With Everest Advanced Edition's built-in e-mail capability, you can quickly e-mail customer quotes, invoices, and purchase orders without even switching applications. And the Everest MailBridge feature offers the ease-of-use associated with the popular e-mail software Microsoft Outlook with the benefit of using one single integrated source of data for customer management. You can share customer related e-mails across your business, organize your e-mails by customer account making their identification and retrieval easy, and extend the functionality of Outlook in a manner that you can view customer information available in Everest right from your Outlook inbox.
I hate to go back and forth between applications to check customer information and correspondence.
With Everest, you have total and direct access to all customer and vendor contact information and correspondence, both those from you and other employees.
E-mails form a huge part of my company's records but they lie scattered across many machines.
Regardless of who within your company sends an e-mail to an account, you can access it from inside Everest. With Everest in place, e-mails are no longer scattered across different employees' inboxes or third-party e-mail services.
I have trouble reassigning an account to a new sales rep because the new rep does not have easy access to dialog history of a specific prospect or customer.
In Everest, e-mails are tied to a customer account instead of a sales rep's. So, if a rep leaves the company, the concerned e-mail correspondence will be available to the new rep, enabling him or her to quickly obtain background and perspective on any issue related to a prospect or customer.
My sales reps make commitments to customers through e-mail but don't document those commitments.
Everest resolves this problem in this fashion: commitments made to any customer by e-mail become part of that customer's account for record keeping and these records can be accessed by other employees in your company.
I use Microsoft Outlook but it doesn't integrate with my company's contact management system.
Everest MailBridge integrates Microsoft Outlook e-mail with Everest's centralized contact management. Not only that, with e-mails added to appropriate customer accounts inside Everest, communications are shared throughout your organization.