Getting your email organised can be a nightmare. But what if you could use a CRM in your business to track any email you receive? Whether it's for a client, a project or a lead. Wouldn’t that make your life so much simpler?
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#apple #mac #consulting #coaching #training #business #tech #technology #minimalism #simplicity
Post: https://macjunky.com/post/email-organisation-with-an-apple-crm
Newsletter: https://macjunky.com/newsletter
Contact: https://macjunky.com/contact
#apple #mac #consulting #coaching #training #business #tech #technology #minimalism #simplicity
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TechTranscript
00:00As an apple consultant and a person who works with workflows and creates workflows for businesses one thing that i come across a lot is people having issues with their email.
00:13They range from you know i can't send emails i have too many emails coming in i too many folders can you organize it.
00:22But the main thing next to that is i can't track email now i don't mean tracking as in i want to know when it's opened and where they are not not that kind of tracking it's not something i do and i don't believe in it but tracking in a sense of when an email comes in whether it's from a prospect or whether it's for a client or anything like that.
00:46There's no way i can track it with that project if i'm working on a project.
00:53There are two ways of doing it one is using a to do list and the other is using a crm now the simplest.
01:01A way to do it the simplest in me the minimalism in me and i and this is what i've been doing for many years is using a task manager.
01:11I use things three you can actually use anything and you can create a project in things and whenever an email comes in add it to that project it's relatively easy to do but that's not.
01:23Always the best idea for small businesses because there's not much else you can do with it but for me it has worked and worked for many years however.
01:34When i'm working with bigger projects and i'm always communicating with clients via email obviously we can use base camp but many business businesses don't use base camp they just need a crm that tracks their email.
01:50And there are crms that do that like pipe drive sell salesforce and things like that this harmonize lee i think does it or does it know it doesn't there's a couple that actually can track emails which it which is great.
02:05But if you're a mac an apple centric company you using a mac and iphone and stuff the only one that works really well is daylight and that's basically what i use.
02:18So whenever an email comes in it gets connected to that client and connected to that project or prospect or whatever.
02:27And that's how i always tell people try to track your emails because whenever you need to communicate with a client about the project you have those emails and it ends the within that project all in one place.
02:42So there's no faffing around going from one tool to the other to the other it's actually all the project information all the tasks all the clients everything is actually in that one place.
02:54And the daylight is the only crm that actually connects to your apple mail again apple centric.
03:02So when an email comes in you can actually deal with it directly from apple mall which is invaluable to many small businesses.
03:11So tracking email is very important if you're a small business and the easiest way to do it is use a crm and one that works with your email and if you're apple centric daylight is the one to use.
03:26Sales this is like a sales pitch for daylight it's not i'm just saying to you what's available anyway have a great day and if you have any questions about daylight email apple.
03:37There'll be a link down here below to have a chat have a great day i see you in the next one ciao.