabbing for a pen, double-tapping to open your notes app or finding anything you can to try and not forget anything. By splitting out your communication into a clear channel, people …
How do I plan out my sales appointments to avoid traffic?
Looking for an easy way to plan out your sales meetings for the week and avoid traffic? One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic. The …
Podio Developer Australia
We’ve had a large increase in Australian companies looking to have their own CRM developed to suit their specific business needs. Through customising their Podio project management software, we’ve been able to cut down on their admin and train their staff easier. Some common Podio development requests have been: Podio leads management Podio as a …
Everyone has a plan until they get punched in the face
I’ve come to appreciate this quote in terms of business, parenting, relationships & life in general.