How To See all Customer Emails in NetSuite

Customer emails contain important data that informs your NetSuite records.

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But how do you ensure accurate records when you can't access these emails?

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The main issue often arises from the collaborative nature of providing customer service.

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Email communication between your business and clients is spread across various email chains.

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And getting hold of that data from others isn't always straightforward!

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For instance, team members might be tied up in meetings all day, making it challenging for them to promptly acknowledge your request and provide what you need.

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Imagine if there was a way to link all email communication with customer records in NetSuite.

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Let's delve into the issues that arise when this isn't the case, and we’ll explore our automatic NetSuite Outlook integration - the simplest way to overcome these significant obstacles—permanently!

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Email overdrive & demanding customers...

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Over 3.13 million emails are sent every second, showcasing the staggering pace of digital communication.
Porch Group Media

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90% of consumers worldwide prioritize prompt issue resolution as their utmost concern in customer service.
Salesforce

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68% of consumers are ready to invest more in brands delivering standout customer service experiences.
HubSpot

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Data gaps in customer interactions

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Your main challenge lies in the need for customer data to provide context in conversations.

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When you open their NetSuite record and only get half the picture, it hampers your ability to fully understand why they reached out.

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This incomplete view during live customer service interactions may cause you to provide inaccurate or even no responses to specific questions, raising doubts in the customer's mind about your business.

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And the situation might not even progress to that point.

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If you're expected to proactively engage with the customer to address the issue, you may hesitate due to a lack of critical data, resulting in delayed responses until you gather the necessary details from various email sources.

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Manual entry madness

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Time is valuable.

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Giving it away provides an immediate advantage to your competition.

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Consider the inefficiency when multiple customer emails are scattered across different inboxes, each containing data that should be associated with NetSuite records.

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This process requires manual intervention - identifying incomplete records, reaching out to stakeholders who may have the information in their inboxes, and ultimately inputting the data into the NetSuite record.

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As your business grows, this approach becomes impractical.

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The large number of daily emails also makes it more likely that important data might get lost or placed in the wrong location.

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Fractured 'single source of truth'

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NetSuite was implemented in your business to establish a 'single source of truth' for customer information.

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However, not storing email communication against customer profiles disrupts this eutopia.

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This omission poses challenges in efficiently processing orders and planning up-selling strategies.

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A comprehensive view is crucial for informed decision-making, as without it, operational efficiency suffers, leading to delays and inaccuracies that can impede overall productivity.

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Automatically capture and store all customer emails against NetSuite records with Workiro!

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Don't let emails hinder your business operations any longer!

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We offer eight groundbreaking NetSuite add-ons, and our automatic email management tool is currently making the biggest impact.

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It simplifies email filing directly within your ERP system, ensuring customer records are consistently filled with all data and communication exchanged between customers and anyone in your team.

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Say goodbye to inbox obstacles!

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Here are some key benefits this tool brings to NetSuite users.

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Streamline your email security

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Organise and secure email attachments with NetSuite records to centralise document storage, preventing loss or unauthorised access.

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Enhanced team collaboration

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Quickly identify emails already captured by your team to save time and enhance collaboration.

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Transform emails into tasks

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Convert emails into tasks and seamlessly continue the conversation within NetSuite, turning your platform into a streamlined and efficient productivity hub.

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