Supporting customers on email has never been as easy as it is with Dossier. Sign up for Dossier, invite your team members, and sync your email inbox. In a few minutes, as your team members connect their email inboxes, you will be able to:
Organize all emails into intelligent workspaces called “dossiers."
View emails between customers and your team, even if you were not cc’d.
Find all open customer emails and reply to them, assign to a team member, or close them.
Connect to a CRM such as Salesforce or HubSpot and automatically add contacts and companies to them from your email inbox.
The example below shows how Zoe Taylor at Amazon Business provides customer service through email and Dossier. Zoe Taylor is a customer service agent at Amazon Business, a supplier to businesses such as restaurants, retailers, and manufacturers, such as RevCyclery, a bicycle manufacturer.
Organize Email in Customer Workspaces
Sign up and Dossier automatically finds and organizes your emails by customers. Dossier identifies emails from customers, creates intelligent workspaces for each customer and moves emails to them. It automatically adds other team members to these customer workspaces, so you can collaborate in supporting specific customers. You can also invite customers to a personalized contact center that is branded with your company logo. See Create a Contact Center for Retail Websites.
Respond to Open Customer Requests
Once Dossier syncs your email inbox, you can view messages from customers and Open, Reply to, or Close them, or convert them to action items assigned to your team members. To add team members to help support customers, see Manage Team Members.
Supporting Customers with Chat
Besides sending you email, customers also want to be able to simply chat with you by going to your website. Or, if your company has online applications that customers use, then they expect you to be able to support them from the application. For example, auto insurance companies have websites where consumers can get quotes—by embedding conversations on the website, a consumer can reach a customer service rep and ask questions about her quote immediately.
Embedding conversations in your web application enables you to communicate with your customers (application users) through the Dossier sidebar. See Create a Retail Contact Center for a popular use of this Dossier capability.
See also our blog post The New ABC of Sales: Always Be Chatting.
Integrating Customer Service with a CRM
If you already use a CRM such as Salesforce or HubSpot, you keep all customer information, including companies and contacts in your CRM. Dossier syncs all emails sent or received from customers directly into your CRM. See Customer Response with HubSpot CRM.