BCC Dropbox for WiredContact
New Feature in WiredContact: BCC Dropbox for Effortless Email Logging
One of the dilemmas a CRM publisher constantly faces is how to integrate with e-mail. After all, you want to quickly see the relevant communications to your client or the relevant communications to a deal. The new BCC Dropbox feature in WiredContact is a powerful addition for keeping communication history complete with minimal effort. What we like about this feature is we don’t need to support a complex integration whether it’s MS Office, G-Mail, iOS, desktop or a mobile device.
What Is the BCC Dropbox?
mondocrm@wiredcontact.com) that automatically captures outbound emails sent from your team. When you BCC this address on an email:
- WiredContact checks the recipient’s email address.
- If a match exists, the email is logged under that contact’s history.
- If no match is found, a new contact is automatically created.
No plugins, no cutting and pasting, and no forgetting to update CRM records.
Key Benefits
- Use one BCC Email address for the entire site simplifies setup.
- The dropbox automatically matches by email address, and creates a new contact if the address doesn't exist.
- BCC Dropbox works with any email program.
- Recording to contact history improves data quality without extra work by the sales rep.
Frequently Asked Questions
- Can I use the BCC Dropbox for incoming emails?
No. The feature only works with outbound emails. To log an incoming message, simply reply to the sender with a short message and BCC the dropbox address. This will create or update the contact as needed.
- Can I make Outlook automatically BCC the dropbox address?
Yes — but it requires a third-party Outlook plugin.
Cost: ~$30 one-time
(Our KB on 3rd party plugins for Outlook.)
- Does this make a copy of the .msg (Outlook message file) and store it in WiredContact?
No. You would need a 3rd party plugin for that option, and you would need to budget for additional storage costs.
- What happens if I email multiple recipients?
WiredContact evaluates each recipient individually:
If their email address exists in your CRM, the message is saved to their record.
If not, WiredContact will create a new contact automatically. - Does this replace Outlook, G-Mail or Zoho Mail?
No. This tool only records a copy of the sent message against the contact’s history.
Setup WiredContact to send an email through Outlook
Export Contacts from WiredContact to Outlook Contacts
Should I use Outlook as a CRM tool ?
Short answer: No. It lacks too many essential features.
Given that we use Outlook in house to manage e-mail, personal contacts and a personal calendar, our opinion isn’t out to snub Outlook just to pitch CRM.
In fact, you don’t need to abandon Outlook to get a CRM. Most CRMs will integrate with Outlook to integrate e-mail, contacts or a calendar so critical information can be seen on the smartphone. Furthermore, you can see the email correspondence on the contact record from the CRM.
Difficulties of Using Outlook as a CRM:
- Documenting conversations by date/time stamp and easily sharing them among your team.
- Implementing contact security among your peers.
- Creating a sales forecast.
- Creating a mail-merge to a Word document.
- Creating effective user fields to classify contacts by more than one field such as "category".
- Re-Entering the same data among different applications like Word or Excel becomes a chore to create call reports or sales forecasts.
- Using Outlook is ineffective as a help desk ticketing system.
Zoho Bigin allows an easy way to get into CRM.And you can still use Outlook.
In a matter of minutes, you can have a starter CRM system that tracks contacts, companies and a pipeline along with a mobile app.
- E-Mail: Zoho Mail, Outlook, Office 365, IMAP
- Zoho Apps: Zoho Flow, Books, Invoice, Campaigns, Analytics, Desk and Meeting.
- Popular Apps: MailChimp & Zoom Meeting.
- Advanced Tools: Zapier & API
- Pricing starts at $9/user/month.
- Annual discounts available.
- Training videos included. Chat support provided by Zoho at no additional charge.
What if Bigin isn't enough? Don't worry. We offer plenty of options.
What’s the best CRM platform for you? It depends on what business processes you want to improve. For instance, if you want one point to see all meeting notes, emails and ability to create a report based on those activity KPIs then WiredContact is a great solution. If you want to have one platform to manage CRM, e-marketing, help desk, projects and accounting then Zoho One is a great candidate.
Conversely, if your focus is marketing automation on a tighter budget, Benchmark One has many capabilities similar to Hubspot at a lower price.
Once we know the features you need; then, we craft with a custom solution based on your budget. If you aren’t sure how to approach this, feel free to contact us for a complimentary discovery call.
E-Mail Merge for Custom Form Letter Crashes in Act!
I have witnessed Act! crashing when performing a mail-merge for a custom form letter in Act! to be sent via Outlook. In this case, the merge works a couple times, then it chokes with Act! crashing. Here is one possible cure.
- Close Act!
- Close Outlook
- Close Word
- Go to Task Manager (Start -> Run -> Taskmgr)
- End all instances for Microsoft Word (screen shot)
- Close Task Manager
- Find “normal.dotm” using Windows Explorer
- Press Windows Start -> Run -> %appdata%
- Find the directory C:\USERNAME\appdata\roaming\microsoft\templates
- delete normal.dotm
- Restart Act!
- Restart Outlook
- Test the Mail-Merge
Please note if you are on Act! subscription, this common tech support is covered by their phone support if this article is unclear. Or, you can contact us for fee-based support for this issue. This is just one possible cure for the mail-merge issue not working among the three programs (Act! + Word + Outlook).