Dossier is an app for organizing customer conversations, no matter where it happens. Dossier improves personal productivity, customer service, and team collaboration with zero disruption to the ways you already communicate. Dossier syncs incoming and outgoing email, messaging and chat, and organizes documents, tasks and more into intelligent workspaces.
Dossier is helping business professionals and teams get ahead of the communications deluge from email, chat, and messaging. No more wasted time searching through your inbox or missing opportunities from being out of the loop on important customer messages. Dossier syncs everything intelligently.
Ways to Communicate with Dossier
Dossier helps you communicate with your customers in several ways:
Sales—Send emails to Salesforce and HubSpot accounts and leads using reusable email templates, and automatically update your CRM by adding conversations, contacts, and companies. Continuous, real-time updates ensure that your customer information is always current. Here's how: Get Started with Salesforce and Get Started with HubSpot.
Customer Service—Turn incoming email into a customer response system (CRS). Make customer emails instantly visible to the account team and stakeholders. Organize all customer emails, actions, and cases in intelligent workspaces. Synchronize all customer emails with internal tools such as Salesforce, HubSpot, Box, Dropbox, Asana, and Zendesk. Here's how: Sync your Gmail or Outlook 365 account and Apps.
Marketing—Website visitors ask questions via chat that are instantly sent to sales teams. Create a series of messages that are delivered to leads on your website or via email. Here’s how: Convert Web Site Visitors to Leads with Chat.
Product Teams—In web-based or SaaS applications, users can ask questions, and you can see who’s online, send them messages, and onboard them. Here’s how: Embed conversations in your app.
Messages, Actions, and Events
When we communicate with our team, customers, or partners, we often make decisions about our actions when we are
(a) sending information
(b) making a request, or
(c) recording an incident.
Most communications happen in a flat, unstructured email inbox, and the ensuing carbon copies (cc), forwards (fwd) and blind carbon copies (bcc) slow down decision-making and customer response times. Dossier makes it possible to transform an email inbox into messages that are visible to your team, actions that are results-oriented, and events that record incidents in a company’s internal tools.
The examples below describe a few popular uses for Dossier that demonstrate how Dossier works.