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  • Provide visibility of all customer communications to the entire account team

  • Minimize rekeying of information and simplify the administration of Salesforce.com

  • Improve deal management by drilling into full details organized by account and opportunity

  • Prepare more accurate proposals and contracts with a complete accounting of both pre-deal and post-deal communications
ePeople TSmail extends Salesforce.com with powerful team selling capabilities to improve close rates for complex deals. Embedded within today's email work practices, TSmail is easy to use by all. Research successful approaches on similar deals. Identify relevant expertise and build an extended team. Collaborate to develop a winning proposal. Provide management complete visibility to all deal details. Integrated with Microsoft Outlook, GroupWise, Lotus Notes, and available from any email messaging device, TSmail delivers a knowledge-based competitive advantage to close enterprise-class opportunities

The CRM Data Chase
CRM packages like Salesforce.com do a great job of organizing deal flow and guiding opportunities through a pipeline. The process, however, breaks down with more complex deals that demand coordinated efforts across different organizations and geographies. Documenting the opportunity and current status can take hours of Sales time per day and still customer communications are easily lost in long email threads and management is still frustrated with poor visibility to critical deal parameters. In fact, a recent analyst study indicated that more than 90% of business collaboration happens in email - not in CRM.

To keep Sales selling and avoid endless copying and pasting of information, TSmail fully integrates team selling email communications with Salesforce.com.  Sales enjoys simplified administration with no double entry of data; for Management, improved control through perfect deal visibility.

TSmail for Salesforce.com
TSmail workspaces are now embedded within Salesforce.com Accounts and Opportunities. The workspace adds a whole new dimension to managing complex opportunities, making Salesforce.com the focal point for:

  • Coordinating development of a proposal
  • Implementing a strategic account plan
  • Negotiating a contract
  • Resolving a client’s critical issue
The integration starts with the Inbox. When composing a new message it is classified (eg. an inquiry, proposal, negotiation) and linked by drop-down lists to current Salesforce.com accounts and opportunities. Using TSmail expertise management, a response team is defined and addressed. This effectively creates a workspace within Salesforce.com that references the team, the issue and all attached documents.

Then, as the issue is worked, the power of the TSmail integration with Salesforce.com kicks in. All replies to the initial message are cataloged. All subsequent documents are attached. And, all participants of the interaction are linked online. As new information is created it is updated - in real time - with no manual effort.

In Salesforce.com, summary workspaces organize each issue and link to the details, providing management with visibility to every email communication, reply and participant associated with the Opportunity. Often times, the key factor in large deals is how well the details are managed. With TSmail, you have the critical information you need, in one place, to bring complex deals over the line.

Contact us for more information about the benefits of integrating TSmail with Salesforce.com.