Case Studies
Complete Email Solution for a Custom Record Inside Salesforce
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Our client is an Auto Hail Repair Company. They were heavily dependent on email communications where several emails are sent and received from the estimated company and the insurance company. They wanted the whole email and its thread ( all the replies and attachments ) to capture in the Salesforce Vehicle Object. The office representatives faced challenges to work effectively as they had to keep switching between Salesforce and their mailboxes. Our team provided a complete email solution for a Custom Record inside Salesforce.
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