Get organized by auto-sending customer emails to their own Asana projects
Dossier allows you to create Asana tasks from client emails automatically, without having to remember to email “firstname.lastname@example.org”. Until now, Dossier synced all client emails automatically to a single Asana project, which was useful for customer service teams who want to organize all customer requests in a single Asana project.
Account managers, client specialists, and sales people who oversee specific client accounts, however, prefer to have emails from individual clients in client-specific folders. For example, emails from your client, Walmart, would go into the Walmart Asana project that has a dozen other team members who also support that client. Now, you can send email to client-specific projects in Asana automatically, eliminating all manual moving, forwarding, or copy/pasting.
Let us suppose that Revcyclery, a bicycle retailer, emails their account manager Zoe Taylor at their supplier Amazon Business Sales. Zoe wants to send that email automatically to the Asana project Revcyclery Requests that she and her account team use. Zoe also wants that email to appear in a second Asana project called All Service Requests so that the Amazon customer service team can respond when emails arrive from business customers.
Now, Dossier automatically syncs client emails to both Asana projects by converting them to Asana tasks. No need to forward or cc emails or use cumbersome plug-ins to convert emails manually to Asana tasks. If your client emails anyone in your team, Dossier instantly syncs it to Asana.
The customer service team sees the new task (created from the Revcyclery’s email) in their Asana inbox. The account managers, including Zoe, see all followups and replies in their Revcyclery Requests project. In this way, both the account manager and the customer service agent are informed when either of them comments or responds to the Asana task. No more do you need to have the “did you see the email?” conversation with other team members.
To learn more about publishing emails automatically to Asana projects, see Publish emails to customer-specific projects.