Did you know 52% of productivity loss comes from chasing customer communications across disconnected systems? What would you do with the extra time if you could reclaim those hours? Welcome to Steelhead spam-free email, making your life so much easier when it comes to communicating with customers and streamlining workflows.
Let’s say we have this quote ready for ABC Manufacturing. You can convert it to a polished email and send it to a customer in just two clicks. Before sending, let me show you all the customization abilities here. This is all autofilled based on the most recent email that you sent to this customer of the same type, but you can also make any changes. Toggle the autofill body text with this clock icon or reuse email recipients from the last email of the same type sent to this customer. Clicking the drop-down, you can select from ABC contacts or employees from your own company. You also have the option to type in a different email and add a new customer contact right from here.
Edit your subject line if needed. The quote will already be automatically added to this email, but if you have any additional files, just click here to add them. Save and include the logo or remove it if you'd like. Check this out—if you'd like this email thread to be visible to other employees with correct permissions, toggle this on. I'll show you where those show up on the email dashboard in a minute. This is great for keeping everyone in the loop.
You also have the option of requesting a customer signature for the quote, which adds a nice big button to simplify and speed up your approval process. Not ready to send it yet? Just click "Save Draft" and return to it later from the email dashboard, which is always accessible with one click using the global email icon.
Emails will come into your Steelhead inbox when recipients respond to emails sent from Steelhead, meaning this is a spam-free inbox. Want to reply to an email, forward it, mark it unread, star it, or archive it? It’s all just a click away. Easily send, edit, or delete saved drafts as well from your email dashboard. You can also compose a new email unattached to any specific quote, sales order, invoice, or other Steelhead entity.
Here is where all your shared emails will show up. One is highlighted because we have a new unread email on this thread. Any emails that have been sent by other employees and shared with you will also show up here as well. Of course, you have the search function to easily find any emails you're looking for.
With Steelhead's new Email Hub, managing your customer communications has never been easier. Start using it today and experience the difference in your daily operations.